In this GSFM webinar, Nick Griffin from Munro Partners delivers a mid-year update on global equities, exploring what’s driving markets and where investors should look next. He unpacks Munro’s disciplined investment process, highlights the accelerating impact of AI and data centre buildout on earnings growth, and explains why this structural shift could sustain the current bull market. With insights on portfolio positioning, risk management, and emerging opportunities, this session offers a clear view on navigating a rapidly evolving investment landscape.

Nick Griffin

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.

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