In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook.

The conversation explores how investment ideas are integrated into the portfolio, the role of cultural analysis in decision-making, and the strategies that drive sustained growth. This episode is a must-listen for finance professionals and investors seeking to understand the dynamics of global investing and the factors influencing successful fund management. Join us for a compelling discussion that emphasizes the importance of strategic thinking in shaping the future of investment.

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In this episode of "Take Stock," Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation funds is not only a professional responsibility but also a personal mission.

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In this episode of Take Stock, Future Generation CEO, Caroline Gurney, talks with Mark Holowesko, the Founding Partner and CEO of Holowesko Partners, one of Future Generation Global's (ASX: FGG) pro bono fund managers. Mark discusses his investment philosophy, and provides his perspectives on US debt and potential threats to equity markets. He also shares his views on the upcoming US election and how he is positioning his investment portfolios accordingly.

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Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan. 

In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes.

Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy.

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Dr Ian Langford is one of the Australian Defence Force’s most respected and decorated leaders. Over three decades in the Army, Ian served in Afghanistan, Iraq, Israel and Syria, among other places. In this episode, Ian discusses his career in the Defence Force, key lessons he has learned being in conflict zones, military ethics and the future of warfare.

In this episode of Future Generation's podcast, 2fold: Take Stock, 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.

Centennial Asset Management is one of Future Generation Australia’s (ASX: FGX) pro bono fund managers.

Episode Transcript

In this episode of Future Generation's podcast, 2fold: Take Stock, 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. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.

L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers.

In this episode Caroline Gurney, CEO of Future Generation, speaks with William Low, Portfolio Manager, Yarra Global Share Fund and Head of Global Equities at Nikko Asset Management. William discusses his view on Artificial Intelligence (AI) and why he believes we are still underestimating it's impact. He also shares why Netflix is his long-term stock pick.

This episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. 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 next five years; and why a Trump victory in November could be good for stock markets.

Regarded as one of Australia's best interviewers, Andrew Denton has spent more than two decades captivating audiences with hard-hitting questions and thought-provoking commentary. In the hot seat this time around, Andrew delves into his commitment to social causes through Go Gentle, his not-for-profit which works to promote choice at the end of life for terminally ill Australians. While it’s not without a few laughs, the conversation also covers Andrew's own mental health challenges and his relationship with the families behind the fight for voluntary assisted dying laws.

Please note that the views, information, or opinions expressed during the 2fold: Investing for Impact series are solely those of the speakers and do not necessarily represent the views or positions of any entities they represent.

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. 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. Listen to this episode as Matt discusses the ASX reporting season, his market outlook for 2024 and the future of Listed Investment Companies. 

Wilson Asset Management is the lead supporter of the Future Generation companies and is one of Future Generation Australia's (ASX: FGX) pro bono fund managers.