White papers
Listed below are a range of thought pieces and white papers written by investment experts within GSFM or our investment partners.
GSFM
Stephen Miller has penned several Investment Perspectives, available as follows:
| Published | Title | Download |
| August 2018 | The bond market’s new pessimism | [ View PDF |
| July 2018 | The boy who cried wolf was right in the end | [ View PDF |
| June 2018 | Is good news bad? | [ View PDF |
| April 2018 | Bad beta | [ View PDF |
| March 2018 | The old normal and the president | [ View PDF |
| February 2018 | Back to the future – the ‘old normal’ | [ View PDF |
Epoch Investment Partners
Epoch produces a range of in-depth white papers and insights on capital markets and investment-related topics, particularly as they relate to the global equity shareholder yield strategy employed by Epoch.
| Published | Title | Download |
| April 2018 | The limits of theory | [ View PDF |
| January 2018 | Tech is the new macro III: When ‘bits’ meet ‘atoms’ | [ View PDF |
| December 2017 | The winds of change | [ View PDF |
| December 2017 | What do we mean when we talk about value? | [ View PDF |
| August 2017 | Tech is the new macro II: Implications for labour markets and productivity | View PDF |
| June 2017 | Tech is the new macro I: Impacting all three components of return on equity | [ View PDF |
| May 2017 | The impact of passive investing on market efficiency | [ View PDF |
| February 2017 | Trump and trade: what are the risks? | [ View PDF |
