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White Papers

Listed below are a range of thought pieces and white papers written by investment experts within GSFM or our investment partners.

Is the Fed fighting the last inflation war?
GSFM

Is the Fed fighting the last inflation war?

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The return of price discovery

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Is good news bad?

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Bad beta

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The limits of theory

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The old normal and the president

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Back to the future – the ‘old normal’

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Tech is the new macro III: When ‘bits’ meet ‘atoms’

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What do we mean when we talk about value?

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The winds of change

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