The September 2025 edition of the Shaw and Partners Research Monitor is now available, featuring a special focus on the Technology sector.

In this edition, our Senior Analyst Jules Cooper, CFA, explores the structural shifts reshaping the digital economy – from AI infrastructure and semiconductors to enterprise software and cloud platforms. His insights are featured alongside contributions from our investment team and global partners, covering the themes driving markets today.

– Navigating the Second Half of 2025: Martin Crabb, Chief Investment Officer
– Q2 2025 Performance: Hansheng Zhang, Investment Analyst
– Enterprise AI: Jules Cooper
– Jules Cooper: Redefining Technology Research in Australia
– A conversation with Gary Miles, CEO of Gentrack Group
– Humanoid Robotics: New Capital, an EFG brand
– From GPUs to Gigawatts: Munro Partners
– Investing for Income: Martin Crabb, Chief Investment Officer, and
– Stock Recommendations

To request a copy, please contact your Shaw and Partners Adviser.

Please be advised that the advice we have prepared for you has been prepared without taking account of your objectives, financial situation or needs. Accordingly, before acting on any advice, you must consider the appropriateness of the advice having regard to your personal circumstances. If the advice we have provided relates to the purchase or possible purchase of a particular financial product, you should obtain a Product Disclosure Statement relating to the product and consider it carefully.