menu close
search-img

2fold: Investing for impact – Take Stock with Nikki Thomas

Nikki Thomas, Portfolio Manager at Magellan, shares insights from the US reporting season, her global equities experience, and why she remains optimistic on the outlook for world-leading US stocks.

Podcast Podcast
Investment insights Investment insights
Future Generation Global

Stay up to date

Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.

Subscribe

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode, Nikki shares insights on the recent US reporting season, her market outlook, and optimism about the US market.

Magellan Financial Group is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.

Listen time: 29 minutes

Access the episode transcript here.

Back

Recommendations

icon Media
‘No from us’: Antipodes avoids SpaceX but likes this AI stock instead

Vihari Ross talks about the market’s hottest IPO, where she’s spotting opportunity to ride the chip boom and why she cashed out of Hyundai.

Read
icon Media
Plato, Munro invest in SpaceX as rival funds wait for the sellers

Munro Partners and Plato Investment Management are among the few Australian growth funds to invest in Elon Musk’s SpaceX IPO while most of their rivals are sitting back until the world’s hottest stock becomes cheaper.

Read
icon Media
This hedge fund is already preparing to sell its SpaceX stake

As retail investors scramble for a slice of Elon Musk’s blockbuster SpaceX float at the end of the week, one Australian hedge fund manager is planning to cash in as soon as he can.

Read
icon Media
Hedge funds double short bets on big four banks to a record $11b

Australia’s major banks are under a fresh attack from hedge funds who have doubled their short positions in the past six months to almost $11 billion.

Read