2fold: Take Stock with Doug Tynan

Doug Tynan, leading Future Generation Global pro bono fund manager, shares the mindset, rules and real world examples behind his high performance investing approach.

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Investment insights

Future Generation Global HY2024 Q&A Results Webinar 4 September 2024

Please enjoy the recording of our Future Generation Global (ASX: FGG) HY2024 Q&A Results Webinar held on 4 September 2024.

Future Generation Australia HY2024 Q&A Results Webinar 3 September 2024

Please enjoy the recording of our Future Generation Australia (ASX: FGX) HY2024 Q&A Results Webinar held on 3 September 2024.

Magellan’s Nikki Thomas: Could markets see a return of the ‘Fed Put’?

Eric Johnston, The Australian Business Review  If the US slows down more severely than expected, there is room once again for a return of the ‘Fed put’, says Nikki Thomas a long-time stockpicker at Magellan...

How to play higher interest rates for longer in equities

Anthony Macdonald, Chanticleer columnist, The Australian Financial Review Our super funds made two things clear: rates are likely to be higher for longer and equities are back in fashion. We ask some stock pickers to...

Future Generation Australia investment insights

Investment insights from Future Generation Australia fund manager Jun Bei Liu and Ben Griffiths.

2fold: Take Stock with Matthew Kidman, Centennial Asset Management

Matthew Kidman, Principal and Portfolio Manager at Centennial Asset Management discusses how the global conflicts are impacting markets and his views on Artificial Intelligence (AI) and investment opportunities in China.

Forget the fads and go for gold: Lamm

Future Generation highlights L1 Capital’s Rafi Lamm urging investors to avoid AI fads, focusing instead on long-term value in gold, copper, uranium, and energy stocks for sustainable growth and impact investing.

2fold: Take Stock with Raphael Lamm, L1 Capital

Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation.

12 stock picks for a tough investing environment

Future Generation’s pro‑bono fund managers spotlight 12 resilient ASX ideas—from Goodman Group’s data‑centre expansion to Pro Medicus, Abacus Storage King, Alliance Aviation, Mineral Resources, AIC, and Worley—poised to thrive in challenging markets.

12 stock picks from our pro bono fund managers for a tough investing environment

Leading fund managers share 12 resilient stock ideas, highlighting opportunities in healthcare, technology, infrastructure and decarbonisation—reinforcing Future Generation’s model of accessing best-in-class managers to deliver returns in tough markets.

2fold: Take Stock with William Low

Learn about artificial intelligence and why it doesn't look like just another bubble, why Netflix is a long-term stock pick, and the future quality investing philosophy.

Rate cuts don’t matter to these ‘fallen angel’ stock picks

At a Future Generation event, fund managers spotlighted ‘fallen angel’ stocks—Wix.com, A2 Milk, Fleetwood—saying their investments rely on earnings momentum and AI growth, not rate cuts.

Big hurdle needs to be cleared before interest rates can be cut

At a Future Generation shareholder event, Philip Lowe stressed that persistent services inflation—driven by wage‑productivity mismatches—must be resolved before the RBA can consider interest‑rate cuts.

Lowe: Politicians need to fix housing issues and tax

At a Future Generation event, ex‑RBA governor Philip Lowe urged policymakers to address housing tax distortions—like negative gearing and lack of capital gains tax—and rebalance tax settings (raise GST, reduce income/wealth taxes) to safeguard living standards.

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...

Watch the earnings valuations on AI stocks and buy Ferrari: Osmani

At a Future Generation event, Zehrid Osmani (Martin Currie) emphasised AI “enablers” like Nvidia—valued on earnings upgrades—and celebrated Ferrari’s predictable pricing power and strong cash flow as a stable luxury-staple alternative.