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Munro Partners

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GSFM Conversations: On Stage with Nick Griffin, Qiao Ma and James Tsinidis from Munro Partners

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Insights

Markets are reacting to tariff uncertainty, still firmly believe the U.S. is in a bull market: CIO | CNBC

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Insights

Munro shifts stock bets from semiconductor winners to energy suppliers and AI application providers | Livewire

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Buy Hold Sell: The investing megatrends you can’t ignore (and some you should rethink) | Livewire

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Buy Hold Sell: 5 global tech leaders (and 2 more you simply can’t ignore) | Livewire

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Insights

Is this it? Nvidia, DeepSeek and the risks to your portfolio | nabtrade Your Wealth

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Munro Partners says there’s still value in five of the Magnificent Seven stocks | ABC

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China AI hopeful DeepSeek rocks Wall Street’s magnificent seven | AFR

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A 2025 global growth equities outlook

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