Investment Insights: Navigating the Australian market with Jun Bei Liu

Future Generation CEO speaks to Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners about recent market volatility, the IMF’s 2023 recession forecast and her top stock picks. 

Stay up to date

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

Play

 

In the latest edition of Investment Insights, Future Generation CEO speaks to Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners about recent market volatility, the IMF’s 2023 recession forecast and her top stock picks. Please watch the video to hear more about how Jun Bei is managing the long-short fund, how Australia is positioned to navigate rampant inflation and which sectors are best placed to withstand the current economic challenges.

Read the transcript.

Recommendations

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.

Phil King took a $10m punt on Firmus – now it’s worth $160m

The AFR covers the Firmus IPO, featuring pro bono fund manager Ben Griffiths’ comments following the Sydney AFR Shareholder panel moderated by Anthony Macdonald, alongside Phil King and Regal’s role as Future Generation pro bono...

ASX 200 is facing a lost year. These 25 stocks are braced for bad news

Geoff Wilson AO, Julia Weng and Matt Haupt featured in an AFR Chanticleer article following the Melbourne Shareholder Presentation, highlighting market volatility, earnings risks and cautious optimism ahead of the upcoming reporting season.

What is a Dividend Reinvestment Plan (DRP)?

A Dividend Reinvestment Plan (DRP) allows shareholders of Future Generation to automatically reinvest their cash dividends into additional shares in the company, instead of receiving cash payments.