Chief Investment Officer Nick Griffin has just returned from two weeks in the US, attending the Goldman Sachs Technology Conference and the Morgan Stanley Industrials Conference, alongside numerous company meetings. In this update, Nick shares what he heard on the ground: a strong but bifurcated US economy, rapidly accelerating demand for compute as companies move into the industrialisation phase of AI, and why the team believes the data-centre build-out is only around halfway through. He also discusses the recent pullback across AI and travel names, and where Munro sees the key opportunities into the end of the year.

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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.
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