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Insights

GSFM’s in-house experts and our investment partners regularly share their insights on markets, asset classes, trends, economies and anything likely to impact investments.

Insights

CIO Views – Weekly Bulletin | History suggests headwinds for markets in 2027, but its complicated

Posted on 12 October, 2026
Insights

CIO Views – Weekly Bulletin | History suggests headwinds for markets in 2027, but its complicated

Posted on 12 October 2026
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Insights

Week in Review | Fool Me Thrice?

Posted on 9 October 2026
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Insights

CIO Views – Weekly Bulletin | Rising yields create greater dispersion across markets

Posted on 5 October 2026
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Insights

Week in Review | Powering Up

Posted on 2 October 2026
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Insights

Everyone’s using AI: What that means for compute demand

Posted on 30 September 2026
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Insights

CIO Views – Weekly Bulletin | Increased need for selective investment

Posted on 28 September 2026
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Insights

Is a 5 per cent US 10-year bond yield the new normal? | Adviser Voice

Posted on 25 September 2026
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Insights

Week in Review | Gravitational Pull

Posted on 25 September 2026
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Insights

Is a 5% T-bill the “new normal”? | ausbiz

Posted on 24 September 2026
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