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Investment Theme

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

Investment Theme

Why stocks in this sector are near an inflection point

Are we seeing a turning point for consumer discretionary stocks? Here's what several brokers and two fundies think.
ADH
+14
Glenn Freeman
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Investment Theme

Electric vehicles: Part of the biggest investment theme of a generation

This reprisal of a widely read article from 18 months ago kicks off a three-part series on this game-changing investment theme.
AKE
IGO
+2
Glenn Freeman
Livewire Markets
Investment Theme

Put your money where Berkshire Hathaway has more than US$100 bn

In the current macroeconomic environment, identifying an investment with consistent returns can be difficult to pinpoint. Markets remain volatile, with the recent...
Arian Neiron
VanEck
Investment Theme

Berkshire Hathaway 2023 AGM – 5 Key Takeaways

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.
Nelson de Mestre
NAOS Asset Management
Investment Theme

What We Can Learn About AI from Jack Dorsey

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.
SQ2
Alexander Clunies-Ross
Swell Asset Management
Investment Theme

Why the recent US turmoil is a storm in a bean (counter's) cup

Analysis of the recent US bank turmoil indicates the issue is contained to smaller banks, which comprise less than 3% of the system.
Steven Glass
Pella Funds Management
Investment Theme

Why Global X is betting on this trillion dollar investing megatrend

Decarbonisation is one of the biggest trends of our time and Global X ETFs has exposure in over a fifth of its products. Here's why.
Sara Allen
Livewire Markets
Undiscovered Funds

The key characteristics Zenith looks for when rating funds

"Staying true to label" is one of the keys to funds management success according to Zenith's David Wright. What else is he looking for?
Chris Conway
Livewire Markets
Investment Theme

Water rights with Kim Morison: The role of institutional capital in agriculture

In this podcast, investors will learn how they can generate long-term returns while supporting agricultural growth and development.
David Clark
Koda Capital
Expert Insights

Why Charlie Munger might be drawn to these four industries

James Tsinidis from Munro Partners discusses the power of incentives and some industries that will benefit from ongoing investment.
Chris Conway
Livewire Markets
Investment Theme

A belief in active ownership

Merlon Capital Partners believe that the deep consideration of governance, social and environmental issues, together with active ownership, enhances investment,...
Fidante .
Fidante
Investment Theme

This asset class is surrounded by moats, and it's going for cheap

I've recently sat down with Bennelong Account Director, Jodie Saw to talk about how infrastructure has been performing, 4D’s portfolio, and the opportunities for...
Sarah Shaw
4D Infrastructure
Expert Insights

This cyclical sector may have seen the bottom, and tailwinds are quickly forming

And WaveStone's Henry Hill has found the stock to play it
QAL
Chris Conway
Livewire Markets
Investment Theme

The little-known strategy delivering consistent, uncorrelated returns

Takeover arbitrage flies under the radar of most retail investors and is often misunderstood but it's an area rich with opportunity
Chris Conway
Livewire Markets
Investment Theme

10 ASX companies dominating this game-changing investment theme

Net-zero commitments amount to more than US$10 trillion in assets across 273 asset managers between now and 2050
AGL
BHP
+10
David Macri
NorthStar Impact
Investment Theme

ESG linked remuneration with WaveStone Capital

In this latest episode, Kirsty Mackay- Fisher, Senior Analyst at WaveStone Capital, joins the podcast to discuss her latest ESG research investigating remuneration...
Fidante .
Fidante
Investment Theme

The energy debate has changed – here's how Octopus Investments is positioned

As the game changes for gas operators, Brent Collyer explained where he sees the greatest opportunity over the next 10, 20 or 30 years
Glenn Freeman
Livewire Markets
Investment Theme

Are we in the early stages of a tech recovery?

This article was written by Alex Parker The market conditions facing us today are as complex and uncertain as many investors can remember. After a tough year for most...
Cameron Gleeson
Betashares
Investment Theme

Unwrapping Growth investing – and a handful of global stock picks

Global Growth is particularly appealing in this market environment, says Lakehouse Capital’s Nick Thomson
+1
Glenn Freeman
Livewire Markets
Investment Theme

You can no longer afford to ignore this income asset class

Emerging markets aren’t immune to the turmoil sweeping their Western peers. They are however, holding up better. Unlike developed markets’ central banks, it seems a...
Arian Neiron
VanEck
Investment Theme
Sponsored

When it comes to investing, does ESG really matter? Hear from our experts.

As stewards of capital, our contribution to society along with the performance of our customers’ investments are important drivers for our business. The integration of...
Fidante .
Fidante
Investment Theme

Logistics-to-GDP set to fall in India

An infrastructure focus is driving lower logistics costs and will create a multiplier effect in India this decade
Mugunthan Siva
India Avenue
Investment Theme

Why speed matters to carbon emissions

The force of air-resistance goes as speed squared, while power goes as force times speed. The power and fuel burn rate, goes as speed cubed.
GNX
Kingsley Jones
Jevons Global
Investment Theme

Navigating the emerging market opportunity

'A smooth sea never made a skilled sailor' - Thomas Jefferson
Glen Finegan
Skerryvore
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