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

From

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

continue reading

Market outlook: Quarterly update

From

“Global equity markets made a solid start to the year in Q1 2023, following a particularly tough year in 2022. Having recognised we were in a bear market early in

continue reading

Semiconductors are the new oil in the world of artificial intelligence

From

In a world of artificial intelligence (AI), semiconductors are the new ‘oil’, says Munro Partners’ founding partner and chief investment officer, Nick Griffin. During a panel discussion at the Portfolio

continue reading

Munro Partners appoints portfolio manager

From

Munro Partners (Munro) has appointed Qiao Ma to the newly created role of portfolio manager. She will be based in Melbourne and report to chief investment officer Nick Griffin. Ms Ma

continue reading

Global and local market outlook positive but COVID-19 uncertainty remains

From

The first half of 2022 will continue to be an uncertain time for markets as the full impact of the Omicron variant makes its mark on the Australian economy –

continue reading

Munro Climate Change Leaders Fund to be accessible on the ASX

From

Munro Partners and GSFM have launched their second ASX quoted fund, the Munro Climate Change Leaders Fund, with ASX ticker MCCL. The actively managed MCCL.ASX seeks to maximise long-term capital

continue reading

The investment case for climate

From

While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address

continue reading

Munro launches Climate Change Leaders Fund 

From

Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund to provide Australian investors with the opportunity to invest in the new decarbonised green economy. The fund focuses on

continue reading

Pockets of opportunity provide good prospects for global bonds and equities

From

The COVID-19 pandemic recovery remains non-linear across developed and emerging economies leading to a patchy outlook for bond and equity markets, but pockets of opportunity remain, according to GSFM and

continue reading

The wealth effects of climate change

From

Addressing a group of financial advisers during a recent webinar, Munro Partners CIO Nick Griffin called climate change the ‘biggest S-curve’ – or greatest investment opportunity – of his lifetime.

continue reading