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Investment Theme

Discover investing themes that create deep, long-term investing opportunities.

Latest: Investment Theme

Growth

Punching above our weight: backing world-class Aussie biotechs

Specialist expertise, months of due dilligence, and high conviction investments - KP Rx's formula for healthcare growth investing.
Chris Conway
Livewire Markets
Investment Theme

Where we’re bullish on Asian infrastructure (and where we're not)

Our Asia trip reaffirmed our long-term thesis, but U.S. tariffs and policy shifts have prompted changes to our investment strategy.
Sarah Shaw
4D Infrastructure
Investment Theme

Is this the dawn of a new crypto era?

With Coinbase now part of the S&P 500, another milestone has been set for crypto and more potential tailwinds may lie ahead.
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Justin Arzadon
Betashares
Investment Theme

Alternative assets are going mainstream — but are investors ready?

I unpack the ever-expanding world of alternatives with Stephen Darke, CEO of Navigator Global Investments
Steve Johnson
Forager
Investment Theme

It's not just cricket: Why investors are paying attention to India

India is known globally for cricket, but its economic growth story is equally remarkable.
Arian Neiron
VanEck
Investment Theme

Get India into the portfolio... but how?

Increasingly, investors are acknowledging India as an investment destination, but are confused on the most effective form of implementation
Mugunthan Siva
India Avenue
Investment Theme

Volatility is no longer an exception — it is a persistent feature investors must navigate

We unpack the Q1 volatility and share why the ability to navigate across platforms and structures matters more than ever.
Tal Reback
KKR Australia
Investment Theme

The unloved energy source undergoing a renaissance

Electricity needs in the US are forecast to accelerate in the years ahead. We believe nuclear energy will play a key role in meeting demand.
Sarah Shaw
4D Infrastructure
Investment Theme

Walking the regulation tightrope in private credit

With ASIC shining a light on fast-growing private markets, finding the sweet spot between regulation and investor protection is critical.
Alan Greenstein
Zagga Investments
Investment Theme

Quality investing in market turbulence

In turbulent markets, investors turn to quality companies. Learn how the ‘flight to quality’ has played out and what it means for investors.
Cameron McCormack
VanEck
Investment Theme

Falling rates, rising risks: options for retired investors as rates fall

A fall in interest rates on term deposits and a plunge in global markets means retired investors have to search harder for income in 2025.
Simon Arraj
Vado Private
Investment Theme

Trump’s tariff policies, the impact on the economy and global listed infrastructure

Unpacking the global fallout from Trump’s tariffs and how listed infrastructure could weather the storm
Sarah Shaw
4D Infrastructure
Investment Theme

Investing in a defining theme for the next generation

For investors, few themes have ever matched the scale and urgency of climate change. Over the past two decades, the rapid rise of the internet transformed global...
James Tsinidis
Munro Partners
Investment Theme

Amid recent bombshells, is backing founder-led companies still worth the risk?

Why backing founder-led companies can be a fine line between genius and hubris, and how to spot the difference for your portfolio.
NCK
REH
Anna Dadic
Livewire Markets
Investment Theme

Capitalising on India (Part III)

Sometimes the small fish, which are hardest to find, are the sweetest!
Mugunthan Siva
India Avenue
Investment Theme

Too early to call: Why AI’s growth story isn’t over

Recent headlines have reignited debate over the sustainability of the artificial intelligence (AI) investment cycle. Announcements from major technology companies,...
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Billy Leung
Global X ETFs
Investment Theme

Cybersecurity is the new 'recession-proof'. Here’s how you can invest.

Global cybersecurity has the potential to be valued in the trillions. Betashares' Hugh Lam discusses the prospects.
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Sara Allen
Livewire Markets
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Investment Theme

The Trump Dump in shares – what does it mean for Australia and investors?

Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point, Trump is likely to pivot...
Shane Oliver
AMP
Investment Theme

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
Shane Oliver
AMP
Investment Theme

Private credit steps up: Backing Australia’s housing push with smarter capital

The 25–26 Federal Budget delivers clear intent: Housing supply, affordability & construction workforce development are now front and centre.
Alan Greenstein
Zagga Investments
Investment Theme

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.
Mugunthan Siva
India Avenue
Investment Theme

Fisher Investments Australia® Reviews the Unemployment Rate’s Shortcomings

The unemployment rate is one of the most scrutinised economic indicators, but it has its limits—and being aware of them can be useful.
Fisher Investments Australia®
Investment Theme

Strengthening defences: What’s next for private credit?

Amid growing economic, political, and market uncertainty, credit is proving a hot topic with investors.
Alan Greenstein
Zagga Investments
Investment Theme

Oz Banks have been great, but.....

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!
Mugunthan Siva
India Avenue
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