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Everything from Munro Partners/GSFM

EOY update: Still time to ride the AI boom

From Munro Partners/GSFM

We are two to three years into a global AI boom, not a bubble, according to Munro Partners founding partner and chief investment officer, Nick Griffin. “When I hear the

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17 Dec 2025

Munro Partners launches first SMA on Praemium

From Munro Partners/GSFM

Munro Partners, a leading global equity investment manager, has launched its first Separately Managed Account (SMA) on the Praemium platform. The Munro Global Growth Equity SMA will be managed by

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13 Aug 2025

Munro steers clear of EV producers, focuses on companies enabling energy efficiency

From Munro Partners/GSFM

The case to invest in electric vehicle (EV) producers could be falling away as supply increases, highlighting that not all clean energy investments are created equal. Emerging opportunities are coming

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14 May 2025

Munro Partners’ portfolio manager unveils key investment trends

From Munro Partners/GSFM

Munro Partners portfolio manager Qiao Ma predicts 2025 will be a pivotal year for artificial intelligence (AI), and the role it plays in companies of all sizes, particularly those outside

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12 Dec 2024

Munro Partners wins at the Australian Fund Manager Awards

From Munro Partners/GSFM

Munro Partners has won Best Australian Based Global Equity Manager at the 2024 Australian Fund Manager Awards. The Australian Fund Manager Awards is in its 25th year. The awards celebrate

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21 Oct 2024

Munro Partners releases its annual Responsible Investment and stewardship report

From Munro Partners/GSFM

Munro Partners has released its third annual Responsible Investment report. In it, it outlines how it uses stewardship to try to improve company performance through four case studies. Perhaps the

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29 Aug 2024

Unveiling the hidden winners in Nvidia’s AI powerhouse

From Munro Partners/GSFM

Nvidia’s dominance in the artificial intelligence (AI) processing unit (GPU) market isn’t a solo act. While Nvidia has grabbed the headlines with its powerful H100 chip, a network of suppliers

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02 May 2024

Munro expects tech rally to run in 2024, led by Nvidia

From Munro Partners/GSFM

The biggest companies in the S&P 500 all grew earnings in 2023 after large structural changes accelerated technology earnings, and this is likely to continue in 2024, led by semiconductor

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23 Jan 2024

Munro Partners launches global growth small and mid cap fund

From Munro Partners/GSFM

Munro Partners has launched a global growth small and mid cap fund. The fund will be managed by Lead Portfolio Manager Qiao Ma. The Munro Partners Global Growth Small and

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02 Nov 2023

Shifts from cash to digital payments driving opportunities in global equities

From Munro Partners/GSFM

Companies that enable digital payments are set to grow their earnings in a meaningful way in the medium to long term, according to partner and portfolio manager at Munro Partners,

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09 May 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]