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Everything from GSFM

CPD: Investing globally in uncertain times

From GSFM

There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines

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23 Jan 2024

Pamplona in the bond market as it anticipates aggressive central bank policy rate reductions

From GSFM

Running with the bulls can be exhilarating and, in an investment sense, frequently rewarding. The rally in bond markets from late October into year-end provided that exhilaration and reward for

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19 Jan 2024

Pamplona in the markets and the European Central Bank and Bank of England both on hold

From GSFM

Fed: Pamplona in the markets! As was widely anticipated, the US Federal Reserve’s (Fed) Federal Open Markets Committee (FOMC) opted to eschew any adjustment in the policy rate at the

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15 Dec 2023

RBA and September quarter national accounts: historical curiosum or troubling portent?

From GSFM

Wednesday’s September quarter national accounts release did not make for a pleasing read. Growth was slow (probably slower than the Reserve Bank of Australia (RBA) forecast) but inflation remains high,

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08 Dec 2023

GSFM partners with Access Capital Partners to distribute its European Infrastructure and Smaller Buy-outs strategies in Australia

From GSFM

GSFM has partnered with Access Capital Partners (ACP) to distribute its European focused investments. ACP’s European Infrastructure and European Smaller Buy-outs strategies will be available in the Australian market to

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08 Dec 2023

CPD: The investment case for global smaller companies

From GSFM

Financial advisers have long understood the benefits of adding an Australian small cap exposure to a client’s diversified portfolio. Those same benefits apply to global small caps – and on

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01 Dec 2023

RBA minutes, Bullock commentary and bond markets waiting for policy rate cuts like waiting for Godot

From GSFM

RBA minutes, Bullock commentary: a December policy rate hike looks unlikely. Governor’s communication well framed Yesterday’s Reserve Bank of Australia (RBA) Board meeting minutes from the 7 November Board meeting

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24 Nov 2023

US October consumer price index: risk of policy rate hike recedes…but are markets getting ahead of themselves in pricing multiple easing’s?

From GSFM

A slightly better than expected core consumer price index (CPI) inflation result for October suggests that the Fed tightening cycle is likely in abeyance – probably indefinitely. The Federal Reserve (Fed)

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16 Nov 2023

CPD: To hedge or not to hedge

From GSFM

There are lots of great reasons to invest in global equities. However, many investors don’t realise they may be investing in two asset classes – equities and currency. This article

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13 Nov 2023

Where to for US bond yields?

From GSFM

The last few months have been characterised by high levels of volatility in the US bond market. Longer tenor bond yields have risen sharply this year with the 10-year yield

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10 Nov 2023

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CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]