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.
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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.
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’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.
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...
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.
Former Reserve Bank governor Philip Lowe has joined the chorus of voices warning that stubborn inflation could lead to interest rates staying higher for longer than many expect.
WAM Leaders’ Matthew Haupt, a pro bono fund manager for Future Generation, highlights signs of a global manufacturing rebound and opportunities in companies including Ansell, Brambles, Orora, Qube Holdings and WiseTech Global.
With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200.
Future Generation sits down with Kelli Meagher of Sage Capital to decode reporting season themes—cost pressures, pricing power, and RBA inaction—spotlighting which companies may outperform in a softening economy.
Future Generation unveils ten top stock picks from pro-bono fund managers—spanning health, tech, and natural resources—to help investors position their portfolios for long-term success in the year ahead.
Future Generation highlights the Daily Telegraph’s feature on pro-bono fund managers’ ten top stock picks—spanning healthcare, technology, and high-performance firms—designed to strengthen your long-term portfolio resilience.
