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 – […]

Real Estate Investment Trusts (REITs)

An Australian Real Estate Investment Trust (A-REIT) is a unitised portfolio of property assets, listed on the Australian Stock Exchange (ASX). They are an alternative to direct property investment and can be used to provide portfolio diversification. A REIT is a diversified and professionally managed portfolio of real estate assets that enables investors to access […]

Fundamental Investing Strategies

There is no foolproof stock picking strategy. Fundamental investing strategies are simply applications of theories and sometimes two seemingly opposite strategies can be successful. It is important, whichever strategy you choose, that it fits your personality, the time you have available and your risk tolerance. Let’s take a look at some different types of fundamental […]

Making an Investment

You’ve decided on an investing strategy, you’ve documented your plan, you’ve sourced your broker and set up an account. Now it is time to put your strategy into action – make an investment and buy a parcel of shares. Explore this section for a practical ‘how to’ guide to get you started.  Market basics Market […]

What Does the Future Hold for Infrastructure Stocks?

The global infrastructure sector has been facing significant challenges due to the COVID-19 pandemic, with lockdowns, travel restrictions, and economic slowdowns impacting everything from utilities to transportation. However, amidst the disruption, the future of infrastructure stocks holds both opportunities and challenges. In this blog post, we’ll explore how the pandemic has affected infrastructure stocks, identify […]

Five Resources Stocks with the Strongest Outlooks

The 2021 financial year will be remembered as the year in which global equity markets recovered after the initial shock of the COVID-19 pandemic. The co-ordinated global commitment to economic stimulus, followed by the release of effective vaccines, enabled the market to not only recoup the COVID-induced losses, but also surge to new highs. The […]

Can stockpickers outperform the market?

One of the main reasons given for establishing an SMSF is having more control over what you can invest in, and for many this means having control over the shares you hold in your portfolio. If you’ve chosen to establish an SMSF, chances are you think you’re pretty good at picking stocks (and investing in […]

How to Prepare for Inevitable Stock Market Corrections

Share markets can drift seemingly higher and higher without a hitch for many years, then one day due to sudden turbulence, markets will often ‘pop’ and correct. How can an investor be prepared for such unforeseen events? Long term investors learn from experience that stock market sell offs happen on a fairly regular basis. These […]

Investing in Tech and Cybersecurity Stocks

An early digital adopter, an astute and well-researched investor and an AIA member, Hannah Schwartz* shares her investing journey and discusses emerging trends and opportunities in the tech and cybersecurity space How and when did your investing journey begin? I started investing in my late 20s. My father was an accountant and he taught me […]

Investing in US Stocks: Key Things To Know

Whether it is global portfolio diversification or reduced investment risk, international stocks present a world of opportunities. Despite that, only around 15% of Australian investors have direct investment in international shares, according to the latest ASX Investor Survey. When asked about the investment intentions for the next 12 months, 17% of investors surveyed by the […]

Three Stocks to Buy and Three to Avoid: Julia Lee

Investors Voice (IV) chats with Julia Lee, Chief Investment Officer, Burman Invest on three stocks to buy, three to avoid and those with strong income opportunities. IV: Your top three stock picks and why? Julia Lee: I like companies that can demonstrate that an upgrade cycle is underway. QBE like other global insurers is strong […]

Corporate Investments

Most corporate bonds are traded over the counter (OTC) which means you need to go through a specialist broker such as FIIG Securities. However some, such as mortgage trusts, are offered to retail investors directly by the issuing company and some are listed on the ASX. If you are considering investing in corporate bonds, ASIC […]