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Everything from GSFM

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

US CPI and Fed easing: You can almost touch it

From GSFM

Last night’s US July consumer price index report makes a policy rate cut at the US Federal Reserve’s (the Fed’s) September 17-18 Federal Open Market Committee (FOMC) meeting a virtual

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16 Aug 2024

AI – Bubble or structural shift?

From GSFM

Artificial intelligence is the topic du jour. It seems it will affect all aspects of life and provide a number of investment opportunities. In this article, GSFM’s investment partner TD

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08 Aug 2024

RBA: keep calm and carry on

From GSFM

As was universally anticipated, the Reserve Bank of Australia (RBA) Board left the policy rate unchanged at yesterday’s meeting. The Governor and the Board sought to strike a balanced tone

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07 Aug 2024

Australia: viva el experimento

From GSFM

In a surprise to some (including this writer) the June quarter consumer price index (CPI) report didn’t reveal an excessive enough burst of inflation to elicit a further policy rate

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02 Aug 2024

GSFM appoints Lewis Bond to distribution team

From GSFM

GSFM has appointed Lewis Bond to the role of key account manager (NSW & ACT), effective 22 July. Lewis is based in Sydney and reports to national distribution manager Steven

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01 Aug 2024

Australian central bank could raise rates in August, US tech rally to benefit Asian markets

From GSFM

Interest rates could rise in the months ahead in Australia, inflation proving especially intractable in Australia, while US technology stocks are likely to continue rallying which could underpin growth in

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24 Jul 2024

RBA: June Labour Force data could be pivotal

From GSFM

Yesterday’s June labour force is potentially pivotal in deciding which way the Reserve Bank of Australia (RBA) Board jumps at its meeting on 5-6 August. At this stage my best

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19 Jul 2024

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