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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

RBA: hawkish eye?

Posted on 8 May, 2024
Insights

Russia/ Ukraine tensions lead to risk aversion with inflation

Posted on 24 February 2022
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Insights

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

Posted on 17 February 2022
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Insights

Focusing on earnings and the right areas of interest: Munro

Posted on 14 February 2022
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Insights

On the couch…with Munro Partners

Posted on 28 January 2022
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Insights

What do higher bond yields imply for equity markets?

Posted on 28 January 2022
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Insights

If the RBA is wrong about inflation, it’s time to change its mind

Posted on 27 January 2022
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Insights

CPD: Global equities- Reflation, duration and salvation

Posted on 23 January 2022
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Insights

Jun Bei Liu’s extraordinary journey

Posted on 19 January 2022
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Insights

Tribeca Alpha Plus Fund 2022 Preview

Posted on 18 January 2022
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