Macro
Charlie Aitken

I’m writing to you from New York following a week of meetings with companies, investment banks, analysts, strategists, fund managers and executives.The timing of the trip coincided with a bout of heavy volatility breaking out on Wall Street, largely as a result of the trade dispute. It’s helpful to be... Show More

Equities
Charlie Aitken

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers are 2.4x higher on average than those with low levels of technical competency. Automation is increasing its penetration in lower... Show More

Equities
Charlie Aitken

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success reflects how powerful the “Instagram Generation” can be in shaping trends, particularly with respect to health and beauty. Jenner has 131 million followers on... Show More

Equities
Charlie Aitken

I am one of three brothers, and most Sundays in our childhood Dad would pack us all in the car and take us for a drive to see or do something interesting. This was clearly to give Mum a well-deserved break from us for a few hours. Show More

Equities
Charlie Aitken

Over the summer break I was listening to the classic Australian comedy “Wired World of Sports” by the Twelfth Man, aka Billy Birmingham. One of the sketches involves a mock interview between “Big Darrell” Eastlake and an unfortunate America gymnast called “Rick Disnick”. Show More

Charlie Aitken

What an extraordinary period in markets this is. I haven’t seen anything like this since the peak of the .COM bubble. When prices are moving irrespective or even inverse to fundamentals it remains very hard to remain disciplined in the investment process. It becomes easy to give in to FOMO... Show More

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