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.
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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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Future Generation is an investment model that delivers more. We provide investment returns and real social impact by partnering with leading Australian and global fund managers, who generously waive all management and performance fees. This allows us to channel 1% of assets each year to Australian not-for-profits supporting vulnerable Australian children, youth mental health and the economic advancement of women – without compromising shareholder returns.
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Future Generation
Future Generation is an investment model that delivers more. We provide investment returns and real social impact by partnering with leading Australian and global fund managers, who generously waive all management and performance fees. This allows...
Expertise
Future Generation
Future Generation is an investment model that delivers more. We provide investment returns and real social impact by partnering with leading Australian and global fund managers, who generously waive all management and performance fees. This allows...
Expertise
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