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Everything from GSFM

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

Fed: probably a September cut but…does it matter?

From GSFM

Inflation good enough and labour market softening but ‘stagflation-lite’ environment still a key risk. The US July consumer price index (CPI) report points to ongoing “stickiness” in inflation but absent

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15 Aug 2025

CPD: Currency risk – friend or foe?

From GSFM

In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to

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04 Aug 2025

The Fed: not yet maybe later…

From GSFM

As had been almost universally expected, the Federal Reserve’s Federal Open Market Committee (FOMC) overnight announced that it had kept the policy rate unchanged in the 4.25-4.5 per cent range.

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01 Aug 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 [...]