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.
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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.
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.
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.
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...
Andrew Denton reflects on his most memorable interviews, advocacy with Go Gentle for end-of-life choice, personal mental health challenges, and relationships with families driving voluntary assisted dying reform, with humour throughout.
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.
Please enjoy this Q&A article with Zoe Black, CEO and co-founder of Happy Paws, Happy Hearts one of Future Generation Global's social impact partners.
Future Generation Australia (ASX: FGX) is delighted to announce that Dr Philip Lowe, Governor of the Reserve Bank of Australia (RBA) from 2016 to 2023 will become its new Chair following the company’s Annual General...
Former Reserve Bank of Australia governor Philip Lowe has been appointed to Geoff Wilson’s $470 million Future Generation Australia charitable funds management vehicle.
Former RBA Governor Philip Lowe joined Future Generation Australia as Chair. This is his first role after the central bank, supporting FG’s model donating 1% of assets to youth charities.
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.
Please enjoy the recording of our Investor Webinar, held on Wednesday, 6 March 2024.
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.
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.
