Featured in the AFR, Future Generation fund managers pick 13 stocks positioned for energy shocks and the AI boom, targeting resilient, high-growth companies aligned with long-term structural trends and innovation opportunities.
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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.
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.
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.
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.
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.
