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Everything from GSFM

The Fed: curbing market enthusiasm…for now

From GSFM

It doesn’t seem that long ago that markets were sifting through the entrails of the Federal Reserve’s (Fed) last policy decision and subsequent press conference from Fed Chair Powell. That

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04 Oct 2024

GSFM appoints new chair

From GSFM

GSFM has appointed Robert Johanson AO as the new chair, effective from 1 October 2024. Mr Johanson’s appointment follows the retirement of Andrew McKinnon, founder of GSFM and current executive

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02 Oct 2024

CPD: A spotlight on fixed income investments

From GSFM

Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers

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01 Oct 2024

RBA: keep calm and carry on

From GSFM

As expected, the RBA kept the policy rate unchanged at 4.35 per cent when it met earlier in the week. Furthermore, despite a plethora of disingenuous political commentary around monetary

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30 Sep 2024

August labour force won’t move the dial for the RBA

From GSFM

RBA Governor Michele Bullock cast a hawkish hue over the most recent RBA Board decision to leave the policy rate unchanged at 4.35 per cent at its August meeting. In

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20 Sep 2024

CPD: Asian equities – from headwinds to tailwinds

From GSFM

As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are

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12 Sep 2024

AI to drive electricity demand and outperformance of infrastructure companies

From GSFM

The investment case for infrastructure has never been stronger, with significant investment in power grids required due to the boom in artificial intelligence (“AI”), the green energy transition and onshoring

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03 Sep 2024

It takes an unlikely Melbourne Cup Day trifecta to see a RBA policy rate reduction

From GSFM

Wednesday’s monthly consumer price index (CPI) indicator report added little to the market’s available information set in terms of their expectation regarding the next (almost certainly downward) adjustment in the

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30 Aug 2024

US CPI and Fed easing: You can almost touch it

From GSFM

Last night’s US July consumer price index report makes a policy rate cut at the US Federal Reserve’s (the Fed’s) September 17-18 Federal Open Market Committee (FOMC) meeting a virtual

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16 Aug 2024

CPD: AI – Bubble or structural shift?

From GSFM

Artificial intelligence is the topic de jour. It seems it will affect all aspects of life and provide a number of investment opportunities. In this article, GSFM’s investment partner TD

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08 Aug 2024

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SMSFs and tax
With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs [...]
Comparing the role of Emerging Market equities with World Small Cap equities
Emerging Markets present an enticing proposition for global asset allocators, boasting a blend of growth potential and diversification advantages. EM specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner, [...]
CPD: Philanthropy and tax
Philanthropy has a double benefit; it plays an important role by supporting charities, not-for-profits and community groups and comes with tax benefits for the benefactor. This article, proudly sponsored by [...]
CPD: Aged Care Advice – the consumer protection challenge
The burgeoning aged care sector is one that financial advisers – directly or indirectly – will increasingly come into contact with. As our population ages, and longevity improves, most advisers will have a number of clients who are either using aged care services themselves, or who are making decisions about aged care on behalf of their parents or grandparents. [...]
CPD: Business culture and ethics
A strong business culture is one of the identified attributes of ethical businesses. This article, proudly sponsored by GSFM, investigates the interrelationships between business culture and ethics. The symbiotic relationship [...]