Monthly Archives: July 2020

The characteristics of a long term winner: Munro Partners

July 31, 2020

Nick Griffin, CIO at Munro Partners, writes for Livewire Markets: When we think about growth versus read more

Inoculating markets from economic influenza: GSFM

July 30, 2020

Economic uncertainty existed before the COVID-19 pandemic, but investment performance depends on more than economic fundamentals, read more

FAANG stocks need to check their privilege

July 29, 2020

Nick Griffin, CIO Munro Partners, said the COVID-19 pandemic had accelerated trends that were already in read more

‘Vanilla’ beta not so sweet as bonds lose their lustre

July 29, 2020

Payden & Rygel director Erik Souders believes that absolute and unconstrained bond strategies – which eschew read more

Investment strategies need to change: GSFM

July 29, 2020

A number of factors have contributed to the current economic uncertainty, and investment strategies need to read more

© GSFM 2020