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Everything from GSFM

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

The Fed: certain uncertainty

From GSFM

As expected, The Federal Reserve’s FOMC lowered the policy rate by 25bps to a target range of 4-4¼ per cent. The decision clearly reflected greater emphasis on the labour market

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19 Sep 2025

The Fed: laboured

From GSFM

Clearly a notable feature of recent US economic data has been the revelation that the US labour market is not only softening but hasn’t been in as good a health

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12 Sep 2025

GSFM forms partnership to distribute Auscap Asset Management funds

From GSFM

GSFM and Australian equities manager, Auscap Asset Management, have formed a partnership, with GSFM the exclusive distributor of the Auscap High Conviction Australian Equities Fund and the Auscap Ex-20 Australian

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11 Sep 2025

CPD: Artificial Intelligence – five themes for 2025/26

From GSFM

Commentary about artificial intelligence (AI) has been overtaken by headlines dominated by Trump, tariffs and trade. However, this does not reflect a slowing in the pace of AI; to the

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08 Sep 2025

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CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: US middle market private credit – the investment case
In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with [...]