Growth Investing in a World of Rising Interest Rates: Interview with Nick Griffin

Nick Griffin, Chief Investment Officer at Munro Partners, shares his thoughts on the Growth Investing in a World of Rising Interest Rates.

Emerging markets, Europe, resources, and banks have all recently bottomed out and beginning to improve, while Europe appears to be doing the same. “If you put all those macro pieces together, we see better macro-momentum next year… It’s a slightly better year next year, mainly because it’s just less bad.”

So, what does this mean for growth investing? With improving growth comes the risk of higher inflation and higher interest rates, which can result in a reduction in the earnings multiple that investors are willing to pay; “we need to be much more vigilant about the multiples we’re investing at.”

In the short video, he explains why pricing power is so important in this environment.

This interview was published by Livewire

Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you whether your decision is appropriate for you. Contributors to this show may have commercial or financial interests in the companies mentioned.