The inflation wolf at the door?

October 6, 2020

In a column written for Investor Daily, GSFM’s Stephen Miller examines the spectre of inflation. For read more

‘We’re all fiscalists now’ but Keating is still wrong on the RBA

September 27, 2020

Stephen Miller writes for The Australian Financial Review: It is perhaps an apocryphal story, but back read more

Inoculating markets from economic influenza: GSFM

July 30, 2020

Economic uncertainty existed before the COVID-19 pandemic, but investment performance depends on more than economic fundamentals, read more

FAANG stocks need to check their privilege

July 29, 2020

Nick Griffin, CIO Munro Partners, said the COVID-19 pandemic had accelerated trends that were already in read more

Investment strategies need to change: GSFM

July 29, 2020

A number of factors have contributed to the current economic uncertainty, and investment strategies need to read more

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