Value vs Growth Investing: Choosing the Right Strategy for Long-Term Gains

The new year has seen equity markets continue their seemingly unstoppable march higher. Given the substantial outperformance of ‘growth’ stocks over the past decade – and 2019 in particular – there is currently a robust debate around whether it’s time to switch to a more ‘value’ oriented portfolio. In my view, this is an over-simplification […]

National Council (Board of Directors)

The affairs of the AIA are managed by our National Council (Board of Directors). The Council meets in person generally three to four times per year in person, and meets by teleconference at least monthly. Your current Council includes:- Peter Dawson Chair Marina Cardillo Deputy Chair Marina graduated from The University of Sydney as a […]

Aged Care – are you prepared?

No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. And with the COVID-19 pandemic and the Royal Commission putting aged care well in the spotlight this year, many people are questioning what choices they have for care in their older years. When should […]

2017 Australian Investors Association Annual Conference

Active Investment – Charlie Aitken, Aitken Investment Management A presentation by Charlie Aitken given at the 2017 AIA annual conference. How to Find Unloved Stocks – Chris Stott, Wilson Asset Management A presentation by Chris Stott given at the 2017 AIA annual conference. Why dividends, growth and franking matter in the world of Trumpflation – […]

Cash Management Trusts

A Cash Management Trust account is an investment product rather than a straightforward bank account so it has a few different characteristics when compared to a cash management account or a savings account. It is important that investors be aware of the differences so that they can make informed investment choices when they are deciding […]

Australian Investors Association: Advocacy & Submissions

The Australian Investors Association (AIA) represents and advocates for a group of self-directed investors who choose to make their own decisions about their investments. The AIA is a national not-for profit organisation.  Many of our members are self-funded retirees and many members use the tax provisions of superannuation to extend the life of their retirement […]

State Organisers: Local Committees and Contacts Guide

In each state, the AIA has a locally elected State Chairperson, and a state committee. State Chairs and State Committees Each state committee manages the affairs of the Association locally.  These committees have responsibility to arrange local functions and provide support for our members at the local level. The current State Committees are:- New South WalesChair:Hannah Schwartz […]

Member Benefits: Investors Helping Investors

The AIA has over 2,500 active investors from diverse backgrounds.  Many are highly experienced and sophisticated investors, who are happy to share some of their insights and key pieces of information, which has often taken them many years to develop.  AIA members have no product or service to promote.  They are simply here to help.  […]

Australian Investment Association (AIA): Independent Investment Insights

The Australian Investment Association is a not for profit organisation dedicated to providing independent quality investment information helping Australians to decide their financial future. First formed in 1991, we act with integrity and are not aligned to any institution which allows us to filter and hand select the best possible information for our members. We do not […]

State of the Market – Australian Housing Market Overview

Australia’s housing market is in a period of transformation, marked by a downturn driven by rising interest rates and economic uncertainties. As one of the most scrutinized sectors of the economy, the housing market reflects broader financial trends and impacts millions of Australians. Eliza Owen, Head of Residential Research Australia at CoreLogic, offers an in-depth […]

Global Technology Stocks & Compelling Opportunities

Technology has been the defining force of the modern economy, revolutionizing industries across the globe. From communication and transportation to healthcare and entertainment, its impact has been limitless. Nick Thomson, Portfolio Manager of Lakehouse Capital’s Global Growth Fund, is at the forefront of this technological transformation and in this session, he will share his expert […]

Emerging Markets: Long-Term Trends & Investment Opportunities

Emerging markets (EM) continue to present unique opportunities and challenges for investors. As the global landscape shifts, certain megatrends are reshaping the dynamics of these markets. In this session, Anthony Doyle, Cross Asset Investment Specialist at Fidelity International, will share his insights on the long-term trends driving growth in emerging markets, the challenges presented by […]