Home Wires

Investment Theme

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

Outlook Series

5 crowded trades to avoid in 2023

Fund managers believe some of the most popular investment themes are getting a little crowded. Should you steer around them?
+4
Buy Hold Sell
Livewire Markets
Outlook Series

15 investment themes for your radar in 2023

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.
Buy Hold Sell
Livewire Markets
Outlook Series

Top themes for 2023, and 4 ETFs to play them

If you're wary of stocks after a tough '22, we've gathered a handful of exchange-traded funds that may be worth considering.
BHP
IGO
+26
Glenn Freeman
Livewire Markets
Outlook Series

Is the 60/40 portfolio dead, or just on holiday?

This portfolio approach is underpinned by a couple of key ideas which, though partially flawed, hold important implications for its value to investors in 2023 and...
Simon Doyle
Schroders
Outlook Series

The consumer, inflation and small caps: Three big “what ifs” for 2023

Predicting markets is a fool's errand. Instead, I outline potential scenarios and allow investors to consider what they could mean.
JBH
NCK
Steve Johnson
Forager
Investment Theme

How Australian investors can profit from China's reopening

The world's second largest economy is coming out of COVID-19 - and how it unfolds will have big consequences for every investor.
Hans Lee
Livewire Markets
Outlook Series

Why China will help your portfolio in 2023

Fresh from a visit to Hong Kong, Oreana's CIO shares his experience and lessons on investing in the tiger economy.
Isaac Poole
Ascalon Capital
Investment Theme

GARY Top 10: Delivering positive returns in a bear market with yield investing

Yield investing in the next decade will be substantially different to the last few decades as interest rates remain elevated.
ASX
BGA
ELD
+7
Mathan Somasundaram
Deep Data Analytics
Investment Theme

2023 Outlooks from 31 local and global investment firms all in the one spot

Find out how some of the biggest investment firms are preparing for the year ahead via their outlook statements
Ye-Qun Feng
Livewire Markets
Investment Theme

Why I am frustrated by the state of ESG II

ESG scores are fine in principle but have very little to do with important investment questions for carbon emissions. We prefer to look at physical efficiency metrics...
Kingsley Jones
Jevons Global
Investment Theme

Some upside surprises, and 8 ethical stocks to watch

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.
CGS
+5
Australian Ethical Investment
Australian Ethical
Investment Theme

Why Tyndall is buying up these energy stocks

We recently travelled across the world seeking the long-term outlook for energy to 2030. Read below to find out why we added to our overweight position in the sector...
STO
Stefan Hansen
Stefan Hansen
Tyndall AM
Investment Theme

What Europe's greenwashing crackdown means for Australia

With the increasing interest from investors in ESG funds, there has also been an increase in "greenwashed" investment products misrepresented as having ESG components....
Damian Cilmi
Praemium
Investment Theme

The top 10 companies for CEO Effectiveness, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research which evaluates major ASX companies across a range of factors.
AMC
ARF
+19
David Thornton
Livewire Markets
Rapid Fire

Mining's going through a renaissance - and this global theme could be its biggest opportunity

The golden age of mining is a distant memory... or is it? A huge global trend is changing the story, says Blair Hannon of Global X ETFs.
BHP
+2
Sara Allen
Livewire Markets
Investment Theme

This $226m money manager is betting big on small caps and consumer stocks

EFG Asset Management takes on some of the world's wealthiest clients. Ahead of 2023, the investment firm has also laid down two big contrarian calls.
Hans Lee
Livewire Markets
Investment Theme

The top 10 ASX 100 companies with moats, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.
ARF
BAP
BRG
+19
Glenn Freeman
Livewire Markets
Investment Theme

Why investors should expect a rough ride (and better returns) in 2023

2023 is likely to remain volatile and a retest of 2022 lows for shares is a high risk, says AMP's Chief Economist.
Shane Oliver
AMP
Investment Theme

The top 10 companies for Investment Desirability, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research which evaluates major ASX companies across a range of factors.
BAP
BHP
+19
Hans Lee
Livewire Markets
Investment Theme

The top 10 companies for Sustainability Reporting, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.
AUB
BXB
CNU
+17
Chris Conway
Livewire Markets
Investment Theme

Three ESG concerns that are justified – and one that isn’t

Sustainable investing is growing in popularity but attracts its share of criticism. This wire considers the top concerns and how to manage them.
BHP
CCL
+2
Sara Allen
Livewire Markets
Investment Theme

The next generation of growth investing has arrived. It's time to meet the players

Growth investing is a new game with new rules and new players
+3
David Thornton
Livewire Markets
Investment Theme

Cipla: Beyond the pursuit of profit

Can you do well by doing good?"As always, Cipla will follow a compassionate and humanitarian approach to healthcare that goes beyond the pursuit of profit. Access to...
Glen Finegan
Skerryvore
Investment Theme

Last week’s crypto crash explained

The crypto world was shaken last week after a series of events over eight days led to the collapse of one of the largest crypto exchanges in the world, FTX. Still to...
Justin Arzadon
Betashares
Investment Theme

Having an ‘A-ha’ moment on battery electric vehicles

Not all readers will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During the late 1980s, the group was one of the most popular...
Ted Franks
Pengana Capital Group
426-450 of 1198