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White Papers

Listed below are a range of thought pieces and white papers written by investment experts within GSFM or our investment partners.

Trump, tech and trade

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Is e-commerce a bubble?

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The bond market’s new pessimism

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The boy who cried wolf was right in the end

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The return of price discovery

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Is good news bad?

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Bad beta

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The limits of theory

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The old normal and the president

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