Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Australia... Show More
Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie Aitken from Aitken Investment Management says the stock ticks a number of the signals he looks for in contrarian ideas. Show More
Yesterday's business confidence results from NAB have been a talking point amongst domestic equity strategists and fund managers. The result inked the highest levels of business confidence in three years, however, the figure has been somewhat overshadowed by grey clouds in the US. Charlie Aitken, Managing Director at Bell Potter... Show More
Interesting view from Aitken on the lack of strong positioning/opinion from market professionals in the current market. When questioned on why he is one of the few strategists with a bullish view he responded I suppose that's for others to answer, but if I was to guess I suspect that... Show More