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Investment Theme

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

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
Investment Theme

G is for governance, not gambling

At Skerryvore, we define risk as the permanent loss of capital. Assessing this risk begins with understanding the people who are responsible for capital allocation at...
Glen Finegan
Skerryvore
Investment Theme

Meet the Manager – Nick Griffin from Munro Partners

This interview was originally published August 12, 2022. Can you describe your investment style? Munro Partners is a global growth investor, so our job is to find the...
Future Generation
Future Generation
Investment Theme

Meet the Managers – David Prescott and Nicholas Markiewicz from Lanyon Asset Management

This interview was originally published on October 12 2022. Lanyon Asset Management has been a pro bono fund manager for Future Generation Australia (ASX: FGX) since...
+5
Future Generation
Future Generation
Investment Theme

Finding Value in ESG

Climate-related banking proposals, executive compensation, and incentive programs were among the thorniest issues we dealt with during the 2022 proxy season. We use...
John Goetz
Pzena Investment Management
Investment Theme

Suzanne Gauron of Goldman Sachs - Enhancing returns through private equity

Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional...
David Clark
Koda Capital
Investment Theme

Meet the Manager - Kyle Macintyre, Investment Director at Firetrail Investments

We are pleased to share with you an interview with Kyle Macintyre, Investment Director at Firetrail Investments. Future Generation is grateful to Kyle and Firetrail...
Future Generation
Future Generation
Investment Theme

Five stocks for the next five years

As the era of easy money comes to an abrupt end and conditions normalise, markets are now rewarding stock pickers more than ever. Easy money has driven the...
CSL
HUB
+2
Kristiaan Rehder
Kardinia Capital
Investment Theme

What I learnt from the ANU Rare Earth Conference (REECON)

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...
+9
Kingsley Jones
Jevons Global
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