Listed below are a range of thought pieces and white papers written by investment experts within GSFM or our investment partners.
Stephen Miller has penned several thought pieces, available as follows:
|April 2018||Bad beta||[ View PDF|
|March 2018||The old normal and the president||[ View PDF|
|February 2018||Back to the future – the ‘old normal’||[ View PDF|
Epoch Investment Partners
Epoch produces a range of in-depth white papers and insights on capital markets and investment-related topics, particularly as they relate to the global equity shareholder yield strategy employed by Epoch.
|January 2018||Tech is the new macro III: When ‘bits’ meet ‘atoms’||[ View PDF|
|December 2017||The winds of change||[ View PDF|
|December 2017||What do we mean when we talk about value?||[ View PDF|
|August 2017||Tech is the new macro II: Implications for labour markets and productivity||View PDF|
|June 2017||Tech is the new macro I: Impacting all three components of return on equity||[ View PDF|
|May 2017||The impact of passive investing on market efficiency||[ View PDF|
|February 2017||Trump and trade: what are the risks?||[ View PDF|