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Everything from GSFM

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

CPD: 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

CPD: 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

The Fed: extended sabbatical or a short break

From GSFM

As was pretty much universally expected the Fed’s Federal Open Market Committee (FOMC) kept the policy rate target range unchanged at 4.25-4.50 per cent when it met overnight. The Fed

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31 Jan 2025

A 2025 global growth equities outlook

From GSFM

It’s the question that greets every new year…what will be the investment landscape in the year ahead? Will bull markets prevail? As 2025 ticked over and the strains of auld

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23 Jan 2025

Will 2025 be the year of the bull market?

From GSFM

Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its

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22 Jan 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 [...]