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Everything from GSFM

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

The central bank circus: high wire acts?

From GSFM

There seems to be ongoing indications of “last mile” complications in getting inflation back to target in a number of “Anglo” economies. At the same time, labour markets are showing

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24 Oct 2025

CPD: Is the need for diversification driving the private credit boom?

From GSFM

Private credit has rapidly evolved from a specialist asset class into a core component of many Australian investors’ portfolios. As traditional fixed income markets continue to react to a challenging

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20 Oct 2025

Whither 60/40? What comes next?

From GSFM

The 60/40 portfolio isn’t dead, but is it evolving, and will look different in the future according to GSFM investment strategist Stephen Miller. He says it is time to consider

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09 Oct 2025

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CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]
CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]