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Everything from GSFM

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

Climate – the $50 trillion investment opportunity

From GSFM

As the world continues to grapple with the urgent need to combat climate change, the transition to a low-carbon economy has never been more critical. Governments, corporations and individuals are

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15 Jul 2024

RBA: tilting to tightening

From GSFM

I’m not sure that there was a lot of information in the Reserve Bank of Australia (RBA) June minutes released on Tuesday. The minutes are best viewed as the reasoning

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05 Jul 2024

The investment case for global growth equities

From GSFM

Growth investors generally focus on those companies with sustainable above average growth, those that exhibit high levels of profitability and earnings growth ahead of their peer group. Growth managers tend

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17 Jun 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 [...]
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 [...]