2018 Annual Conference Video Presentations

2018 Australian Investors Association Annual Conference

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Charlie Aitken - Stock picking in a world growing in sync.

Charlie believes we have seen the low points in interest rates, inflation and volatility for most likely our lifetime. Interest rates, inflation and volatility likely will go up from here. That has ramifications for your portfolio.

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Marty Switzer interviews Paul Black, WCM Investment Management

In this skype interview, Marty Switzer is joined by Paul Black. Paul reveals the global investment themes he sees driving growth over the next few years, as well as WCM’s unique process for picking stocks that has resulted in an impressive history of outperformance.

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Hamish Douglass - The World Economy Synchronised

A question and answer session with Hamish discussing the growth theme and how investors may deal with it.

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Paul Moore- Bondnado; Hikes in interest rates could be harmful for investors in government bonds.

Paul presents his thoughts on how an inflection point in interest rates may impact investing, and the potential investment anomalies that may subsequently arise.

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Marcus Padley - Dumb Money & Smart Money

Marcus explains the difference between Smart Money and Dumb Money and how you can avoid one and adopt the practices of the other.

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Stephen Koukoulas - 27 Years and no recession. Just how strong is the Australian economy?

What can and should be done to see Australian growth pick up? What does it mean for investment opportunities?

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Saul Eslake - An update on the global and Australian economies

Saul gives his insights into both the global and our domestic economies.

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Roger Montgomery - Staying or Leaving?

The returns have been high and the risks low for investors. But how long can it last? Data suggests returns will be lower over the next few years. The only question that remains is whether those lower returns will be accompanied by higher volatility.

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