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

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CIO Views – Weekly Bulletin | Resumption of US-Iran hostilities increases need for selective investment

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What markets are missing about hawkish Kevin Warsh and US rate rises | AFR Opinion

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International (ex US) and emerging market fixed income show value | Adviser Voice

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RBA minutes: staying’ live | Adviser Voice

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Private markets move into investment mainstream | InvestorDaily

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Private markets becoming a core allocation as listed markets narrow | Adviser Voice

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The Fed: “hawkish”…sort of… | Adviser Voice

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Fed holds rates steady, but more see higher rates as next move | The Australian

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High quality businesses are on sale | Firstlinks

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Eight stock picks that fund managers expect to go on a tear | AFR

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