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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

CIO Views – Weekly Bulletin

Posted on 23 January, 2026
Insights

CIO Views – Weekly Bulletin

Posted on 23 January 2026
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Insights

TCP Insights: Private Credit Outlook for 2026: Disciplined capital in a maturing market

Posted on 23 January 2026
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Insights

Views from the Floor: Conflicts Distract from Oil’s Real Structural Shifts

Posted on 21 January 2026
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Insights

2026 through a Systematic Lens: What to Expect When You’re Not Expecting

Posted on 20 January 2026
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Insights

CIO Views – Weekly Bulletin

Posted on 19 January 2026
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Insights

Auscap Investor Letter | Ex-20 Australian Equities Fund

Posted on 16 January 2026
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Insights

Auscap Investor Letter | High Conviction Australian Equities Fund

Posted on 16 January 2026
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Insights

Why the RBA must hike in February | ausbiz

Posted on 15 January 2026
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Insights

Capital Insights Podcast: North American Equities: From Tariffs to Tech: Lessons from 2025 and What’s Next

Posted on 13 January 2026
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