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 News
What is a Dividend Reinvestment Plan (DRP)?

A Dividend Reinvestment Plan (DRP) allows shareholders of Future Generation Global to automatically reinvest their cash dividends into additional shares in the company, instead of receiving cash payments.

Learn more
icon Webinar
Watch the Future Generation Australia FY2025 Q&A Webinar – 12 March 2026

Access the materials from our Future Generation Australia (ASX: FGX) FY2025 Q&A Webinar.

Watch
icon Media
This fund proves capital can deliver returns and impact – for good

What if investment fees could fund real social change? Future Generation Women is backing top managers while tackling inequality.

Read
icon Media
3 top fundies, 10 stocks for the next decade

Our Future Generation fund managers, Anna Milne (WAM), Arms Rosenberg (Minotaur) and Chanel Stuart-Finlay (Plato), share the themes shaping markets and how they pick future leaders.

Read