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Investment Theme

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

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
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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
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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
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Glenn Freeman
Livewire Markets
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