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Investment Theme

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

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
Investment Theme

Your guide to ASX Financials (minus the Big Four banks)

Investing in the investors is another way to get exposure to the Australian financial services universe
PPT
+3
Glenn Freeman
Livewire Markets
Investment Theme

Recurring, repeatable or retainable revenues – what they really mean for investors.

This article delves into the concept of recurring revenue and explains why it may not provide an accurate picture.
PME
Robert Miller
NAOS
Investment Theme

5 lithium price insights from Allkem’s first quarter results

Chinese lithium prices have been spiralling lower. But what's it really like out there?
AKE
Kerry Sun
Livewire Markets
Investment Theme

How will this play out?

As the discussion on climate and emissions policy intensifies within Australia, I am reminded of a research trip to Europe that I took last year with 45 Australian...
Jonathon Quigley
Cultiv8 Funds Management
Investment Theme

Which country is the largest exporter of unseparated rare earth concentrates to China?

Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.
+1
Kingsley Jones
Jevons Global
Investment Theme

You only get one Tesla: Taking a punt on Rare Earths and the mighty Dreadnought Resources

The Tesla Investor Day announcement of rare earth free motors put the Panic Pigeons in control of the local bourse rare earth herd of cats.
Kingsley Jones
Jevons Global
Investment Theme

The ASX sector Phil King believes is best placed for the next 5 to 10 years

The Regal Funds CIO believes investors are overlooking the continued growth potential of Australian resources companies.
Glenn Freeman
Livewire Markets
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