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Everything from GSFM

The Fed stands firm; remains “patient”

From GSFM

As was largely anticipated the Fed’s Federal Open Market Committee (FOMC) decided to leave the policy rate target unchanged at 4.25-4.50 per cent when it met overnight. In its statement

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09 May 2025

CPD: Trend following investments – patience is a virtue

From GSFM

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

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01 May 2025

RBA: opting out of the circular firing squad

From GSFM

In my view the upending of the global trade system occasioned by the Trump Administration’s tariff agenda will more likely than not see a global recession by year-end. The backdown

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29 Apr 2025

GSFM launches distribution capability in New Zealand with Munro PIE fund

From GSFM

GSFM and its fund manager partner, Munro Partners, have launched the Munro Global Growth Climate Leaders PIE Fund into the New Zealand market. Adminis Funds Limited is manager and issuer

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15 Apr 2025

The year ahead for fixed income markets

From GSFM

The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in

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11 Apr 2025

RBA April preview: keep calm and carry on

From GSFM

Coming into next week’s Reserve Bank of Australia (RBA) Board meeting, it is extremely difficult to envisage anything other than a decision to leave the policy rate unchanged at its

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28 Mar 2025

The Fed: “transitory” turbulence?

From GSFM

As the Trump Administration assumed office, markets not only had priced ‘goldilocks’ but looked to be embracing a euphoric scenario. Inflation was in retreat; the Fed was cutting rates; bond

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21 Mar 2025

US CPI: a small mercy but Papa Bear looms

From GSFM

The big fear leading into last night’s US February CPI release was that it might reinforce the notion that the US is headed for a version of ‘stagflation-lite’ where inflation

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14 Mar 2025

Free cash flow works

From GSFM

The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in

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10 Mar 2025

Private credit – a key sub-sector in private market investing

From GSFM

Private markets offer the potential to outperform public markets over the mid to long-term with the potential for lower volatility. Within this, private credit offers investors an attractive opportunity to

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03 Feb 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 [...]