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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

P/E ratio no magic elixir to global equity pricing

Posted on 24 September 2019
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Insights

CPD: Circumventing ‘flat earth’ market thinking

Posted on 18 September 2019
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Insights

Ethics – Protecting your most valuable assets

Posted on 18 September 2019
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Insights

Monetary policy needs a friend

Posted on 5 September 2019
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Insights

Winners and losers from the streaming wars: Munro Partners

Posted on 30 August 2019
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Insights

How to know when a stock is a structural loser: Munro Partners

Posted on 19 August 2019
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Insights

CSL remains a buy: Tribeca

Posted on 19 August 2019
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Insights

How to pick growth stocks that will keep on winning: Munro Partners

Posted on 11 August 2019
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Insights

Why this economist says fears of a slowdown are overplayed: Payden

Posted on 7 August 2019
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