2fold: Investing for impact

In this powerful episode, marking Mental Health Month, we speak with former senior trader Nick Gorman about the hidden cost of high performance. After two decades in high-stakes finance, Nick hit breaking point. Now, he helps others avoid the same fate. We explore the importance of early intervention, sustainable success, and building mental resilience before burnout takes hold.

Doug Tynan, co-founder and Chief Investment Officer of GCQ Funds Management, and one of our leading Future Generation Global (ASX: FGG) pro bono fund managers, unpacks the power of active management. Doug shares his investment approach - covering his essential checklist, the psychology behind investing, and why he goes to unusual lengths, even driving for Uber, to understand the companies he inves...

Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career.  Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating vehicles, like the Future Generation model, for ever...

John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns ab...

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, t...

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...

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...

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 mar...

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 T...

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 Capit...

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...

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 w...

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 2...

Former NSW Premier, Mike Baird AO is a household name and recognised business leader, driven to serving his country and local community. From investment banking to state politics, chairing Cricket Australia and aged care groups, Mike has a real determination to drive change for good in both the private and public sector. In this episode, Mike offers his unique perspective on leadership and discuss...

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode, Nikki shares insights on the recent US reporting...

After seeing the plight of disadvantaged youth in his community, Bernie Shakeshaft decided to take action. Starting in 2006 with a shed and an idea, Bernie founded the BackTrack Youth Works Program, in an effort to turn around the lives of kids struggling to stay in school, stay out of trouble and falling through the cracks. Using the skills he developed growing up and as a jackaroo in the Norther...

Jane Rowe OAM dedicates her life to helping the children left behind in the wake of substance abuse. Following a privileged British upbringing and personal addiction challenges, Jane worked as a drug and alcohol counsellor in Australia where she witnessed firsthand the devastating effects that substance abuse has on families. Inspired to make a positive change and to stop the cycle of addiction, s...

In the second episode of Take Stock, Caroline Gurney, CEO of Future Generation, speaks to Nick Markiewicz, Portfolio Manager at Lanyon. Nick 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.

We are excited to launch our new Future Generation podcast series, Take Stock. In this series, we get a backstage pass into the minds of our leading pro bono fund managers and Future Generation supporters. In the first episode, Caroline Gurney, CEO of Future Generation, speaks to John Coombe, Executive Director of Jana Investment Advisers, and Investment Committee member for both Future Generation...

You might recognise Don Spencer from his three decades on Play School. That’s how most Australians know him. But there’s so much more to Don than bears and chairs. He is, as we discovered, one of those people with “stories to tell”. He’s toured with the Rolling Stones, flirted with Marianne Faithfull, played hockey with the national Kenyan team, learnt guitar from Roger Whittaker, and had Russell...

Michael Chaney is one of the country’s most successful business leaders and an advocate for the Voice to Parliament. For the past 3 decades, Michael has dominated corporate Australia. As CEO of Wesfarmers, he grew the company’s value from $1 billion to $10 billion and he’s also chaired some of Australia’s top tier companies – such as National Australia Bank, Woodside Petroleum and, of course, Wesf...

This special episode features Wim Hof, a Dutch adventurer, extreme athlete and motivational speaker. Wim is known as the Iceman for his ability to withstand freezing temperatures and holds more than 20 Guinness World Records. He has climbed Kilimanjaro wearing only a pair of shorts. He has run a half marathon above the Arctic Circle barefooted and is affectionately called the Godfather of Cold. He...

Wendy McCarthy is one of Australia’s most influential women.  For more than 50 years Wendy’s been at the forefront of feminism, corporate and public life in Australia.  Her trailblazing advocacy has truly shaped this country. For example, if your dad was at your birth, you can thank Wendy because back in the 1960’s she fought for the rights of fathers to be at their child’s birth. She’s also fough...