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Investment Theme

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

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
Investment Theme

How this investment style is having an impact (and the companies we're most excited about)

Impact investing is more than just a trend. Find out why.
Adam Tucker
Dragonfly Enviro Capital
Investment Theme

Secular Stars: Why India and Indonesia are set to shine as global economic leaders

We believe the two resource-rich economies will be global growth leaders over the next several years.
PIMCO .
PIMCO
Investment Theme

The ASX companies benefitting from the AI surge

In the latest episode of the Invest it Best podcast, I speak with Wilsons Equity Analyst (Technology), Ross Barrows, about investment opportunities in Artificial...
APX
NXT
Ted Richards
Wilsons Advisory
Investment Theme

Sovereign debt market demands clear transition to renewables

Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a...
Ardea Investment Management
Ardea Investment Management
Investment Theme

Why small caps can (and will) outperform again

Many have questioned whether Australian small caps will ever outperform again. We argue that now is the opportune time to allocate capital.
Luke Laretive
Seneca Financial Solutions
Investment Theme

What's been behind the bitcoin rally?

Bitcoin was the best performing asset class in H1. These are the big stories that have moved the dial in both directions.
Justin Arzadon
Betashares
Investment Theme

Yarra's 3 big themes, 11 stocks (and the AI arms race)

Portfolio manager Will Low questions whether the AI-fuelled tech rally is as widely justified as many investors think
WOR
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Glenn Freeman
Livewire Markets
Investment Theme

A reimagining of global power, on the front line of the energy transition

The energy transition encompasses a reimagining of global energy production and consumption with the aim of reducing reliance on fossil fuels. As the CEO of Orsted...
Mark Jones
Resolution Capital
Investment Theme

Qiao Ma and Jun Bei Liu's reasons for investor optimism

Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets.
NXT
QAN
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Glenn Freeman
Livewire Markets
Investment Theme

7 reasons India could be the next investment superpower

As the global economic landscape evolves, a new titan is swiftly rising in the East. A country where a rich history intertwines with remarkable modernisation, where...
Patrick Poke
Patrick Poke
Betashares
Investment Theme

The bull case for this forgotten precious metal and how to play it

Silver, often overshadowed by its more illustrious cousin, is a precious metal that has quietly been the backbone of numerous industries for centuries. Its superior...
SVL
Kai Chen
MPC Markets
Investment Theme

Unlocking the potential of agri-food tech investments

Empowering the thriving entrepreneurial wave transforming the sector
Malcolm Nutt
Cultiv8 Funds Management
Investment Theme

How Monash Investors finds Aussie small-caps with 60% upside (plus 3 that pass the test)

A small-cap stock pickers market is coming and these sectors and stocks loom large for CIO Shane Fitzgerald
LLL
+1
Livewire Exclusive
Livewire Markets
Investment Theme

Citi: Forget lithium, copper is THE bullish energy transition trade

And investors are ready to pull the trigger...
David Thornton
Livewire Markets
Investment Theme

IML: 25 years of small-cap investing – and 3 stalwart stocks

Algorithmic trading and ETFs have changed the investing landscape but several things remain constant for IML's Simon Conn
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Glenn Freeman
Livewire Markets
Investment Theme

Why now is the time to take another look at this investment region

The 'Where in the world should you invest?' series rounds out with a trip back to where it all began.
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Chris Conway
Livewire Markets
Investment Theme

Seinfeld lessons – Investing with Jerry Seinfeld and George Costanza

Want an added reason to go back and watch Seinfeld? I bet you never thought that reason might be to find lessons on investing. Think again.
Robert Miller
NAOS
Investment Theme

Is this the most attractive investment destination of the next decade?

Intrigue and mystery no more, this region is growing exponentially – and in many different ways.
Chris Conway
Livewire Markets
Investment Theme

Carbon Markets: A Bullish Outlook for 2023

Carbon markets are increasingly seen as an essential part of efforts to reach net zero emissions by around 2050. We believe there is still asymmetric upside for the...
Alice Shen
VanEck
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