Articles

Nothing makes governments pull money out of thin air faster than threats to their sovereignty… and a little coercion from Donald Trump. That’s the backdrop to NATO allies’ plan to lift defence spending to 5% of GDP by 2035, a sharp step-up that reflects the return of great power politics and the push to modernise…

Munro Partners wins at the 2025 Fund Manager of the Year Awards Munro Partners has won Global Equities Large Cap Fund of the Year at the Money Management Annual Fund Manager of the Year Awards 2025 for the Munro Concentrated Global Growth 37 th Fund. Winners are determined by research house Lonsec and the criteria…

Three fund managers have shared why they opted to expand their distribution to the New Zealand market, with adviser engagement rather than platforms crucial to achieving success in the wholesale market. In March, Pella Funds Management announced it had expanded its fund offering to allow direct access to its Global Generations Fund in New Zealand as a…

Qiao Ma talks about identifying killer small & mid caps, leveraging Munro’s tried and tested process for finding standout growth companies Munro Partners’ investment process presents as a finely-tuned instrument designed to whittle down the 50,000-odd listed companies on the planet to a handful that have the best long-term growth prospects. The process begins with…

Interesting story or genuine growth company? “Show me the earnings growth, and I’ll show you what I think about it” says Munro’s Qiao Ma. According to Munro Partners’ Portfolio Manager Qiao Ma, only 5% of the companies the team looks at are “genuine winners” – a reality she describes as “really humbling” as a stock picker.…

The ASX held its latest Investor Day in Brisbane over the weekend. Don’t miss the upcoming Melbourne and Sydney events! Livewire has once again partnered with the ASX for its latest round of Investor Days, the first of which was held in Brisbane last weekend at the Brisbane Convention and Exhibition Centre. Upcoming events will…

Despite the Trump Administration’s retreat from global climate leadership, we nevertheless stand at the beginning of a larger structural shift – the transition to a net-zero economy. For investors, few themes have ever matched the scale and urgency of climate change. Climate change is a multi-decade investment opportunity, and one that will outlast the current…

Australia-based global equities manager, Munro Partners, has formally opened a portfolio investment entity (PIE) vehicle for wholesale NZ clients. Hosted by Adminis, the Munro Global Growth Climate Leaders PIE, invests into a concentrated portfolio of stocks expected to “enable or benefit from the decarbonisation of the planet”, according to fund documents. It is understood the…