menu close
search-img

2fold: Take Stock with Zehrid Osmani

A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.

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

This new episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.

Martin Currie is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.

Listen time 25 minutes.

Read the transcript.

Available on all major streaming platforms:


 

 

Back

Recommendations

icon Investment insights
Future Generation Fundies name 13 stock picks for an energy shock and an AI boom

Featured in the AFR, Future Generation fund managers pick 13 stocks positioned for energy shocks and the AI boom, targeting resilient, high-growth companies aligned with long-term structural trends and innovation opportunities.

Read
icon Investment insights
Phil King took a $10m punt on Firmus – now it’s worth $160m

The AFR covers the Firmus IPO, featuring pro bono fund manager Ben Griffiths’ comments following the Sydney AFR Shareholder panel moderated by Anthony Macdonald, alongside Phil King and Regal’s role as Future Generation pro bono...

Read
icon Investment insights
ASX 200 is facing a lost year. These 25 stocks are braced for bad news

Geoff Wilson AO, Julia Weng and Matt Haupt featured in an AFR Chanticleer article following the Melbourne Shareholder Presentation, highlighting market volatility, earnings risks and cautious optimism ahead of the upcoming reporting season.

Read
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