Your home or office, Australia

The Evergrande saga has shown us the importance of knowing what is in your portfolio. Many corporate bonds/crypto funds are exposed to either Evergrande bonds directly or via other corporates that are exposed as creditors/other providers to Evergrande.  In a low rate world, the risks that are taken in chasing yield are often hidden from investors. Charlie Aitken will discuss why keeping it simple may just be the best strategy for the current times.

Guest Presenters

  • Charlie Aitken

    Founder + CIO, Aitken Investment Management
    AitkenInvestmentManagement EliseHassey 1040

    Charlie Aitken has 30 years of equity and futures market experience. Charlie’s career began on the Sydney Futures Exchange in 1992. He subsequently worked for County Nat West equities division in 1995 which became Citigroup Australia. In 2003 Charlie left his role at Citigroup to form, with partners, institutional broking house Southern Cross Equities. Southern Cross was later acquired by Bell Financial Group. During his time at Southern Cross Equities and Bell Financial Group, Charlie was the author of the widely followed stock market and macro strategy newsletters “Under the Southern Cross” and “Ringing the Bell”. Charlie remained at ASX listed Bell Financial Group acting as Executive Director until he established Aitken Investment Management in 2015. Since 2015, Charlie has acted as Chief Investment Officer and Chief Executive Officer of Aitken Investment Management. Charlie is an expert contributor to the Switzer Report.