Top fundies name 16 stocks for tougher markets
Chanticleer compiles ‘16 stock picks for tougher markets’ from fund managers at Future Generation events, spotlighting resilient ideas such as CSL, Domain, Kogan, ResMed and GFL Environmental.
Please register for the Future Generation Australia HY2026 Interim Results Q&A Webinar.
Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.
Chanticleer compiles ‘16 stock picks for tougher markets’ from fund managers at Future Generation events, spotlighting resilient ideas such as CSL, Domain, Kogan, ResMed and GFL Environmental.
Profit and purpose can converge. Businesses and not-for-profits alike are embracing values-based capitalism, showing that doing good and succeeding financially aren’t mutually exclusive—it’s a both-and future.
The Australian reports on Charles Goodes proposing radical reform to allow self-managed super funds to donate directly to charity, promoting seamless philanthropic giving through retirement savings.
The Australian features Zehrid Osmani of Martin Currie, a Future Generation pro bono fund manager, who argues Ferrari is best valued as a luxury growth brand, driven by exclusivity and pricing power.
AFR reports that Future Generation’s pro bono fund managers, featured in Chanticleer’s ‘10 stocks to buy in 2023 (and one surprising short)’, include Apple as a cautious short amid broader high-conviction long ideas.
David Gonski, speaking at a Future Generation event, said directors can within existing law consider stakeholder interests beyond shareholders by taking long term views that protect reputation and community trust.
Spotlight on Future Generation as Australia’s first listed social impact investor funneling 1%of returns to charity and supporting BackTrack Youth Works
At a Future Generation event, Phil King of Regal Funds Management described his firm as a growth company following its unsuccessful takeover attempt at Perpetual, signalling ambitious plans post‑merger with VGI.
Munro Partners’ Nick Griffin, who manages $1.4b with significant US exposure, told ABC’s The Business inflation will persist into 2023, yet he sees select stocks set to outperform. Munro manages FGG pro bono.
Rising costs, inventory challenges and higher interest rates weigh on retail stocks, but fund manager Tom Richardson sees select opportunities. He manages $100m in the ASX 200-focused Equity Alpha Plus Fund and supports FGX/FGG pro...
Future Generation pro bono fund managers share top stock picks from AMP and health leaders to resources and property, revealing opportunities across sectors in turbulent markets.
Watch the recording with fund managers Jun Bei Liu from Tribeca Investment Partners, Philip King from Regal Funds Management, and Geoff Wilson from Wilson Asset Management.
