2fold: Investing for impact

Future Generation
2fold: Investing for impact

2fold: Investing for impact explores the world of investing, philanthropy, mental health, and supporting children and youth at risk, with amazing Australians who are leading the way.

  1. Investing for Impact with Jennifer Westacott

    14 APR

    Investing for Impact with Jennifer Westacott

    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 everyday individuals to be involved in philanthropy.   Commenting on the rising anti-Semitism in Australia, Jennifer discusses how we should respond to this challenge, and find the balance between protecting free speech and curbing hate speech. Finally, Jennifer delves into the importance of financial independence for women, and how best to promote this culture of wealth accumulation and savings for our future generations.  Episode transcript

    45 min

  2. 12 MAR

    Take Stock with John Coombe

    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 about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics Full transcript here

    17 min

  3. 13/11/2024

    Take Stock with Ryan Quinn

    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. Episode Transcript

    25 min

  4. 08/10/2024

    Take Stock with Tom Richardson, Paradice Investment

    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. Episode Transcript

    20 min

  5. 08/09/2024

    Take Stock with Mark Holowesko, Holowesko Partners

    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. Episode Transcript

    41 min

  6. 05/08/2024

    Take Stock with Nikki Thomas, Magellan

    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. Episode Transcript

    25 min

  7. 14/07/2024

    The future of warfare, with Dr Ian Langford

    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.

    42 min

  8. 13/06/2024

    Take Stock with Matthew Kidman, Centennial Asset Management

    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

    47 min
See All (38)

Ratings & Reviews

4.5
out of 5
17 Ratings

About

2fold: Investing for impact explores the world of investing, philanthropy, mental health, and supporting children and youth at risk, with amazing Australians who are leading the way.

Information

  • Creator
    Future Generation
  • Years Active
    2020 - 2025
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    2fold: Investing for impact

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign-in or sign-up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada