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Everything from GSFM

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

Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

From GSFM

Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and

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30 Jul 2025

US inflation: of known and unknown unknowns (the ghost of Donald Rumsfeld)

From GSFM

The financial commentariat seem unsure on US inflation. I think that is understandable. For months now markets have braced for an acceleration of inflation as a consequence of President Trump’s

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18 Jul 2025

CPD: Climate – the $50 trillion investment opportunity

From GSFM

For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past

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09 Jul 2025

RBA: leaning to a July cut but that productivity “wart”?

From GSFM

The March quarter gross domestic product (GDP) release certainly confirmed that the Australian economy remains mired in the doldrums. GDP growth remains tepid, at best, at just 0.2 per cent

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06 Jun 2025

CPD: A new global order and implications for investors

From GSFM

The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled

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03 Jun 2025

RBA can act “decisively” to mitigate a deteriorating international environment and beware the bond vigilantes!

From GSFM

As was largely anticipated, at the conclusion of this week’s Board meeting, the Reserve Bank of Australia (RBA) announced a cut in the policy rate by 25 basis points (bps),

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23 May 2025

RBA to cut by 25 bps. Retain optionality for the future (even if there are more cuts to come)

From GSFM

The March quarter consumer price index (CPI) was a good enough result for a 25 basis point (bp) policy rate cut at the Reserve Bank of Australia (RBA) meeting on

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20 May 2025

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]