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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

Securitized Credit: More Relatable and Connected to Daily Life Than You Think

Insights

Epoch Perspectives: Russia invasion of Ukraine

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Insights

Moving up the capital stack to ride the energy boom

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Insights

Six stocks on our radar following strong reporting season

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Insights

RBA March Board Meeting: Nothing to See Here

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Insights

Talk Ya Book podcast: Munro Partners

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Insights

Russia/ Ukraine tensions lead to risk aversion with inflation

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Insights

Why cash flow is tipped to be the new king of valuations: Epoch

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Insights

Focusing on earnings and the right areas of interest: Munro

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Insights

On the couch…with Munro Partners

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