Australian Shareholders' Association

ASA Chair, Steven Mabb, recently joined Philip Muscatello on the Shares for Beginners Podcast to discuss a crucial aspect of investing: trust in management. Steven shared his insights from years of monitoring ASX companies, emphasising that while most are well-managed, there are exceptions. He highlighted the importance of assessing management quality and urged investors to watch for red flags, such as a lack of transparency or decisions that don’t align with shareholder interests – especially in light of recent governance failures. 🎧 Tune in now on Spotify, Apple Podcasts, or YouTube: https://lnkd.in/gcJ5bHdE

‘Active, Passive and the future of investing’ - A very big thank you to Miles Staude - CIO and Emma Davidson - CEO of Staude Capital Fund (GVF) for a very informative presentation today at the Sydney Investor Forum. Great to have Rachel Waterhouse - CEO of the Australian Shareholders' Association and Geoff McClelland - ASA NSW State Chair join us today along with over 60 ASA members and guests.

Volatility in equity markets - what does it mean for your investments in 2025? In this week's ASA Insight, Maroun Younes, Fidelity International, explores the turbulent start to the year, from geopolitical events to AI disruptions, and shares why investors may need to reset their expectations after two exceptional years for the S&P 500. Discover his outlook on global markets, the potential for midcap growth, and how to navigate the uncertainty ahead. 📖 Read the full article now: https://lnkd.in/ggGkC8u2

⏰ Last Chance: Early Bird Ends Tonight! Time is running out to secure your spot at the Sydney Investor Conference this May at the best ticket prices. This year’s program is a unique opportunity to hear from executives, chairs, and CEOs of Australia's top companies. Learn from leading experts on: ✅ Economic Trends – Understand market shifts and their impact ✅ AI & Emerging Tech – Explore innovations reshaping investments ✅ Portfolio Strategy – Maximise returns while managing risk ✅ Corporate Governance – Gain insights from ASX-listed company chairs Swipe 👉🏻 to discover just a few of our highlight panels and keynote speakers: Anders Sorman-Nilsson Daniel Moran, ASX Liza Carver, ACCC Sarah Court, ASIC Therese McCarthy Hockey, Apra Jeremy Hirschhorn, Australian Taxation Office Richard Dammery, WiseTech Global, The Australian Ballet Susan Forrester AM Stephen Johns, Goodman Anna Wong Don't wait! Register now: https://lnkd.in/gyN2fV6m View the full program: https://lnkd.in/gCFVn6Dg Explore our speaker lineup: https://lnkd.in/g8f4pcZM Schroders RF Limited, La Trobe Financial, Teaminvest, eToro, Auscap Asset Management, Wilson Asset Management, Selfwealth, Magellan Financial Group, Pengana Capital Group, ABC Bullion, AltX, Wattle Partners | Retirement Wealth Specialists, Fidante, Fidelity International, Lakehouse Capital, Sharesight, moomoo , Jaaims

Trade wars don’t just impact the countries involved - they can send shockwaves through global markets and your investment portfolio. In this week's ASA Insight, Philip Brown from FIIG Securities explores the ripple effects of tariffs and trade wars on inflation, global markets, and Australian investors. 📖 Read the full article here: https://lnkd.in/gNZ8vk3G

🏠 Real estate and the RBA: Are you ready for what’s next? In this week’s ASA Insights, Nicole Kidd, Managing Director at Schroders RF Limited, breaks down how the Reserve Bank of Australia’s cash rate decisions shape financial stability, mortgage affordability, and the real estate market. From rising construction costs to predictions for rate changes in 2025, uncover key insights to refine your investment strategy 👉🏻 more here: https://lnkd.in/gRFQcSiN

In a recent The Sydney Morning Herald article by Will Bennett, I shared insights from the Australian Shareholders' Association on the importance of profitability for a sustainable economy: "Profit growth is a foundation of a strong and sustainable economy. It enables companies to reinvest in innovation, create, and sustain jobs, and drive national economic development." Fellow contributor Saul Eslake highlighted the challenges Australia faces: "Corporate profits have done much better in the US than Australia, up 11 per cent over the past two years, while in Australia they are down 22 per cent." As reporting season approaches, it’s important to recognise the important role that responsible profit growth plays in driving innovation and strengthening our economy. #Leadership #Economy #Innovation #BusinessGrowth #Investing #Shareholders

The retirement advice specialists have teamed up with the association to bring greater levels of financial literacy to more Australians. It comes more than a year after the successful merger of the ASA with the Australian Investors Association. Wattle Partners | Retirement Wealth Specialists Australian Shareholders' Association Drew Meredith Jamie Nemtsas Rachel Waterhouse

🎥 Reflecting on 2024 markets Yesterday I had the pleasure of joining Andrew Geoghegan on ausbiz to discuss the 2024 investment landscape, reviewing key trends and insights for investors. 📈 The ASX 200 delivered a solid 7.5% annual return (excluding dividends) for the ASX200, highlighting the continued importance of diversification. International markets, particularly Wall Street, showcased strong performances, reminding us of the value of broadening our investment horizons. ✨ I highlighted Zip's (ASX:ZIP) impressive 363% share price turnaround—a testament to the value of effective strategic shifts. On the flip side, LionTown (ASX:LTR) faced challenges tied to its reliance on lithium, emphasising the importance of sector and market vigilance. 💡 A few takeaways for investors: - Set realistic financial goals by understanding your unique circumstances. - Stay vigilant—keep macroeconomic trends and company-specific actions in focus. - Consider diversification with ETFs, particularly for new investors, as they offer a pathway to compounding returns. Navigating overvalued markets can be tricky, and challenging your investment strategy while adapting to change is key. What are your thoughts on these trends? I would love to hear your perspective! https://lnkd.in/gYjZDWXC Australian Shareholders' Association #Investing #Shareholders #Markets #ETFs #ASX #InternationalMarkets #Diversification

Private markets are growing faster than ever. In this week’s ASA Insights, Chris Paton, Senior Vice President and Chief Investment Officer at La Trobe Financial, explores the rise of this megatrend and its potential impact on investors. Discover how opportunities like private credit and venture capital can diversify your portfolio, provide low-volatility income, and deliver regular returns – now more accessible than ever. 🔗 https://lnkd.in/gfpybSqN