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Investment Theme

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

Latest: Investment Theme

Investment Theme

Rethinking defensive strategies to protect income: why real estate private credit is gaining ground

Real estate private credit is gaining traction as a compelling solution for investors prioritising capital preservation and income stability
Alan Greenstein
Zagga Investments
Investment Theme

What CBA’s $300 billion milestone says about building wealth

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.
Hans Lee
Betashares
Investment Theme

What if Bitcoin isn’t a risk asset anymore?

Bitcoin is beginning to look a lot like gold.
Justin Lin
Global X ETFs
Investment Theme

Building on strength: How infrastructure is shaping up for the rest of 2025

Volatility, tariffs, and shifting geopolitics reshaped markets in H1. Here’s how we're positioning for what’s next.
Sarah Shaw
4D Infrastructure
Investment Theme

What’s been driving the bull market in crypto?

Institutional demand has been fuelling Bitcoin’s comeback, potentially shifting crypto from speculation to strategic investment.
Justin Arzadon
Betashares
Investment Theme

Structural growth meets cyclical opportunity: why this sector looks mispriced in 2025

While markets chase the AI hype, medtech quietly trades at decade-lows. Here’s why that’s an opportunity for long-term patient investors.
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Jacob Celermajer
Cordis Asset Management
Investment Theme

Indian stocks hitting emerging markets for six

Soaring consumption, fintech disruption, and record infrastructure spending are turning the country into the hottest emerging market.
Russel Chesler
VanEck
Investment Theme

Why single can be better...

Exposure to India's growth through an India-only investment, or via broader funds like EM or Asia?
Mugunthan Siva
India Avenue
Investment Theme

Why a little-known policy change has big implications for medtech

In a sector where utilisation and reimbursement are tightly linked, reduction in admin drag supports more stable, visible revenue streams.
COH
Jacob Celermajer
Cordis Asset Management
Investment Theme

Musk’s silence is golden for Tesla shareholders

As Musk dials down the politics, Tesla’s long-term growth narrative is back in focus.
David Tuckwell
ETF Shares
Investment Theme

Why the US remains exceptional and three opportunities investors shouldn't ignore

Global X’s Scott Helfstein makes the case for US exceptionalism, and identifies the key investment themes to watch in the age of automation
Anna Dadic
Livewire Markets
Investment Theme

Magnificent 7: buy every dip?

Tesla's rebound shows the power of a simple 'buy the dip' strategy on the Magnificent 7 stocks.
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David Tuckwell
ETF Shares
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
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