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Investment Theme

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

Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
Investment Theme

Diversifying for success: Why alternative investments matter in your portfolio

In the evolving investment landscape, the concept of diversified portfolios has become synonymous with the pursuit of financial resilience.
Alan Greenstein
Zagga Investments
Investment Theme

10 Quality stocks on Rudi’s watchlist (and why Nvidia isn’t one of them)

All-weather performance and consistent success allocating capital are key characteristics for FNArena's Rudi Filapek-Vandyck
CAR
+10
Glenn Freeman
Livewire Markets
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Investment Theme

2 market-leading AI stocks yet to attract market-leading multiples

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...
+2
Alison Savas
Alison Savas
Antipodes
Income

68 ETFs/LICs/LITs paying monthly and quarterly dividends

We scoured the market to find the vehicles (ETFs, LICs/LITS) that pay distributions monthly or quarterly - then assessed their performance
+7
Chris Conway
Livewire Markets
Investment Theme

Asian infrastructure - Trip insights with 4D Infrastructure (part 3)

4D Infrastructure recently travelled through Asia - in this series we take you on the journey and highlight the opportunities as we see them
Sarah Shaw
4D Infrastructure
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
Income

How to make the most of the Goldilocks era for income

Livewire's Income Series is back and with income readily available, we're tackling which income stream, and how much of it, is right for you
Chris Conway
Livewire Markets
Investment Theme

How an activist approach delivered 42% in under 3 years (and the next big target)

Activist investing continues to rise in prominence in Australia. In this wire James Hawkins of L1 Capital shares his insights on the space.
DOW
ORG
STO
+2
Chris Conway
Livewire Markets
Investment Theme

In a shifting equity landscape, 3 ASX sectors and 4 stocks offer value

Australian equities offer the most compelling value in materials, energy and parts of the finance sector, says MLC Asset Management
BLD
BPT
GMG
+5
Glenn Freeman
Livewire Markets
Investment Theme

The case for China: investing beyond the headlines

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.
John Goetz
Pzena Investment Management
Investment Theme

Is AI's mega-rally sustainable?

Even with AI, the market will broaden and peak concentration will unwind. We believe this may have started.
Alastair MacLeod
Elston Asset Management
Investment Theme

Demystifying private debt: separating fact from fiction – Part 2

Myth 2: Only risky, sub-bank grade loans are funded by private debt
Alan Greenstein
Zagga Investments
Investment Theme

11 stocks driving this fund's double-digit returns

These companies deliver double-digit earnings while flying under the radar of many investors, says WAM Global's Catriona Burns.
+6
Glenn Freeman
Livewire Markets
Investment Theme

The market narrative Bob Desmond isn't buying (and 5 stocks he is)

Claremont Global head and co-portfolio manager Bob Desmond tunes out of macro noise and also the view that most US tech is overpriced
+11
Glenn Freeman
Livewire Markets
Investment Theme

Where Chris Stott is investing in the new bull market

As small caps surge again after one of their worst periods since the GFC, the 1851 Capital CIO explains how he’s positioned now
BAP
GQG
IRE
+1
Glenn Freeman
Livewire Markets
Investment Theme

Howard Marks: Debt, investing and how caution “may save your financial life”

Why investors take on leverage, the opportunities and risks, and what an appropriate attitude to debt in investing looks like
Glenn Freeman
Livewire Markets
Investment Theme

Uncovering electric vehicle myths, lies and disinformation

Two years ago, we published Electric Vehicles: The road to disruption. Published ten years after the launch of the Tesla Model S and the birth of the modern electric...
Greg Liddell
Betashares
Investment Theme

Forget neo-banks: Introducing Australia’s new leading lenders

Non-bank lenders are offering borrowers a compelling alternative and investors a handsome premium.
Timothy Dowling
Aquasia
Investment Theme

6 top takeaways from Warren Buffett’s latest Berkshire Hathaway meeting

Buffett’s new record for cash holdings, his succession plan, and ongoing faith in Apple were addressed in the annual update on Saturday
+1
Glenn Freeman
Livewire Markets
Investment Theme

Investing in alternative assets: Resetting asset allocations in a post-COVID world

Over the past four years since COVID, alternative investing has undergone a noteworthy expansion, particularly within private portfolios.
Alan Greenstein
Zagga Investments
Investment Theme

The mining cycle - booms and busts

Unlike industrial companies such as Amcor or Transurban, mining companies' profits are inherently cyclical. The earnings from mining companies are subject to booms and...
BHP
Hugh Dive
Atlas Funds Management
Rapid Fire

The only Aussie name in Platinum's global stocks fund

Platinum Asset Management’s Clay Smolinski discusses how he’s positioned now, including 10 global stocks and 1 local name
AGL
+12
Glenn Freeman
Livewire Markets
Investment Theme

Private debt on the rise as investors look for income and dial down risk

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility.
Alan Greenstein
Zagga Investments
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