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This week, James and Anthony consider what the US inflation print means for US president Joe Biden, compare the turnover of a Guzman y Gomez store to its competitors, and discuss changes to Qantas’ loyalty program.
On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them.
Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month.
The fund, managed by lead portfolio manager Qiao Ma, will provide exposure to a concentrated portfolio of high-quality small and medium cap equities with the potential for capital growth.
Munro Partners has launched the Munro Partners Global Growth and Mid-Cap fund, managed by lead portfolio manager Qiao Ma.