Artificial intelligence has been a hot topic this year and was among areas of focus for Munro Partners’ CIO Nick Griffin during a panel session at Livewire Live 2023 on Tuesday 12 September.

The rapid rise in valuations for the dominant players in the space – the so-called “Magnificent 7” – in the year so far caught many by surprise. Especially when compared to the stuttering line traced by the S&P 500 during the same period.

Just how sustained the rally will be remains an open question for many, but not the Munro Partners’ CIO. He pointed to Microsoft as a prime example and explained why the tech industry stalwart isn’t sitting this one out.

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Stephen Miller is an Investment Strategist with GSFM. The views expressed are his own and do not consider the circumstances of any investor.

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