Two videos from Munro Partners, in which CIO Nick Griffin shares the team’s insights.

Video one: Global market outlook (5 mins)

Nick Griffin shares the team’s global market outlook for 2018 and explains why Munro remains positive on global equities for the year ahead, largely due to the positive health of the global economy.

https://youtu.be/AXYGjdkbBlE

Video two: Investment themes – follow the money (7 mins)

Corporates are now spending heavily on digital transformation, not just for growth, but for their very survival. This creates a tailwind for providers of cloud computing, data analytics, and AI. Here Nick looks at the winners from this theme, as well as the winners from two other themes for 2018.

https://youtu.be/L_QDLWbd1d4

 

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.