White Papers
Listed below are a range of thought pieces and white papers written by investment experts within GSFM or our investment partners.
It’s a supply shock stupid!
Beware: policy swings like a pendulum too
Every silver cloud has a dark lining
Blitzscale and hope: unicorns, IPOs and the fear of repeating the late 1990s
Who’s afraid of the big bad yield curve?
Trump, tech and trade
Is e-commerce a bubble?
The bond market’s new pessimism
