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 latest episode, GSFM CEO Damien McIntyre chats to Tim Carleton, CIO at Auscap Asset Management. They discuss the short- and long-term outlook for Australian equities, with particular emphasis on Tim’s preferred sector – Aussie mid-caps.  

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

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