Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were being “whipsawed” by instability concerns in Italy, and Dick Smith Electronics was getting ready to debut on the ASX. Over long... Show More
Drawdowns are an inevitable part of investing; even Berkshire Hathaway fell by more than 50% during the GFC. As growth investors, Nick Griffin from Munro Partners, says that it’s important to protect yourself both against stock specific risks, and market risks. Here, he explains their approach. “Most equities don’t outperform... Show More
An incredible 28 billion litres of spirits are consumed around the world each year. Of this, a mere 22% is produced by recognised distillers; the vast majority is made up by the Chinese spirit baijiu, local products, and moonshine. “If you want an emerging markets thesis, or you’re looking for a... Show More
In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could be a macro call, sector view, stock idea, or even some useful tech. Today’s insight is by Nick Griffin from Munro... Show More
Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via the ingredients companies controlling the food supply. In this short video, he explains why this thematic is so attractive. Key... Show More
In the following presentation Nick Griffin, Head of International Equities at K2 Asset Management talks through some of the major discussion points in International equity markets over the March quarter. In this short video presentation, Nick gives an update on fund performance and 'the connected car' - part of the... Show More