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 – […]

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 […]

Top Stock Picks, Tips, and Market Predictions

Stephen Bruce, Director, Portfolio Management and Head of Research, Perennial Partners shares his thoughts on the market, where it’s headed and his top investing tips and stock picks. IV: Where do you see strong income opportunities in 2022? Stephen Bruce: The post-COVID recovery will see earnings bounce back strongly across most sectors of the market […]

Interest Rate Securities

Interest rate securities are a class of investment where, essentially, you lend money to a company or institution which pays you interest for a period of time. Some loans are perpetual and you only get your money back by selling the loan to another investor. However most of the products are for a fixed period […]

When to Sell Non-Performing Stocks: Key Signs and Strategies

It is undoubtedly the most difficult decision to make for investors in the share market: when is it time to sell? I am not talking about when to jump off perennial high-flyers such as A2 Milk (A2M) or Altium (ALU), where the decision most likely translates into when do I start crystallizing some of my […]

Investment Basics

Just starting out on your investment journey? Have you been investing for a while and need a refresher? A smart investor takes the time to be clear on the basic principles of investing and uses these to improve investing skills over time and more importantly, to avoid the costly pitfalls.  Where are you now? The […]

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 […]

How Do You Go About Setting Financial Goals?

Goals are simply things that we decide we want to do or achieve in a certain timeframe. Setting meaningful financial goals may be the smartest thing you do that will lead you towards financial freedom. Goal setting plays such an important and integral part of the investing journey. Investors may spend a considerable amount of […]