Munro Partners’ Qiao Ma joins the podcast to share her insights on the current state of AI and global investing. She questions whether any of the so-called Magnificent 7 tech giants truly have a robust AI strategy and explores whether the dominance of cloud computing has already peaked. Qiao also discusses how AI is levelling the playing field across industries, highlights several non-AI sectors that are delivering exceptional earnings growth, and considers whether investors should start looking beyond the US for the next wave of opportunity.

Listen to the Your Wealth podcast

Qiao Ma

Qiao Ma joined Munro Partners in February 2023 as Partner and Portfolio Manager and is responsible for championing stock ideas and managing these positions within each of the Munro’s strategies – absolute return, the long only and climate. Qiao is also lead portfolio manager for the Global Growth Small & Mid Cap Fund.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
Next Episode