Media briefing: GSFM, Munro Partners, Tribeca

January 20, 2021

In a media briefing this week, GSFM’s investment strategist Stephen Miller, Munro Partners CIO Nick Griffin and Tribeca Investment Partners lead portfolio manager Jun Bei Liu shared their 2021 outlook with the media.

Following are a number of articles that resulted from the briefing.

Deliver us from COVID but lead us not to inflation

COVID consequences ‘will come home to roost’

Climate change will be biggest investment S curve in the next 30 years

Is climate change the next big investment theme?

Inflationary signs ahead but 2021 might be safe: GSFM

COVID-19 losers still trading at discount

Tags: , ,
Categories: Insights



© GSFM 2021