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Investment Theme

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

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
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
+10
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
+1
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
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