Nick Griffin breaks markets down into the good, the bad and the ugly — a bull market still being driven by AI, near‑term volatility fueled by geopolitics and oil, and a software sector grappling with deep structural disruption. Corrections, he argues, are part of a maturing cycle, not the end of it. But when it comes to software, Griffin believes uncertainty — not valuation — is the real risk right now.

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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.