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. 

I spoke with Charlie about his recent move from broking to funds management and the adjustments to his approach that this transition has forced upon him. As always, he is candid with his views and articulates why he believes markets are about to experience a significant rotation. He also discusses how his fund is positioned, on both the long and the short side, in anticipation of how he expects the landscape to evolve.

I think this is a hugely interesting point in markets... My number one view is that interest rates have bottomed for your lifetime - both cash rates and bond yields. 

Topics discussed

  • Lessons from a career in broking including 'best and worst' calls
  • Australia’s absent Animal Spirits
  • The low point for interest rates in your lifetime
  • The catalyst that will see interest rates and bonds move higher
  • Asset classes, sectors and stocks that will be impacted by these moves
  • A high conviction ASX stock call

David Gotz

Great interview!

Bre Wolf

Great interview. Charlie Aitken is so impressive with his concise and knowledgeable views on the markets.

Eleanor Er

Rare to find a market commentator with such insight and so straight-talking!

Good views on the markets. I learn a lot from this interview

John Ferguson

I am very impressed with his candour and knowledge. John Ferguson

vince nigro

Fantastic views Charlie and great insights.

Adam Easter

A great interview from beginning to end. Thanks to James (+ team) and CA. Going straight to the AIM website for a nose around.

James Marlay

Appreciate the feedback folks. We have some good guests coming up and will aim to release one of these each fortnight.

Shernavaz Cooper

Great interview. Very interesting to hear Charlie's insights and views on the market.

Wendy Exelby

Really enjoying these segments. Charlie is a legend.

donald swain

Is Charlie the greatest straight talker in the AU market ? Certainly none better. An educational and illuminating talk. I am very grateful.

Pete Latham

What a great interview ! Thanks to Charlie for being so candid and sharing his personal journey. James conducted a warm, relaxed, well prepared and informative interview that took me back to "Friday Afternoon Round Table" days. A great watch (and listen) all round !