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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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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.
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