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Showing 11 - 20 of 28 results for "Stephen Miller"

Bonds are back: GSFM

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
... fixed income securities in 2023 offers an attractive yield for investors, according to GSFM investment strategist Stephen Miller. Addressing attendees at the GSFM investor outlook lunch in Sydney yesterday, Miller highlighted the benefits of bond investing ...

US inflation hits one-year low

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... economic plan is working." "We have more work to do, but we're on the right track." GSFM investment strategist Stephen Miller said last night's US core CPI result is vindication in the Federal Reserve's aggressive approach to contain inflation. "And ...

RBA set to lift the cash rate again

ANDREW MCKEAN  |  TUESDAY, 6 DEC 2022
... early 2023 as the RBA assesses the impact of its tightening strategy." More ominously, GSFM investment strategist Stephen Miller said: "The RBA is underestimating the momentum in price and wage inflation and will have to move the policy rate up much ...

CPI poses awkward optics for RBA: Economist

ANDREW MCKEAN  |  MONDAY, 31 OCT 2022
... are different or less challenging than elsewhere in the developed country complex, but GSFM investment strategist Stephen Miller believes that any "difference" wasn't evident in the latest consumer price index (CPI) data. "The big drivers of inflation ...

Federal Reserve delivers 0.75bp rate rise

ANDREW MCKEAN  |  THURSDAY, 28 JUL 2022
... mandate and we are strongly committed to returning inflation to our 2% objective." GSFM investment strategy adviser Stephen Miller commented that such a move was widely anticipated by financial markets. "While noting that the Federal Reserve would obviously ...

Equities challenged but opportunities are there

CHLOE WALKER  |  THURSDAY, 28 JUL 2022
... not all doom and gloom, according to GSFM and Munro Partners. At a recent briefing, GSFM investment strategist Stephen Miller said that all developed country central banks were late in recognising just how great a challenge inflation would prove for ...

US Fed indicates several more half-percentage rate rises

ANDREW MCKEAN  |  THURSDAY, 26 MAY 2022
... the US on the central banks plan to tame inflation in a post-meeting news conference. GSFM investment strategist Stephen Miller said Powell's comments reinforced the Federal Reserve's aggressive stance and that volatility would ensue. Miller said: "The ...

US Federal Reserve enacts biggest rate hike in 22 years

ANDREW MCKEAN  |  THURSDAY, 5 MAY 2022
... 124.69 points (2.99%), the index's best day in over a month. Weighing up the Fed verdict, GSFM investment strategist Stephen Miller said: "While the financial market's initial reaction was perhaps relief that 75-basis point increments appear off the ...

Official recession not that scary: Economists

ELIZA BAVIN  |  THURSDAY, 3 SEP 2020
... contraction in GDP in Q3 20 due to a plunge in production and spending in Victoria," he said. Meanwhile, GSFM adviser Stephen Miller said the GDP figures revealed the extent of the support from the government's stimulus package. "Despite the large ...

Investment strategies need to change: GSFM

ELIZA BAVIN  |  TUESDAY, 28 JUL 2020
... existed before the COVID-19 pandemic, but investment performance will depend on more than economic fundamentals. Stephen Miller, investment strategist at GSFM, said investing uncertainty is elevated, not just as a result of the COVID-19 pandemic, but ...