menu close
search-img

2fold: Take Stock with John Coombe, JANA Investment Advisers

Listen to John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies discuss the portfolios.

Podcast Podcast

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 of Future Generation’s podcast, 2fold: Take Stock, John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global (ASX: FGG) portfolio.

John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics.

Listen time 17 minutes

Read the transcript.

Available on all major streaming platforms:


 

 

Back

Recommendations

icon News
Future Generation Global announces strong total shareholder return and increased fully franked dividend

The Board has declared an increased fully franked interim dividend of 4.2 cents per share, bringing the annualised fully franked interim dividend to 8.4 cents per share, representing a 5.0% increase from 2025.

Read
icon Media
Future Generation lifts dividend after 20pc return

Future Generation Australia Board of Directors declares increased fully franked interim dividend.

Read
icon Media
30+ fund managers, no fees: Inside Future Generation’s charitable fund-of-funds model

Future Generation has raised more than $100m for Australian non-profits, and works with many of the country's best fund managers.

Read
icon Webinar
Future Generation Global HY2026 Interim Results Q&A Webinar

Please register for the Future Generation Global HY2026 Interim Results Q&A Webinar.

Learn more