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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

Why the bond market got the RBA decision so wrong | AFR

Posted on 9 July, 2025
Insights

Why the bond market got the RBA decision so wrong | AFR

Posted on 9 July 2025
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Insights

CIO Views – Weekly Bulletin

Posted on 8 July 2025
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Insights

On the other hand | A still circumspect Fed as the S&P hits new highs

Posted on 7 July 2025
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Insights

A red-hot sector just got a major boost. Should you chase the rally? | Livewire

Posted on 4 July 2025
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Insights

Is household spending the weakest link? | ausbiz

Posted on 3 July 2025
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Insights

Big, Beautiful Bill will not repair Trump’s relationship with the Federal Reserve Chair | Sky News

Posted on 2 July 2025
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Insights

Nick Griffin on finding stocks that can double earnings in 5 years | Livewire

Posted on 1 July 2025
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Insights

CIO Views – Weekly Bulletin

Posted on 1 July 2025
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Insights

Why Australia’s productivity ‘wart’ may limit interest rate cuts | AFR

Posted on 30 June 2025
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