Articles

Portfolio managers are identifying key investment opportunities across various sectors, each reflecting their belief in significant growth potential. In this second edition of our holiday stock pick instalment, we bring you picks spanning clean energy, healthcare, emerging markets and technology. These selections highlight sectors poised to capitalise on evolving trends and emerging demand. Kieran Moore,…

The Munro Global Growth Small & Mid Cap Fund clocked its one-year anniversary back in October, and whilst Livewire is reluctant to focus on any fund’s one-year performance (past performance is not a reliable indicator of future return), in this case, we’re making an exception. Firstly, the performance of the Fund has been exceptional (62.2% over 1…

Munro Partners portfolio manager Qiao Ma predicts 2025 will be a pivotal year for artificial intelligence (AI), and the role it plays in companies of all sizes, particularly those outside the traditional technology sector. Qiao Ma’s comments follow her recent research trip to Chicago which focused on identifying fast-growth companies within many of their key…

Munro Partners portfolio manager Qiao Ma has painted a compelling vision of the investment landscape, identifying pivotal trends poised to reshape industries in 2025 and beyond. In her 2025 outlook, Ma highlighted how artificial intelligence (AI), energy transition, and an industrial renaissance in the US are driving growth across diverse sectors. While AI’s dominance in…

2024 in review – The sun did shine! The bull market that began in 2023 continued in 2024, with equity markets experiencing a year of solid gains across the board. While global economic conditions remained challenging; inflation ultimately peaked, as too did interest rates and absent a recession, markets returned to focusing on corporate earnings…

All women management team to waive fees, donating 1 per cent of assets to non-profits supporting women’s economic prosperity and equality Minderoo Foundation commits A$100m to kickstart efforts Senator the Hon. Katy Gallagher, Minister for Women and Minister for Finance, to launch fund Sydney Australia, 4 December 2024: Future Generation will today launch a groundbreaking…