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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

Posted on 24 April, 2024
Insights

Shareholder Yield: Reflation, Duration and Salvation

Posted on 18 December 2021
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Insights

Three small companies expected to deliver big returns: Tribeca

Posted on 8 December 2021
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Insights

The winners and losers from the latest AGM season: Redpoint

Posted on 8 December 2021
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Insights

CPD: The investment case for climate

Posted on 6 December 2021
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Insights

The pandemic has accelerated big ESG shifts being watched by investors

Posted on 4 December 2021
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Insights

Four climate themes offer investors the next big thing

Posted on 1 December 2021
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Insights

CPD: China’s ‘Common Prosperity’ regime – What does it mean for investors?

Posted on 30 November 2021
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Insights

CPD: Ethics and the client’s best interests

Posted on 29 November 2021
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Insights

RBNZ hikes 25bps to 75bps. Any lessons for the RBA?…well maybe!!

Posted on 26 November 2021
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