Top fundies reveal 17 stock picks and the big trends to watch in 2026

Future Generation fund managers share their 17 stock picks and the big trends to watch in 2026 with the Australian Financial Review.

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Investment insights

Top fundies name 15 stocks to weather the storm

Discover 15 top stock picks from Future Generation's expert fund managers, including Lanyon Asset Management's Johns Lyng Group, offering strategic insights to navigate current market volatility."

Trump’s tariff shock is smashing markets. The worst could be yet to come

Trump's latest tariff shock rattles markets, but it's the mounting uncertainty—over global supply chains, inflation, and geopolitical tensions—that could inflict deeper, longer-lasting damage on investors.

Future Generation Women: Driving Returns and Gender Equality

Future Generation’s May 2024 update highlights strong small and mid-cap growth, 4.2% monthly returns, $5.4M social investments, and leadership by new Chair Philip Lowe, driving impact and value.

Nine top stock picks to prepare your portfolio for 2025

"Explore the top nine 2025 stock picks from our pro bono fund managers—across ed‑tech, healthcare, ride‑sharing and digital entertainment—delivering long‑term insights for resilient, socially driven portfolios.

10 top fund managers reveal their long-term stock picks

Our pro bono fund managers share ten standout long‑term stock picks—from ResMed and Amazon to Vert x and Mineral Resources—guiding strategic investing that fuels both returns and youth‑focused social impact.

Insights from Oscar Oberg, Lead Portfolio Manager at Wilson Asset Management

Future Generation presents insights from Oscar Oberg (WAM Capital, WAM Microcap, WAM Research, WAM Active)—highlighting small‑cap rebound potential in 2025 and the enduring value of active, purpose‑driven management.

Forrest-backed all-female fund wants to change a pale, male industry

As featured in AFR, Future Generation Women, seeded with $100M from Minderoo Foundation, empowers female fund managers to advance gender equity, delivering strong returns and impactful social change.

2fold: Take Stock with Mark Holowesko, Holowesko Partners

Mark Holowesko, CEO of Holowesko Partners, shares insights on market trends, the US election, and AI in this Future Generation podcast episode. Listen now for expert investment perspectives.

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.