This episode sees GSFM’s CEO Damien McIntyre in conversation with Kevin Hebner, global investment strategist with TD Epoch. Together they discuss some of the macro issues likely to dominate markets in 2024 – inflation, rates and several elections. They also take a look at the big themes in markets this year – and yes, AI is one of the dominating themes.

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Click here to read the edited transcript.

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.
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