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The latest news and information from GSFM and our investment partners worldwide.

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GSFM Conversations: Back to Basics with Nigel Jenkins, Payden & Rygel

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Australian investors surf $16bn Nvidia wave as value soars

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A powerful mechanism is at play that will propel equities higher | AFR

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Nvidia smashes sky-high Q4 earnings expectations + Key earnings call takeaways

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Could Japan and UK recessions affect Australia?

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Hedge fund Munro says Nvidia, Microsoft have more to run

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Altium buyout ‘bittersweet’ as fund managers cash in

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6 stocks for a full portfolio reset in 2024 | Livewire

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Expect a ‘verbal pivot’ from the RBA but no imminent rate cuts

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Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list) | Livewire

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