Contact

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

Investors are betting on the AI boom even as inflation stays sticky and economic warnings mount | The Australian

Insights

Views from the Floor: How the UK Budget Could Lift Unloved Cyclical Stocks

More
Insights

Private markets are an illusion – Tim Carleton | Auscap Asset Management | Equity Mates Basis Points

More
Insights

Beyond US$5 trillion: Qiao Ma’s Nvidia call keeps gaining momentum | Livewire Markets

More
Insights

CIO Views – Weekly Bulletin

More
Insights

Blame Canberra circus for RBA’s high-wire act on rates and jobs | AFR

More
Insights

Nick Griffin: “The world’s biggest companies are accelerating – and they’re cheaper than last year” | Livewire Markets

More
Insights

Views from the Floor: What Do First Brands, Tricolor and Cantor Group Really Tell Us?

More
Insights

CIO Views – Weekly Bulletin

More
Insights

Stephen warns of persistent inflation | ausbiz

More

Subscribe to stay up to date with news and insights from GSFM and our Investment Partners

SUBSCRIBE