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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

Views from the Floor: Why $100 Oil is Unlikely to Quash Clean Energy Assets This Time

Posted on 7 April, 2026
Insights

Take the US economy off life support: Payden

Posted on 2 November 2016
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Insights

Yield chasers need to be more cautious

Posted on 25 October 2016
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Insights

CPD: Is Japan investable through a cash flow prism?

Posted on 23 October 2016
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Insights

Markets unlikely to gain much more: Payden

Posted on 18 October 2016
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Insights

Tribeca’s Fenton on US debate, Aussie dollar: Bloomberg

Posted on 10 October 2016
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Insights

The potential for a US Fed rate hike & European outlook: Epoch

Posted on 20 September 2016
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Insights

Fed should start the normalising process: Payden & Rygel

Posted on 19 September 2016
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Insights

Long-term investing is a fool’s paradise: Portfolio Construction Forum

Posted on 19 September 2016
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Insights

ASX ends losing streak, but doubts linger

Posted on 14 September 2016
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