Future Generation Fundies name 13 stock picks for an energy shock and an AI boom

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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Investment insights

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.

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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.

2fold: Investing for impact – Take Stock with Nikki Thomas

Nikki Thomas, Portfolio Manager at Magellan, shares insights from the US reporting season, her global equities experience, and why she remains optimistic on the outlook for world-leading US stocks.

Future Generation Summit 2023 – Access the insights

Future Generation hosted its Summit in Sydney on 26 October 2023, inviting investors and philanthropists such as Geoff Wilson, Dan Pallotta, David Gonski and others to explore strategic giving, impact investing and social change.

Nine stock picks from some of Australia’s biggest fund managers

Future Generation’s pro bono fund managers feature in the SMH’s ‘Nine top stock picks to prepare your portfolio for 2025’, spotlighting healthcare, ride‑sharing and YouTube entertainer investments for long‑term growth.

Meet the Manager – Morry Waked, Vinva

Future Generation’s pro bono fund manager Vinva, led by Morry Waked, applies quantitative, AI-driven strategies to deliver diversified Australian and global portfolios, enhancing shareholder returns while aligning with Future Generation’s impact mission.

Surge in bond yields fuels caution and it’s worth keeping some cash aside, says Geoff Wilson

Geoff Wilson, founder of Future Generation, advises caution amid surging US bond yields, recommending investors retain some cash in reserve while maintaining a long‑term, time‑in‑market investment mindset.

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Future Generation pro bono fund managers are spotlighted in the AFR’s ‘11 long term stock picks’, revealing high conviction ideas spanning healthcare, digitisation and resources to inform resilient investment strategies.

2fold: Investing for impact – Take Stock with Nick Markiewicz

Nick Markiewicz discusses his investment process and how it has evolved over his career, how Lanyon selects companies to invest in and the investment case for Universal Music Group.

2fold: Investing for impact – Take Stock with John Coombe

Caroline Gurney, CEO of Future Generation, speaks to John Coombe, Executive Director of Jana Investment Advisers, and Investment Committee member for both Future Generation Companies.

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Future Generation’s pro bono fund manager Martin Currie focuses on sustainable, high‑conviction quality growth investment—unconstrained, ESG‑centric, concentrated portfolios of 20–30 globally diversified positions built on rigorous fundamental analysis.

Investment Insights with Ben Griffiths from Eley Griffiths Group

In this edition of Investment Insights, Future Generation CEO Caroline Gurney speaks to Ben Griffiths, Co-Founder, Managing Director and Portfolio Manager at Eley Griffiths Group.