Navigating 2025: Markets, Trump 2.0, AI & what’s next
In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opportunities they're seeing across our different Areas of Interest. Prepared by Munro Partners, a corporate authorised representative of Munro Asset
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