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Insights

GSFM’s in-house experts and our investment partners regularly share their insights on markets, asset classes, trends, economies and anything likely to impact investments.

Insights

Inside the Portfolio: AI, real estate and keeping an eye on big-name IPOs | Livewire Markets

Posted on 27 May, 2026
Insights

Inside the Portfolio: AI, real estate and keeping an eye on big-name IPOs | Livewire Markets

Posted on 27 May 2026
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Insights

CIO Views – Weekly Bulletin | Markets position for an Iran-US deal

Posted on 25 May 2026
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Insights

GSFM Conversations | The Long View with Peter Szekely

Posted on 25 May 2026
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Insights

Week in Review | Languishing Labour

Posted on 22 May 2026
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Insights

AI costs drop by 99.9%: the token deflation nobody is talking about | The Corner

Posted on 21 May 2026
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Insights

CIO Views – Weekly Bulletin | Implications of rising US yields for Asia

Posted on 18 May 2026
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Insights

Week in Review | Token Deflation

Posted on 15 May 2026
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Insights

Private credit’s pivotal moment, charged by AI | ausbiz

Posted on 14 May 2026
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Insights

Are private market assets the answer in an unstable world?

Posted on 13 May 2026
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