Magellan’s Nikki Thomas: Could markets see a return of the ‘Fed Put’?
Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.
Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan Financial Group.
In this episode of Take Stock, a podcast series by Future Generation, 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.
Listen time 25 minutes.
Transcript available here.
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The Future Generation Companies, Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), are Australia’s first listed investment companies to provide investment and social returns.
Future Generation provides shareholders with exposure to leading Australian and global fund managers who deliver a stream of fully franked dividends and capital growth to investors. This group of leading fund managers manages $1.3 billion in assets on a pro-bono basis, waiving their performance and management fees. Their generosity allows the Future Generation companies to invest 1% of net tangible assets each year in not-for-profit organisations.
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