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Investment Theme

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

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.
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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
Investment Theme

Income to drive returns

Income always plays a positive part in total return, the same cannot be said of capital growth.
Chad Padowitz
Talaria Asset Management
Listed Series

How resources investors are tapping into the net zero thematic

Love it or loathe it, net zero is (and will continue to be) one of the leading investment thematics driving markets. 100 regional governments, 800 cities and 1,500...
David Thornton
Livewire Markets
Investment Theme

The case for energy

The modern global economy heavily relies on energy, and with the growth of developing economies, the demand for energy is set to increase
Dr Joseph Lai
Ox Capital
Investment Theme

Founders, refounders and compounders

The vast majority of the investment community is fascinated with Founder-led businesses and rightly so.
Jared Tilley
NAOS Asset Management
Investment Theme

What the tanking oil price means for inflation and these ASX energy stocks

The link between oil prices and inflation isn't as clear cut as it might first appear
STO
Glenn Freeman
Livewire Markets
Investment Theme

Rise of the Machines

Key Points: ‍• Productivity growth in advanced economies has been lacklustre since the Financial Crisis, which, alongside ageing populations has led to lower potential...
Alex Cathcart
Drummond Capital Partners
Investment Theme

The ASX small cap tackling Australia's looming gas crisis

Drilling has started on one of Omega Oil & Gas’s two Permian Deep Gas program centrepieces in Queensland's Bowen Basin
Glenn Freeman
Livewire Markets
Investment Theme

Net zero isn't "woke capitalism". It is capitalism

And also the best investment opportunity of our generation
David Thornton
Livewire Markets
Investment Theme

How emerging technologies will reimagine the market

A look inside the future of the food and farming system, with Jonathon Quigley, Partner of Cultiv8 Funds Management
Fidante .
Fidante
Investment Theme

Where are the lithium bulls now?

The commodity price has dipped 40% since last November but Argonaut's David Franklyn isn't dumping ASX lithium stocks just yet.
AKE
+1
Glenn Freeman
Livewire Markets
Investment Theme

How does the current financial chaos impact the Australian market?

I wrote my last wire just before the current proverbial hit the fan. The US 2-year bond yield was trading just over 5%. The good old days… But the point of the article...
Greg Canavan
Fat Tail Investment Research
Investment Theme

Nine Common Crypto Questions Answered

Analysts are forecasting a 2023 recovery for cryptocurrency, so here are 9 common questions answered by the Global X team
Blair Hannon
Blair Hannon
Global X ETFs
Investment Theme

Half of our GDP relies on this one resource

In this podcast series, we will be delving into the world of ESG, 10 minutes at a time, discussing investment themes across asset classes
Fidante .
Fidante
Investment Theme

Why reports of tech's death are greatly exaggerated

Despite the 2022 tech crash, the sector is set to experience a new phase of growth, powered by AI. Here's why investors should take notice.
Andrew Macken
Montaka Global Investments
Investment Theme

How investing sustainably needs active managers to make the world a better place and investors richer

Investors concerned about sustainability should understand clearly what they expect from their portfolio – and know what their chosen investment product is delivering....
Tim Richardson
Tim Richardson
Pengana Capital Group.
Investment Theme

David Blood - Pioneering sustainable investments alongside Al Gore

In this episode, David is joined by David Blood to discuss his views on sustainable investing in 2023. David Blood is considered by many to be one of the pioneers of...
David Clark
Koda Capital
Investment Theme

CEO Insights - ASX Reporting Season special

This edition contains a summary of quotes and market announcements from company results throughout February across various industries.
Robert Miller
NAOS
Investment Theme

Why Cullen Roche believes in this new way to build investment portfolios

The tragic loss of a much-loved pet highlights the drivers of this approach that flips asset allocation on its head
Glenn Freeman
Livewire Markets
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