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.

Stay up to date

Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.

Investment insights

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.

Philip Lowe backs RBA’s caution on rate cuts

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.

Manufacturing rebound in sight: WAM Leaders

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.

2fold: Take Stock with Matt Haupt

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.

Meet the manager – interview with Kelli Meagher Portfolio Manager at Sage Capital

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.

Ten top stock picks to prepare your portfolio for the new year

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.

10 top stocks to buy, from 10 top fund managers

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.

Top investors name 11 long-term stock picks

Future Generation pro bono fund managers are featured in AFR’s 11 long term stock picks, sharing high conviction ideas in healthcare, digitisation and resources to support strong portfolio growth.

This is what Australia’s top investors are predicting in 2024

Future Generation's pro bono fund managers share their predictions in Capital Brief—highlighting the rise of miracle drugs, battery technology breakthroughs, and a private equity reckoning to shape investor attention in 2024.

Small Caps, Big Ideas 2023

Caroline Gurney and Magellan Financial Group Portfolio Manager, Nikki Thomas speak to Founder and Managing Director of ausbiz, Kylie Merrit during the 'Small Caps, Big Ideas' Webinar.