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The latest news and information from GSFM and our investment partners worldwide.

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CIO Views – Weekly Bulletin

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The RBA will cut rates this week, but what comes next matters more | AFR

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Taiwan’s mega US debt pile raises alarm amid US dollar weakness, Man Group warns | Livewire

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Munro Partners Dumps Tesla, Backs Other Tech | Finance News

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Asian currencies tipped to rise against weakening US dollar, says Man GLG | InvestorDaily

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US markets operating with optimistic outlook despite slowing economy: GSFM | InvestorDaily

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US inflation: of known and unknown unknowns (the ghost of Donald Rumsfeld) | Adviser Voice

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How will Trump’s tariffs impact the RBA? | Financial Standard

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Munro decarbonisation fund tops ESG performance | FS Sustainability

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US market mispricing economic slowdown with four Fed rate cuts and higher bond yields expected | Adviser Voice

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