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MUNRO
Funds management
Two fund managers have identified artificial intelligence and machine learning as trends they are embracing for 2024 which could greatly reward the market leaders....
Funds management
Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month....
Funds management
The fund, managed by lead portfolio manager Qiao Ma, will provide exposure to a concentrated portfolio of high-quality small and medium cap equities with the potential fo...
Funds management
Despite concerns that the popularity of pharmaceutical drug Ozempic is overblown, two fund managers are seeing stock picking opportunities from its success. ...
Funds management
Avoiding ‘banana skins’ has helped the $1.4 billion Munro Global Growth Fund post positive performance in the three months to 30 June....
Funds management
The Munro Global Growth Fund has benefited from the share price spike seen in Nvidia that valued the company at US$1 trillion....
Funds management
Investor appetite for equities is set to recover as markets “look through the valley” to the other side of the bear market, according to the fund manager. ...
People & Products
Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors. ...
Funds management
Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...
Funds management
The Munro Global Growth fund has begun to put cash to work, almost halving its exposure, as it is more optimistic about resilient earnings....
Funds management
Munro has indicated the signposts it is watching before it goes back in the market again, with the Global Growth fund holding over 40% of its portfolio in cash....
Funds management
Investors are ignoring a major upcoming change that could “wreak havoc” on markets, according to Munro Partners’ chief investment officer, Nick Griffin....
Funds management
The hurdle rate for the Munro Global Growth fund has risen to 6%, the firm said, in light of the persistent ‘lower for longer’ interest rate environment. ...
Funds management
While several firms are exiting or reduce their exposure to Chinese stocks over regulatory risks, Platinum is viewing it as a buying opportunity....
Funds management
Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been its largest holding less than a year ago....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...