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News & Insights

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.

2fold: Investing for impact, Episode 10 with Bernie Shakeshaft

This podcast episode features Bernie Shakeshaft, founder of BackTrack Youth Works, who shares how animal-assisted agricultural learning transforms at-risk youth, expands across Australia, and keeps kids engaged and hopeful.

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.

More economic pain as rate rise looms, warn top fund managers

Millie Muroi is a business reporter at The Sydney Morning Herald, covering banks, financial services and markets. Leading fund managers say Australia will avoid a recession, but the worst is yet to come as consumers...

Why charities shouldn’t be ‘crucified’ for acting like corporates

Dan Pallotta argues that charities shouldn’t be punished for operating like businesses - investing in growth boosts impact.

Peace dividend blow puts philanthropy in peril

Geopolitical tensions are eroding the peace dividend and crowding out funding for education, health, housing and climate investments. Future Generation urges bold, collaborative philanthropy and tax‑incentivised models to counter this shift.

2fold: Investing for impact, Episode 9 with Jane Rowe OAM

n this episode, Jane candidly shares her story, Mirabel’s mission and how we can unite to bring about positive change. 

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.

Top fund managers share 11 stock picks for the long term

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.

Q&A with Stephen Carbone, Founder and CEO of Prevention United

Prevention United is part of the new portfolio of impact partners funded by Future Generation Global.

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.

Q&A with Katrina Lines, CEO of Act for Kids

Act for Kids, led by CEO Dr Katrina Lines, delivers trauma‑informed, integrated therapy for children affected by abuse, neglect and family violence, accelerating healing and resilience.