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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

AI stocks are due for a retrenchment, but AI benefits are real and will take decades to play out

Insights

GSFM Conversations: On Stage with Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners

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Insights

RBA executes “verbal pivot” by going to a neutral bias

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Insights

The Fed: Déjà vu all over again?!

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Insights

15 to 25 enablers of one of the biggest investment themes

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Insights

Nick Griffin’s formula for double-digit returns (plus 13 stocks Munro is backing for the long-term)

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Insights

US CPI and the Fed “déjà vu all over again!” | ausbiz

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Insights

We should expect another strong year for private credit | ausbiz

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Insights

Central Banks: Are we there yet?

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Insights

Expect rate cut speculation to drive volatility this year… | ausbiz

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