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Everything from GSFM

CPD: Navigating bond strategies in a bifurcated global economy

From GSFM

When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing

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09 Feb 2026

A stitch in time for the RBA

From GSFM

As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per

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30 Jan 2026

Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

From GSFM

Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market

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29 Jan 2026

CPD: The critical role global dividends play in generating income

From GSFM

At the end of November 2025, Australians had more than $242 billion[1] invested in cash. While it’s not uncommon for investors to seek the safe haven cash offers during periods

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20 Jan 2026

RBA: it’s all about inflation…and the news ain’t looking great

From GSFM

I’ve had a hard time convincing myself that the Reserve Bank of Australia (RBA) will raise the policy rate when it meets on February 10th. Markets appeared to share that

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16 Jan 2026

CPD: The investment case for Australian mid-caps

From GSFM

When it comes to Australian equities, attention and capital tend to concentrate at the extremes. Stocks within the S&P/ASX 20 dominate portfolios, by virtue of the sheer size of their

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02 Dec 2025

RBA: looking for a signpost

From GSFM

The wage price index (WPI) won’t move the dial for the Reserve Bank of Australia’s (RBA) Monetary Policy Board (MPB). It is fair to say that at the margin the

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21 Nov 2025

CPD: SMID stocks – a global growth story

From GSFM

Advisers seeking long-term growth for clients often look beyond the blue-chip large cap stocks to the more dynamic small and mid-cap (SMID) sector. While many portfolios include Australian SMIDs, you

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11 Nov 2025

Ongoing tensions in the US, RBA decision and Bank of England meeting

From GSFM

Structural versus macro: flying (a little bit) blind The US government shutdown has made for a paucity of data with which to analyse how the US economy is evolving. That

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07 Nov 2025

GSFM appoints Kayla Batiste as business development manager

From GSFM

Fund manager GSFM has appointed Kayla Batiste to the newly created role of Key Account Manager (QLD), effective 27 October. She will be based in Brisbane and will report to

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29 Oct 2025

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CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]
CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]