Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.

As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.

Talking Points:

• Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
• Thoughts on the current market environment
• Early takeaways from Trump 2.0
• How Nick manages investments in a volatile market
• Munro's strategy and how it's playing out
• Why Nick is a big believer in the AI revolution and how Munro is positioned
• Stock ideas and standout opportunities
• Market outlook for the US and global equities
• Performance of Munro's funds
• Discussion on Munro's ASX-listed funds, including MAET
• Are they ETFs or something else?
• How an active fund manager navigates the rise of ETFs
• Risks to be cautious of going forward
• Key indicators to watch in the tech space
• Words of wisdom for retail investors

Views held are current at the time of recording and are subject to change.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest On the Couch. In this episode I am joined by Marnie Reid (Computershare’s CEO of Issuer Services for Australia and New Zealand).

As CEO Issuer Services Australia and New Zealand, Marnie Reid is responsible for the leadership, growth and day to day management of the Issuer Services business in Australia and New Zealand.

Prior to joining Computershare in 2022, Marnie had been a client of Computershare for 30 years with both AMP Limited and NRMA (now IAG). While at AMP, Marnie oversaw the governance of AMP’s retail register as Head of Shareholder Services, working in the Investor Relations and Corporate Communications teams.

Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in 2021 in recognition of her advocacy work in fostering best practice and development programs in retail investor relations.

In this podcast we talk scams and how to spot them and what CPU does to ensure your data and shareholdings are safe.

Plus a look at what you can do to prevent fraud and estate planning.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.

In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer.

The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukraine. With defence spending on the rise, Henry and Andrew take a closer look at how investors can gain exposure to the sector.

It may not be very ESG-friendly, but it's becoming a necessity.

They cover the three main Defence ETFs on the ASX:

• DFND
• ARMR
• DTEC

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.

Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.