Articles
Rapid fire: All Cap vs Small & Mid Cap
Stock Story: Constellation Energy
Future Generation launches Women’s Investment Fund to Drive Gender Equality
All women management team to waive fees, donating 1 per cent of assets to non-profits supporting women’s economic prosperity and equality Minderoo Foundation commits A$100m to kickstart efforts Senator the Hon. Katy Gallagher, Minister for Women and Minister for Finance, to launch fund Sydney Australia, 4 December 2024: Future Generation will today launch a groundbreaking…
Read MoreThis climate fund returned 74pc while preparing for Trump
As news filtered through last Wednesday that Donald Trump would return to the White House, climate stocks were among the hardest hit. The Invesco Solar ETF dived 10 per cent on the day, offshore wind companies Ørsted and Vestas shed nearly 13 per cent, and electric vehicle charging providers Blink Charging and EVgo sank 11…
Read MoreMunro Climate Series: The line from AI to Clean Energy
AI ————————— Clean Energy I’ve drawn a line. The line follows the rise of AI to increasing demand for clean energy. The launch of Chat GPT in late 2022 ignited rapid AI competition. Running data centres that are required to train and use AI, requires a lot of energy. In fact, Mark Zuckerberg, whose company…
Read MoreResponsible Investment Report FY24
‘Australia has a huge role to play in AI’
Munro Partners’ Qiao Ma says Australia doesn’t need an Nvidia to be a major AI player. Watch the video here.
Read MoreBig business braced for AI wave – and plenty of uncertainty
Corporate Australia is preparing for a wave of change as artificial intelligence rolls out across every part of business, even as executives say they are unclear what the impact will be and are wary of being caught in short-term hype. “AI is going to change everyone’s jobs,” said Adam Driussi, the chief executive of Woolworths-owned…
Read MoreInvestors bet that Nvidia will leave Magnificent Seven rivals behind
Market darling Nvidia has cemented its dominance among Wall Street’s elite after its latest earnings shattered analyst forecasts, suggesting the US chipmaker has broken away from its magnificent seven peers and entered into a league of its own. It comes after the Silicon Valley company on Thursday morning unveiled another set of bullish forecasts, which…
Read MorePedigree, people, and performance – unpacking new fund launches
Behind every fund launch, there is a story. We’ve hunted down the stories behind some of the best-performing new funds. he launch of Livewire’s Undiscovered Funds series prompts a deep dive into an extensive list of funds launched in the past 12 months. My colleagues Sara Allen and Glenn Freeman have already undertaken a mighty…
Read More