Articles

Munro Partners’ Qiao Ma says Australia doesn’t need an Nvidia to be a major AI player. Watch the video here.

Corporate Australia is preparing for a wave of change as artificial intelligence rolls out across every part of business, even as executives say they are unclear what the impact will be and are wary of being caught in short-term hype. “AI is going to change everyone’s jobs,” said Adam Driussi, the chief executive of Woolworths-owned…

Market darling Nvidia has cemented its dominance among Wall Street’s elite after its latest earnings shattered analyst forecasts, suggesting the US chipmaker has broken away from its magnificent seven peers and entered into a league of its own. It comes after the Silicon Valley company on Thursday morning unveiled another set of bullish forecasts, which…

Behind every fund launch, there is a story. We’ve hunted down the stories behind some of the best-performing new funds. he launch of Livewire’s Undiscovered Funds series prompts a deep dive into an extensive list of funds launched in the past 12 months. My colleagues Sara Allen and Glenn Freeman have already undertaken a mighty…

How to find the world’s most consistent compounders (and 10 that make the cut) In this wire, Munro Partners’ Kieran Moore shares how the team identifies the world’s most consistent growth stocks. There’s something to be said about stocks that you can safely store in your back pocket – companies that can consistently grow their…

Nvidia’s dominance in the artificial intelligence (AI) processing unit (GPU) market isn’t a solo act. While Nvidia has grabbed the headlines with its powerful H100 chip, a network of suppliers is silently reaping the rewards according to Qiao Ma, partner & lead portfolio manager of the Munro Global Growth Small & Mid Cap Fund, Munro…

Low rates and endless stimulus may have left investors unprepared for the difficult environment that lies ahead. Here are 12 stock picks to consider. Qiao Ma, Munro Partners Data centres are often seen as the picks and shovels of the AI goldrush, but this essential infrastructure needs essential infrastructure, too. Portfolio manager Qiao Ma likes…

Meta’s plans to spend billions of dollars on artificial intelligence has been met with investor scepticism despite higher earnings at the Facebook and Instagram operator. Meta chief executive Mark Zuckerberg used a first quarter financial update to flag a $US3 billion ($4.6 billion) increase in spending on AI, adding the company was well-placed to become…