Despite a slowing economy, the US markets are showing remarkable resilience. GSFM’s Stephen Miller, Eric Souders from Payden and Rygel and Nick Griffin from Munro Partners weigh in on the factors driving this optimism, from AI and tech to climate change investments.

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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.

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