Articles

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…

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…

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,…

The Munro Global Growth Small & Mid Cap Fund clocked its one-year anniversary back in October, and whilst Livewire is reluctant to focus on any fund’s one-year performance (past performance is not a reliable indicator of future return), in this case, we’re making an exception. Firstly, the performance of the Fund has been exceptional (62.2% over 1…

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 the traditional technology sector. Qiao Ma’s comments follow her recent research trip to Chicago which focused on identifying fast-growth companies within many of their key…

Munro Partners portfolio manager Qiao Ma has painted a compelling vision of the investment landscape, identifying pivotal trends poised to reshape industries in 2025 and beyond. In her 2025 outlook, Ma highlighted how artificial intelligence (AI), energy transition, and an industrial renaissance in the US are driving growth across diverse sectors. While AI’s dominance in…