January 17, 2018
Two videos from Munro Partners, in which CIO Nick Griffin shares the team’s insights.
Video one: Global market outlook (5 mins)
Nick Griffin shares the team’s global market outlook for 2018 and explains why Munro remains positive on global equities for the year ahead, largely due to the positive health of the global economy.
Video two: Investment themes – follow the money (7 mins)
Corporates are now spending heavily on digital transformation, not just for growth, but for their very survival. This creates a tailwind for providers of cloud computing, data analytics, and AI. Here Nick looks at the winners from this theme, as well as the winners from two other themes for 2018.