Home Wires

Investment Theme

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

Investment Theme

Staying the course – WHEB remains committed to sustainability investing

In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford Marshmallow experiment’. The...
Ted Franks
Pengana Capital Group
Investment Theme

Is uranium in a structural bull market?

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.
BHP
BOE
DYL
+6
Kingsley Jones
Jevons Global
Investment Theme

Two companies Hyperion expects to earn ‘substantially higher’ revenues over the next decade

Deputy CIO Jason Orthman discusses Hyperion's long-term investment approach during the latest Rules Of Investing interview
REA
+1
Glenn Freeman
Livewire Markets
Investment Theme

A housing shortage, unmet demand, and an attractive investment alternative

An excerpt from Zagga’s Whitepaper, ‘Remarkably Resilient: Australian Real Estate in an Age of Inflation’.
Alan Greenstein
Zagga Investments
Investment Theme

Where ARK is looking next: 3 themes from the Big Ideas 2024 report

The firm run by Cathie Wood eyes three key investment themes for 2024 and beyond.
Glenn Freeman
Livewire Markets
Investment Theme

Brighter days ahead for Value stocks, says Allan Gray

The contrarian asset manager's underweight to large-caps knocked returns in 2023 but its investment team is confident trends are reversing.
ANN
AWC
DOW
+5
Glenn Freeman
Livewire Markets
Investment Theme

Why Nvidia could pass Apple as the world's most valuable company

The stratospheric growth of chipmaker Nvidia could see it outstrip Apple, says Munro Partners’ Nick Griffin
+8
Glenn Freeman
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Investment Theme

Elections and other geopolitical risks also hold opportunity for this global asset class

After a year of economic twists and turns, we consider what the year ahead could bring.
Sarah Shaw
4D Infrastructure
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
Investment Theme

Chinese, Japanese, and Indian stocks are diverging: What it means for Australian investors

A remarkable divergence is happening right now in global equity markets - and it doesn't rate even a mention in Australia.
+3
Hans Lee
Livewire Markets
Outlook Series

Which sectors, stocks will outperform in 2024?

Six companies across multiple sectors that meet our investment criteria
COH
RMD
+3
Andrew McKie
Elston Asset Management
Investment Theme

Where to find high growth oligopolies in abundance?

The medtech landscape is rife with fast growing companies typically operating in oligopolistic industry structures that drive profitability.
+3
Jacob Celermajer
Cordis Asset Management
Investment Theme

Bitcoin ETFs take off

The US SEC decision to approve spot bitcoin ETFs from 11 fund managers is a watershed day for the maturity of bitcoin.
Justin Arzadon
Betashares
Outlook Series

Infrastructure set to target returns above the long-term average

We expect a significant uptick in the valuations for infrastructure companies in the next year or two. Here's why.
Shane Hurst
ClearBridge Investments
Outlook Series
Sponsored

4 ETFs that could boost your income in 2024

Income comes in all forms and across many asset classes. These ETFs can help broaden your income stream in 2024.
BHP
+7
Hans Lee
Livewire Markets
Outlook Series

7 fund managers pitch why their asset class will help you most in 2024

They say diversification is the only free lunch in investing. So why should you diversify into these asset classes?
Hans Lee
Livewire Markets
Outlook Series
Sponsored

3 growth industries that could add some sizzle to your portfolio in 2024

Many fascinating narratives rose to prominence in 2023. Here are three worth watching in 2024.
+14
Hans Lee
Livewire Markets
Investment Theme

Investors and the new era for geopolitics

In this wire, Janus Henderson CEO Ali Dibadj provides his perspective on what geopolitical developments mean for investors.
Janus Henderson
Janus Henderson
Outlook Series

A key piece of Australia’s energy price puzzle

A diversified renewable and storage portfolio is best placed to meet the changing needs of Australia’s main energy market
Octopus Investments
Octopus Investments
Investment Theme

Bitcoin ETFs are approved! Here’s everything you need to know

There are several reasons for and against why the approval of Bitcoin ETFs could help the Bitcoin price.
Carl Capolingua
Livewire Markets
Outlook Series

Why equities will rise and private credit will deflate in 2024

We think the consensus view for 2024 will be wrong, as it was in 2023, and the equity market will rise strongly.
Jun Bei Liu
Ten Cap
The Pitch

Sick of high power and food bills? Time to focus on the solutions (and the investment opportunities)

Prices of basics, food and energy, have skyrocketed since the pandemic. You can keep whining about it or you can invest in the solutions.
Chris Conway
Livewire Markets
Investment Theme

How will AI be monetised: Predicting AI winners and losers

Cash is king, even with AI. The question isn’t how much AI will disrupt. It’s how much that disruption will pay.
+9
Kiryll Prakapenka
Fat Tail Investment Research
Outlook Series
Sponsored

4 high growth ETFs for 2024

Betashares and Global X put forward the ETFs they believe can deliver strong capital growth in 2024.
+8
Hans Lee
Livewire Markets
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