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Investment Theme

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

Investment Theme

A contrarian investment idea in a challenged economy

The Fed might not be the most important game in town for the global financial markets these days. The AI revolution and coming U.S. elections will stay in the...
Scott Helfstein
Global X ETFs
Investment Theme

Meet the Manager - Morry Waked from Vinva

This interview was originally published on October 9, 2023
Future Generation
Future Generation
Investment Theme

Funding the net zero transition via debt capital

When sovereigns start to shift into an investment theme, it's time to understand both the theme and its variations
+1
Kym Sheehan
Livewire Markets
Investment Theme

How to generate passive income with ETFs

Learn about the options available for generating passive income with ETFs, plus a popular strategy for investors in draw-down.
+9
Patrick Poke
Patrick Poke
Betashares
Expert Insights

Why the best opportunities from the energy transition may lie in infrastructure

ESG asset valuations ballooned during the pandemic. But are they still too elevated?
David Thornton
Livewire Markets
Investment Theme

The commodity investment setting Australia up for the next 40 years

The Intergenerational Report paints a slower, older Australia grappling with large forces of change. And opportunity.
Kym Sheehan
Livewire Markets
Investment Theme

How to invest $100K safely

In this thought experiment, Ord Minnett's David Lane shares how he would invest $100K safely given the prevailing market conditions.
BHP
+9
Chris Conway
Livewire Markets
Investment Theme

Keeping pace with the energy transition

Energy transition has broad economic, political, and investment implications
T. Rowe Price
T. Rowe Price
Expert Insights

How to get the best and most impactful returns out of this asset class

Doing good and earning good returns are all possible.
David Thornton
Livewire Markets
Investment Theme

Disney blinks, so you won’t have to

It’s TV, but not as you know it, as Disney gives in new distributors emerge.
+2
Alex Pollak
Loftus Peak
Investment Theme

Invest like Jeremy Grantham: 6 'quality' stocks and ETFs

Quality as an investing factor is enjoying its time in the sun given today's economic conditions. Here's how you can get exposure.
+3
Chris Conway
Livewire Markets
Expert Insights

Where investors can find enduring value in the energy transition

The world's most important mega-trend is full of opportunities.
David Thornton
Livewire Markets
Investment Theme

A turning point is coming for Impact Investment, a market analysis

Market analysis suggests Impact holds an historic investment opportunity. Find out more
Adam Tucker
Dragonfly Enviro Capital
Expert Insights

When markets are unreliable, invest in reliable companies

This is how global equities portfolio manager Iain Fulton finds them.
Chris Conway
Livewire Markets
Investment Theme
Sponsored

Wise choice or fool’s gold? Discover the hidden gems in the gold sector

The gold sector's enduring appeal lies in its status as a safe-haven asset and a hedge against economic uncertainty, inflation, and currency fluctuations. Bell...
BKW
NUF
SBM
Livewire Exclusive
Livewire Markets
Investment Theme

Running with the uranium bulls

It has been a tough period for uranium investors over the last few years, but with prices up 27% in 2023, are the tides turning?
Steve Johnson
Forager
Livewire Live

Lithium is crowded, and maybe that doesn't matter

According to Auscap's Tim Carleton, lithium is a long-term play
David Thornton
Livewire Markets
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Investment Theme

Moving the dial on responsible investment

If the price of greatness is responsibility, are responsible investors heading for greatness?
Kym Sheehan
Livewire Markets
Livewire Live

The next innovation supercycle is here and it’s different to past cycles

Venture capitalist Bobby Yazdani explains why
Sara Allen
Livewire Markets
Investment Theme

The data challenge

Sustainability considerations are the forefront of investment decision-making. This article highlights the importance of ESG data reporting.
Glen Finegan
Skerryvore
Expert Insights

Don't confuse the AI rally with the dot-com bust

One's a bubble, the other isn't (yet)
Chris Conway
Livewire Markets
Livewire Live

6 shocking predictions for 2024 and beyond

Who doesn't love an audible gasp after a shocking prediction!
Livewire Exclusive
Livewire Markets
Investment Theme

Why the fixed-rate mortgage cliff may end up more like a "rolling hill"

Bank Credit Analyst at State Street Global Advisors, Attilio Qualtieri, gives his take on all things macro.
Chris Conway
Livewire Markets
Investment Theme

Turbulence on the path to transformation

Despite substantial growth and huge advancements in public policy support, clean energy has had an abysmal stretch in the stock market
Lucas White
GMO
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