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Fund Managers Name 13 Stock Picks for an Energy Shock and an AI Boom

The Australian Financial Review

ENRICHED

Details

Date Published
30 Apr 2026
Priority Score
1
Australian
Yes
Created
1 May 2026, 08:00 am

Authors (1)

Description

It’s a confusing time for investors, as they weigh the world’s biggest oil disruption against the largest tech surge. We asked six experts for their tips.

Summary

This article analyzes investment strategies amid a significant technological platform shift driven by the artificial intelligence revolution. While acknowledging AI as a transformative force that 'threatens to change everything,' the focus remains primarily on market positioning and equity selection rather than safety frameworks. It highlights the commercial trajectory of frontier AI hardware through companies like TSMC and Nvidia, which underpins the physical infrastructure necessary for future AI development. The discourse centers on economic volatility and capital allocation rather than the mitigation of catastrophic or existential AI risks.

Body

MarketsChanticleerPrint articleMay 1, 2026 – 8.55amNick Griffin is a believer in the artificial intelligence revolution.The chief investment officer of Melbourne-based fund managers Munro Partners was an early investor in chipmaker Nvidia. He says we’re in the middle of the sort of platform shift that comes along very rarely, and threatens to change everything.Loading...SaveLog in or Subscribe to save articleShareCopy linkCopiedEmailLinkedInTwitterFacebookCopy linkCopiedShare via...Gift this articleSubscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? LoginLicense articleFollow the topics, people and companies that matter to you.Find out moreRead MoreChanticleerOpinionSharemarketAIInflationMiddle East conflictFuture Generation Investment CompanyREA GroupOrica LimitedMacquarie GroupGoodman GroupStocklandAFR WeekendFetching latest articles