Investment Theme

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

Investment Theme
Jay Kumar

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in AUD terms. Weaker AUD boosted returns for investors with offshore unhedged investments. Many risk assets have now recovered the losses incurred during the fourth quarter... Show More

Investment Theme
Kieran Moore

5G is basically a new era in telecommunications, which is focused on speed, and software. It's a way of unlocking the spectrum to enable greater speeds, greater capacity, and lower latency than anything we've seen before in the 3G and 4G cycles.Winners and losersAs part of our investment process, Munro... Show More