Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.
Nick Griffin discusses the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate.Read Transcript
Conference Manager Nick Griffin of Munro Partners talks withs Bryce and Ren on the Equity Mates Podcast to discuss the investing journey of the world reaching net zero. Nick explains how climate change is one of the biggest structural changes happening in the world today and some of the companies that they're looking at within the four sub-trends of climate (spoiler: they’re companies you’ve probably never heard of!). Listen to the episode below.
Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.
Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.
The long-term approach of Carsales (2022 Conference stock pick) and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
Tribeca’s Jun Bei Liu says China’s reopening is only getting started, and names five ASX stocks set to benefit.
Equity Mates are joined by Head of Claremont Global Bob Desmond to discuss his 2022 conference pick, Nike. In the episode Bob unpacks the key metrics, the bull case and the bear case for Nike.
Loathed by motorists, but loved by investors. Transurban came under focus when Catherine Allfrey nominated the roads operator as her top pick at the recent Sohn Hearts & Minds Conference.
These are the mega-themes the smartest minds in the market are now firmly getting behind which they believe can help them deliver outsized profits.
Fund manager turned anti-corruption campaigner Bill Browder is advising investors to hang on to their cash until central banks stop raising interest rates and the cost of living starts to come down.
Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.
HM1 acknowledges the Traditional Owners of Country throughout Australia and acknowledges their continuing connection to land, waters and community. We pay our respects to the people, the cultures and the Elders past and present.
