All Articles tagged with 'Stephen Miller'

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Artificial intelligence, geopolitics and inflation to dominate the investment landscape for 2026

From GSFM

Global markets will face a challenging year ahead with turbulence and uncertainty from some key areas dominating the investing landscape. Artificial intelligence, geopolitics and inflation will continue to influence market

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29 Jan 2026

RBA: it’s all about inflation…and the news ain’t looking great

From GSFM

I’ve had a hard time convincing myself that the Reserve Bank of Australia (RBA) will raise the policy rate when it meets on February 10th. Markets appeared to share that

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16 Jan 2026

Ongoing tensions in the US, RBA decision and Bank of England meeting

From GSFM

Structural versus macro: flying (a little bit) blind The US government shutdown has made for a paucity of data with which to analyse how the US economy is evolving. That

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07 Nov 2025

The central bank circus: high wire acts?

From GSFM

There seems to be ongoing indications of “last mile” complications in getting inflation back to target in a number of “Anglo” economies. At the same time, labour markets are showing

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24 Oct 2025

Whither 60/40? What comes next?

From GSFM

The 60/40 portfolio isn’t dead, but is it evolving, and will look different in the future according to GSFM investment strategist Stephen Miller. He says it is time to consider

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09 Oct 2025

The Fed: certain uncertainty

From GSFM

As expected, The Federal Reserve’s FOMC lowered the policy rate by 25bps to a target range of 4-4¼ per cent. The decision clearly reflected greater emphasis on the labour market

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19 Sep 2025

The Fed: laboured

From GSFM

Clearly a notable feature of recent US economic data has been the revelation that the US labour market is not only softening but hasn’t been in as good a health

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12 Sep 2025

Fed: probably a September cut but…does it matter?

From GSFM

Inflation good enough and labour market softening but ‘stagflation-lite’ environment still a key risk. The US July consumer price index (CPI) report points to ongoing “stickiness” in inflation but absent

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15 Aug 2025

The Fed: not yet maybe later…

From GSFM

As had been almost universally expected, the Federal Reserve’s Federal Open Market Committee (FOMC) overnight announced that it had kept the policy rate unchanged in the 4.25-4.5 per cent range.

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01 Aug 2025

Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

From GSFM

Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and

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30 Jul 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
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 [...]