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News & Insights

Future Generation ‘Meet the Chairs’ Webinar 4 July 2024

Please enjoy the recording of our Future Generation 'Meet the Chairs' Webinar 4 July 2024.

Future Generation Australia
Future Generation Australia investment insights

Investment insights from Future Generation Australia fund manager Jun Bei Liu and Ben Griffiths.

2fold: Take Stock with Matthew Kidman, Centennial Asset Management

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 an investment that changes the world

Rotary celebrated its 119th anniversary with Future Generation, highlighting $75.8 million donated to youth charities. Together, they promote impactful investing that supports youth mental health and community wellbeing.

A philanthropic twist to a novice investor’s share market journey

Phyllis shares how investing with Future Generation helped grow her wealth while supporting youth charities. She highlights that anyone can invest responsibly, earn dividends, and make a real social impact, no matter their background.

2fold: Take Stock with Raphael Lamm, L1 Capital

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.

Forget the fads and go for gold: Lamm

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.

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.

12 stock picks for a tough investing environment

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.

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.

Australian Philanthropy 2024 Awards

We are delighted to win the Collaboration Award alongside Seer Data & Analytics and Social Outcomes for our Future Generation Global Impact Measurement Initiative, and to have been finalists for the Innovation Award at the Australian Philanthropy...

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.

Former RBA boss warns Australian living standards in firing line

At a Future Generation panel, ex‑RBA Governor Philip Lowe cautioned that without a meaningful lift in productivity—and reforms to the tax system—Australia’s living standards will stagnate, despite likely rate cuts.

Lowe sees ‘strong case’ for RBA board members to stay

At a Future Generation event, Philip Lowe argued that maintaining current RBA board members—appointed to set interest rates through 5-year terms—offers beneficial continuity amid elevated inflation, over wholesale replacement mid-cycle.