As markets head into a pivotal August earnings season, leading investors are assessing whether strong corporate profits can continue to support elevated valuations. At a recent media roundtable, GSFM’s Stephen Miller joined Tim Carleton (Auscap Asset Management), Eric Souders (Payden & Rygel) and Andrew Swan (Man Group) to examine the outlook for earnings, inflation, interest rates, AI investment and the key risks and opportunities shaping global markets in the months ahead.

Read | InvestorDaily article

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.