Equities
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
Fund Manager Q&A
One change in the investment landscape is that markets now only price in the present and there’s no great institutional advantage in access to information. That’s the view of Charlie Aitken, CIO of AIM Funds, who describes his process as akin to setting a trap in anticipation of changing markets.... Show More
Buy Hold Sell
In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Resources have performed well as recovery and reflation increasingly becomes... Show More
This week Livewire attended the ‘Better Manage your Wealth’ seminar, hosted by Market Matters. The event featured talks by a number of speakers including James Gerrish of Shaw Stockbroking, and Charlie Aitken of AIM. Here’s a wrap on Charlie’s current views on 'the good, the bad, and the ugly'... Show More
Star stock-picker, Charlie Aitken, thinks that stock markets may have peaked in April 2015. “It’s probably fair to say that the bull market is over. I think you have to pick stocks”. Most of the top 20 stocks are going backwards as there’s no growth in banks or resources. While... Show More
Charlie Aitken from Aitken Investment Management says while recent headlines have focused on the slide in commodities – few have picked up on the price recovery over the past month. “I think commodity prices could rally… No one has mentioned in the last month that the iron ore price has... Show More
June saw pretty indiscriminate selling across most sectors in the ASX. Charlie Aitken from Aitken Investment Management says there is a natural resistance in the market at around the 5400 level. Aitken says: “It was a pretty dramatic month and even I was surprised at how aggressive it got in... Show More
Bell Potter executive director Charlie Aitken has entered the debate over the future of Westfield Retail Trust, strongly advising clients to vote for the merger between Westfield Retail and the Australian and New Zealand operations of Westfield Group. Read the full article by the AFR at this link http://www.afr.com/p/business/property/charlie_aitken_backs_westfield_merger_7se8kUKbCyFLeFxejh7BcK Show More
Buy Hold Sell - Geoff Wilson vs John Abernthy discussing market technology, registries and listed broking firms. The ASX holds a dominant market position but can it continue to grow? IRESS have recently made advances into the UK market hoping to find new opportunities. Computershare generates income both domestically and... Show More
Speaking yesterday at Bell Financial Group's AGM, Charlie Aitken shared his market outlook. Describing himself as 'selectively bullish' he spoke of his concern of iron-ore and banking stocks. In the short term I am worried about iron ore and iron ore equities, it's the first time I have worried about... Show More