Will Low on market cycles, AI opportunities and what comes next

Hear from Future Generation Global fund manager, Will Low.

Stay up to date

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

Source: YouTube

Published: October 8, 2026

Lee Hopperton, our Chief Investment Officer speaks with Will Low, Head of Global Equities at Amova Asset Management and Portfolio Manager of the Yarra Global Share Fund. Edinburgh based, Will manages money pro bono for Future Generation Global. He shared how they’ve adapted the portfolio in response to rising momentum in global equity markets, where they’re finding opportunities within AI, and what sectors investors are missing.

Watch the 10-minute video: Will Low on market cycles, AI opportunities and what comes next

Recommendations

In Conversation with Phil King and Geoff Wilson AO

Phil King speaks with Geoff Wilson AO to reflect on a career spanning more than 35 years in investment management.

Join us for the October and November Shareholder Presentations 2026

Please join us for the upcoming October and November 2026 Shareholder Presentations.

Asset Allocation with Bruce Tomlinson

How Future Generation manages asset allocation during uncertain market conditions.

Insights from the Investment Committee with Gabriel Radzyminski

Learn how the Future Generation Investment Committees select leading active fund managers.