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Investment Theme

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

Investment Theme

How the world's biggest investors are feeling about markets (and what they're doing about it)

An "around the grounds" of some of the world's biggest investors shows that sentiment seems to be changing. Find out how below.
Chris Conway
Livewire Markets
Views from the Top

Dr Philipp Hofflin predicted China's slowdown in 2019, here's what he thinks will happen next

Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.
James Marlay
Livewire Markets
Investment Theme

Why Europe offers an attractive mix of quality and value

In this piece, we highlight some interesting themes and observations from the trip that support our ongoing overweight to Europe
Sarah Shaw
4D Infrastructure
Livewire Live

The venture capitalist who tipped the internet and mobile reveals the next tech revolution

An early investor in the likes of Google and Uber, venture capitalist Bobby Yazdani believes we're in an AI-fuelled innovation super-cycle.
+1
Sara Allen
Livewire Markets
Investment Theme

"Houston, we have a trucking problem" + the 'picks & shovels' investment approach

We can't beat Father Time so we adapt as we age. We depend on trucks and by default those behind the scenes who keep us moving forward.
BAP
MXI
Robert Miller
NAOS
Investment Theme

Unpacking the benefits of alternative real estate investments

A powerful tool for income-focussed investors.
Alan Greenstein
Zagga Investments
Investment Theme

Maximizing potential: why alternative investing in a CRED property fund makes sense

CRED can help investors reap the benefits of capital security, regular, predictable and stable income and portfolio diversification.
Alan Greenstein
Zagga Investments
Investment Theme

Can you benefit from property investment without buying a property?

The answer is YES. There are more ways to gain exposure to property than simply buying into it.
Alan Greenstein
Zagga Investments
Investment Theme

The big squeeze: why Australia is facing a persistent housing shortage

While headlines may suggest the property market is falling, the bigger picture suggests that over time, the market is remarkably resilient.
Alan Greenstein
Zagga Investments
Livewire Live

6 shocking predictions for 2024 and beyond

History doesn't repeat but it sure does rhyme with some of these fund manager predictions at Livewire Live 2023
RMD
SDR
+5
Kym Sheehan
Livewire Markets
Livewire Live

The secrets to long-term compounding with Robert Millner

Soul Patts' Executive Chairman, Robert Millner, shares lessons on the art of long-term compounding and how WHSP is positioned for the future
BHP
BOE
+3
Kerry Sun
Livewire Markets
Livewire Live

8 world-leading stocks to play 3 of investing's most pressing mega-trends

Mary Manning, Nick Griffin, and Jacob Mitchell answered a handful of crucial investor questions at Livewire Live on Tuesday 12 September
+8
Glenn Freeman
Livewire Markets
Investment Theme

The next big thing in tech is coming. Here's how to invest

It's a science-fiction technology come real and it's not simply AI. Learn more about quantum computing and how to invest.
+15
Sara Allen
Livewire Markets
Investment Theme

How to access world leading companies today

Australian companies are well known for their skills in digging up minerals, writing home loans, and selling groceries. But unfortunately for Australian investors,...
+11
Patrick Poke
Patrick Poke
Betashares
Investment Theme

Take Stock with Nick Markiewicz, portfolio manager at Lanyon

Listen to the second episode from Future Generation's new podcast series, Take Stock
Future Generation
Future Generation
Investment Theme

What's the next big play in the energy sector?

Understanding all of the available energy options, including uranium, is essential to designing a balanced and future-ready portfolio.
BHP
PDN
Kai Chen
MPC Markets
Investment Theme

5 things you need to know about AI and what it means for investments

AI is the tech on everyone's lips but it's more than the headlines when it comes to changing the world.
NXT
XRO
+10
Sara Allen
Livewire Markets
Investment Theme

‘Climate tech’: Innovation to save our planet

While climate change remains a threat, rapid advancements in technology can play an important role in tackling this challenge.
+4
Vinnay Cchoda
Betashares
Investment Theme

Investing in AI: hype, business models, and risks

How much of the AI hype is justified? And what is more important to investing: imagination or scepticism?
APX
NXT
+1
Kiryll Prakapenka
Fat Tail Investment Research
Investment Theme

75% of thematic ETFs have underperformed the market over 3 years. Are they still worth it?

Cameron Gleeson from Betashares makes a defence
David Thornton
Livewire Markets
Investment Theme

6 trends driving uranium higher

What's been driving uranium towards new highs?
Patrick Poke
Patrick Poke
Betashares
Investment Theme

Inflation and how it impacts the transition to a sustainable economy

The world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy? If we don’t get the...
Fidante .
Fidante
Investment Theme

Why the everyday investor should consider adding this asset class to their portfolio

Private equity has attracted trillions over the past 20 years. Now, this once walled-off asset class is available to the everyday investor.
Arian Neiron
VanEck
Investment Theme

The state of consumer spending

In this wire, I talk about current consumer spending and what it means for the economy, why secular stagnation matters, the impact of higher earnings, and Touchstone’s...
Touchstone Asset Management
Touchstone Asset Management
Investment Theme

How to handle a reporting season blow-up and cut a losing stock like a pro

Plato's Dr David Allen gives the skinny on how to handle the inevitable situation of holding a stock that delivers a bad report.
SEK
Chris Conway
Livewire Markets
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