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Everything from GSFM

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

Asian equities – from headwinds to tailwinds

From GSFM

As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are

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12 Sep 2024

AI to drive electricity demand and outperformance of infrastructure companies

From GSFM

The investment case for infrastructure has never been stronger, with significant investment in power grids required due to the boom in artificial intelligence (“AI”), the green energy transition and onshoring

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03 Sep 2024

It takes an unlikely Melbourne Cup Day trifecta to see a RBA policy rate reduction

From GSFM

Wednesday’s monthly consumer price index (CPI) indicator report added little to the market’s available information set in terms of their expectation regarding the next (almost certainly downward) adjustment in the

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30 Aug 2024

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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 [...]
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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 [...]