2fold: Investing for impact Future Generation

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. 

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 discusses post-premiership life, the current state of Australian politics, and why backyard cricket is here to stay. We also discuss his relationship with faith and the intersection of his faith with public service.
Mike currently chairs Future Generation Australia (ASX: FGX).

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 season, her market outlook, and optimism about the US market.
Magellan Financial Group is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.