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.
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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.
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
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.
