Perspective on long-term investing: questioning the ‘time in’ the market axiom

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Introduction In the world of investing, there is a long-standing debate between two strategies: timing the market and time in the market. Countless investors grapple with this dilemma. The conventional... Read more continue reading

AI – Bubble or structural shift?

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Artificial intelligence is the topic du jour. It seems it will affect all aspects of life and provide a number of investment opportunities. In this article, GSFM’s investment partner TD... Read more continue reading

Quality Insights: Navigating an increasingly concentrated market

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The narrow leadership in global equities is unprecedented. It is also dangerous. Clyde Rossouw, Head of Quality, explains why markets do not appear as healthy as the headlines suggest, and... Read more continue reading

‘Equity like’ returns on private credit, with investors drawn by stable income

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With returns in the range of 8% to 10% in the private credit market, private credit is offering ‘equity-like’ returns which is drawing investors into this growing asset class, according... Read more continue reading

Capitalising on recent underperformance and temporary disruption in the healthcare sector

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Key takeaways The healthcare sector continues to be supported by strong long-term growth drivers, presenting overall as good value compared to history. The healthcare suppliers’ sub-sector, including equipment distributors (i.e.... Read more continue reading

Strategists say the US election is the biggest risk to markets

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Almost three quarters (74%) of Strategists see the US presidential election as the biggest risk to markets, and 60% think the US election will more likely hinder than support the... Read more continue reading

Atchison cautions against real assets and cash allocations

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Asset consultancy firm, Atchison advocates for a diversified portfolio, emphasising the continued importance of risk assets while maintaining caution with real assets and cash allocations in the third quarter of... Read more continue reading

Portfolio strategies for a higher inflation environment

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Over the course of 2024, inflation has continued its downward trend, pushing it back to levels closer to the goals of most central banks. Nonetheless, many central banks around the... Read more continue reading

Atlantic House opens Uncorrelated Strategies Fund to Australian investors

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Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies, has opened its Uncorrelated Strategies Fund to Australian investors. The Uncorrelated Strategies Fund, launched in the UK in May... Read more continue reading

Australian reporting season to separate the ‘wheat from the chaff’

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Tribeca Investment Partners expects the August reporting season to separate the ‘wheat from the chaff’ in listed companies, with its portfolio managers suggesting slowing economic activity, higher interest rates and... Read more continue reading