Articles
Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers
The market-thumping fund manager is looking to tomorrow’s winners after producing big capital gains from owning the likes of Nvidia. After a blockbuster year of returns in 2024, Munro Investment Partners is shifting its bets from semiconductor winners to energy businesses expected to power a decades-long artificial intelligence boom. The group’s founding partner and chief…
Read MoreBuy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink)
Investing in Climate: A Defining Theme for the Next Generation
For investors, few themes have ever matched the scale and urgency of climate change. Over the past two decades, the rapid rise of the internet transformed global markets, creating trillion-dollar industries and reshaping economies. Today, we stand at the beginning of an arguably larger structural shift – the transition to a net-zero economy. Decarbonisation is…
Read MoreCI Global Asset Management Funds Recognized for Investment Excellence
Thirty-four CI GAM mandates earn FundGrade A+® Awards TORONTO–(BUSINESS WIRE)–CI Global Asset Management (“CI GAM”) announces it has received 34 FundGrade A+® Awards for 2024. The awards recognize the “best of the best” in Canadian investment funds and CI GAM’s winners include 12 mutual funds, five exchange-traded funds and 17 segregated funds. “We are honoured to once again…
Read MoreIs this it? Nvidia, DeepSeek and the risks to your portfolio
AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win. Growth manager Nick Griffin of Munro Partners has won big in the…
Read MoreWhat does it mean for Munro’s climate strategy, now that Trump has withdrawn the US from the Paris Agreement?
Since his inauguration earlier this week, US President Trump has announced (as he did in 2017 when he was last President) that the US will withdraw from the 2015 Paris Agreement on climate change, as well as signing executive orders winding back support for wind-powered energy and electric vehicles. While these actions are clearly negative…
Read MoreWhich 5 global equity funds delivered 50%+ returns in 2024?
The best global equity funds surged over the past year, making it back-to-back stellar years for some global managers. 15th Jan, 25 The S&P 500 made it consecutive 20%+ annual returns in 2024, with last year’s 23% gain falling slightly short of the 24.2% delivered in 2023. In fact, three of the past four years…
Read MoreThe most asked questions in 2024 on the climate strategy
Munro Partners says there’s still value in five of the Magnificent Seven stocks
Watch the video: Munro Partners says there’s still value in five of the Magnificent Seven stocks – ABC News The spotlight’s been on the Magnificent seven stocks; Apple, Nvidia, Meta, Microsoft, Telsa, Alphabet, and Amazon, even before the DeepSeek shock, with growing worries about concentration risk. But Munro Partners chief investment officer Nick Griffin believes…
Read MoreTop investment picks from industry leaders: Part 2
Portfolio managers are identifying key investment opportunities across various sectors, each reflecting their belief in significant growth potential. In this second edition of our holiday stock pick instalment, we bring you picks spanning clean energy, healthcare, emerging markets and technology. These selections highlight sectors poised to capitalise on evolving trends and emerging demand. Kieran Moore,…
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