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Investment Theme

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

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
Investment Theme

Buying opportunities in critical minerals stocks

The recent correction in leading critical mineral miners is an opportunity. We explain how to use our cost-basis indicator to time entries.
AKE
IGO
+1
Kingsley Jones
Jevons Global
Investment Theme

Four catalysts fuelling resurgent share markets

With cash levels at near all-time highs, a shift in sentiment could be all it takes to see share markets finish higher in 2023.
Kristiaan Rehder
Kardinia Capital
Investment Theme

ChatGPT: the next big cybersecurity threat?

Hey ChatGPT, analyse the potential of ChatGPT to be used for phishing
Patrick Poke
Patrick Poke
Betashares
Investment Theme

Does size still matter in 2023?

Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are also inadequately analysed and inefficiently priced....
Tim Richardson
Tim Richardson
Pengana Capital Group.
Investment Theme

The foggy skies will clear for cloud computing

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.
+1
Sally Fang
Swell Asset Management
Investment Theme

AI, Bitcoin, Electric Vehicles, and more: ARK Invest's 10 charts for investing's biggest megatrends

ARK Invest is out with its annual list of big ideas and investments which pair with those ideas. This wire summarises the best of them.
+1
Hans Lee
Livewire Markets
Investment Theme

The GFC crushed this pilot’s first venture. Now, he has a fleet of private jets

Rick Pegus, CEO and Chief Pilot of Navair, has always wanted to fly. Now, he says you can too for a fare that won't break the bank.
Hans Lee
Livewire Markets
Investment Theme

How to beat the market long-term: Secrets of small-cap investing success

From chemistry and science academia to heading up a high-performing First Sentier Investors team, Dawn Kanelleas has a fascinating story
BHP
CSR
IPL
+4
Glenn Freeman
Livewire Markets
Investment Theme

5 crypto themes to watch in 2023

It's been 14 months since the start of the current "crypto winter". So what might drive crypto markets in 2023?
Justin Arzadon
Betashares
Investment Theme

Meet the Manager – Jacob Mitchell from Antipodes

This interview was originally published June 14, 2022 Can you describe your investment style? We have a pragmatic value approach – that is, we look for resilient...
+3
Future Generation
Future Generation
Investment Theme

Why I like the good Carbon (Graphite)

Lithium dominates discussion for battery metals. We like Syrah Resources, which produces the good Carbon called Graphite. It is not a metal.
AKE
IGO
+5
Kingsley Jones
Jevons Global
Investment Theme

Three global megatrends and some ways to play them

"One of the most exciting companies on the planet" features in this conversation with two venture capitalists and a financial heavyweight
WOR
Glenn Freeman
Livewire Markets
Investment Theme

Why timing is NOT everything

The power of compounding
Robert Miller
NAOS
Investment Theme

Why I do not lose (much) sleep over Generative Artificial Intelligence.

The latest generative artificial intelligence tools are very cool and fun to play with. It is the folks in board rooms that I worry about.
+3
Kingsley Jones
Jevons Global
Investment Theme

The tech rally you might have missed, but shouldn't ignore (and 3 stocks to play it)

There is a tech rally going on right now, which has seen a 60% move off the lows. Join Platinum's Cameron Robertson for a deeper dive.
Chris Conway
Livewire Markets
Meet The Investor

How Molly Benjamin is breaking down financial barriers (and her tips for other investors)

Molly Benjamin is passionate about making finance and investing accessible to women. So what does her own portfolio look like?
CSL
Sara Allen
Livewire Markets
Investment Theme

AI ChatGPT – the next great hype cycle?

Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Alison Porter
Janus Henderson
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