Episodios

  • The future of warfare, with Dr Ian Langford

    The future of warfare, with Dr Ian Langford
    Jul 14 2024
    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.
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    42 m
  • Take Stock with Matthew Kidman, Centennial Asset Management

    Take Stock with Matthew Kidman, Centennial Asset Management
    Jun 13 2024
    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
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    47 m
  • Take Stock with Raphael Lamm | L1 Capital

    Take Stock with Raphael Lamm | L1 Capital
    May 13 2024
    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.
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    23 m
  • Take Stock with William Low | Yarra Capital Management

    Take Stock with William Low | Yarra Capital Management
    Apr 18 2024
    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.
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    19 m
  • Take Stock with Zehrid Osmani | Martin Currie

    Take Stock with Zehrid Osmani | Martin Currie
    Mar 28 2024
    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.
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    26 m
  • Advocating for end-of-life choice, with Andrew Denton

    Advocating for end-of-life choice, with Andrew Denton
    Mar 22 2024
    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.
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    40 m
  • Take Stock with Matthew Haupt | Wilson Asset Management

    Take Stock with Matthew Haupt | Wilson Asset Management
    Feb 29 2024
    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.
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    20 m
  • Mike Baird’s Innings: Cricket, care, and country

    Mike Baird’s Innings: Cricket, care, and country
    Jan 5 2024
    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).
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    41 m