David Allen, Future Generation Global pro bono fund manager, discusses the evolution of active investing, explaining how data and technology influence decisions, while emphasising that human judgement continues to play a crucial role.
Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.
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.
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.
Please enjoy the recording of our Future Generation Global (ASX: FGG) HY2024 Q&A Results Webinar held on 4 September 2024.
Please enjoy the recording of our Future Generation Australia (ASX: FGX) HY2024 Q&A Results Webinar held on 3 September 2024.
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...
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...
Investment insights from Future Generation Australia fund manager Jun Bei Liu and Ben Griffiths.
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.
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.
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.
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.
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.
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.
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.
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.
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.
