Article list

Everything from GSFM

The US election, the US budget deficit, inflation, bond yields, the USD, the Fed, equities, gold and crypto – so much to think about!

From GSFM

Beware the knee-jerk?? Bond yields have spiked higher on the prospect of a Trump victory in the US Presidential election and the US dollar (USD) has surged. Despite higher bond

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08 Nov 2024

Global SMID – a compelling growth story

From GSFM

Investing in Australia’s small to mid-cap stocks has long been a compelling strategy for investors seeking capital growth over the longer term. While larger, well-established companies typically offer more stability,

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01 Nov 2024

Bank of Canada presses the accelerator on rate reductions… “to stick the landing”

From GSFM

In a move that markets had certainly contemplated, the Bank of Canada cut its policy rate by 50 basis points (bps) overnight to take the policy rate to 3.75 per

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25 Oct 2024

GSFM appoints head of retail business

From GSFM

Fund manager GSFM has appointed Ben Williams as the head of its retail business. He will be based in Sydney and will report to GSFM CEO, Damien McIntyre, effective 21

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16 Oct 2024

RBNZ presses the accelerator on rate reductions

From GSFM

In a widely anticipated move the Monetary Policy Committee (MPC) of Reserve Bank of New Zealand (RBNZ) cut the official cash rate (OCR) by 50 basis points (bps) to 4.75

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11 Oct 2024

The Fed: curbing market enthusiasm…for now

From GSFM

It doesn’t seem that long ago that markets were sifting through the entrails of the Federal Reserve’s (Fed) last policy decision and subsequent press conference from Fed Chair Powell. That

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04 Oct 2024

GSFM appoints new chair

From GSFM

GSFM has appointed Robert Johanson AO as the new chair, effective from 1 October 2024. Mr Johanson’s appointment follows the retirement of Andrew McKinnon, founder of GSFM and current executive

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02 Oct 2024

A spotlight on fixed income investments

From GSFM

Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers

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01 Oct 2024

RBA: keep calm and carry on

From GSFM

As expected, the RBA kept the policy rate unchanged at 4.35 per cent when it met earlier in the week. Furthermore, despite a plethora of disingenuous political commentary around monetary

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30 Sep 2024

August labour force won’t move the dial for the RBA

From GSFM

RBA Governor Michele Bullock cast a hawkish hue over the most recent RBA Board decision to leave the policy rate unchanged at 4.35 per cent at its August meeting. In

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20 Sep 2024

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