GSFM’s Stephen Miller writes for The Australian Financial Review and calls time ‘on a great party’.

He goes on to say “It may be the case that the market hangover that characterised the last quarter of 2018 was a necessary price to pay for the earlier excess, courtesy of the fiscal punchbowl. And with stable bond yields, mid-to-single digit (or even higher) equity returns, and an economy growing about trend, 2019 may be a quiet, if not relatively benign year.”

To read the article, click here.

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.