This year, we are shifting our focus toward “The Long View.” Our CEO, Damien McIntyre, will be joined by investment managers and strategists from across GSFM’s partner network to explore the long-term outlook for their respective specialties. While we will continue to monitor and address short-term market noise –recognising its power to shift long-term trajectories – our primary goal is to provide you with a clear, strategic perspective on the enduring trends shaping the future of investment.

In this first episode for 2026, Damien is in conversation with GSFM’s investment strategist Stephen Miller. As a long-time bond man, Steve’s a regular commentator on markets, economics, and importantly, rates – that’s why this podcast was recorded shortly after February’s RBA rate announcement.

Listen to Conversations here or wherever you get your podcasts, or read the edited transcript.

Stephen Miller

Stephen Miller is GSFM’s market strategist. His expertise in international economic and policy analysis, as well as domestic and global economic and financial market developments, has resulted in him becoming a regular commentator on central banks, rates and inflation.

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