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Investment Theme

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

Investment Theme

Amid recent bombshells, is backing founder-led companies still worth the risk?

Why backing founder-led companies can be a fine line between genius and hubris, and how to spot the difference for your portfolio.
NCK
REH
Anna Dadic
Livewire Markets
Investment Theme

Capitalising on India (Part III)

Sometimes the small fish, which are hardest to find, are the sweetest!
Mugunthan Siva
India Avenue
Investment Theme

Too early to call: Why AI’s growth story isn’t over

Recent headlines have reignited debate over the sustainability of the artificial intelligence (AI) investment cycle. Announcements from major technology companies,...
+1
Billy Leung
Global X ETFs
Investment Theme

Cybersecurity is the new 'recession-proof'. Here’s how you can invest.

Global cybersecurity has the potential to be valued in the trillions. Betashares' Hugh Lam discusses the prospects.
+9
Sara Allen
Livewire Markets
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Investment Theme

The Trump Dump in shares – what does it mean for Australia and investors?

Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point, Trump is likely to pivot...
Shane Oliver
AMP
Investment Theme

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
Shane Oliver
AMP
Investment Theme

Private credit steps up: Backing Australia’s housing push with smarter capital

The 25–26 Federal Budget delivers clear intent: Housing supply, affordability & construction workforce development are now front and centre.
Alan Greenstein
Zagga Investments
Investment Theme

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.
Mugunthan Siva
India Avenue
Investment Theme

Fisher Investments Australia® reviews the unemployment rate’s shortcomings

The unemployment rate is one of the most scrutinised economic indicators, but it has its limits—and being aware of them can be useful.
Fisher Investments Australia®
Investment Theme

Strengthening defences: What’s next for private credit?

Amid growing economic, political, and market uncertainty, credit is proving a hot topic with investors.
Alan Greenstein
Zagga Investments
Investment Theme

Oz Banks have been great, but.....

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!
Mugunthan Siva
India Avenue
Investment Theme

ETFs emerging as preferred bitcoin holding structure

Institutional adoption of Bitcoin ETFs is fundamentally changing the bitcoin market.
Bridget Nichols
Monochrome Asset Management
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Investment Theme

Diversify to defend wealth amidst rising volatility

The world is an uncertain place.
Alan Greenstein
Zagga Investments
Investment Theme

Why smart investors focus on recovery - not just returns

Markets are constantly moving, but we think recoveries are just as important. Learn how quality investing can strengthen portfolios.
Cameron McCormack
VanEck
Investment Theme

Amid a hot start to 2025, these are the key themes to pay attention to

MA financial shares views across key asset classes including private credit, real estate, equities, private equity and venture capital.
MA Financial Group
MA Financial Group
Investment Theme

2 reasons A$ gold will continue to thrive for Australian investors

Gold has started 2025 strong and there's plenty to suggest the bull case continues.
Marissa Salim
World Gold Council
Investment Theme

Why Bitcoin's central to Trump's brave new crypto world

Changes to the law in the US may boost cryptocurrencies as investors position to profit.
Russel Chesler
VanEck
Investment Theme

The state of crypto: 2025 market outlook

The global cryptocurrency market is on the verge of a transformative year. Here we discuss key trends and regulatory shifts.
Global X ETFs
Global X ETFs
Investment Theme

The small-cap resurgence: why now is the time to invest

Last week's interest rate cut may just prove to be the catalyst small cap companies have being crying out for.
AOV
BKW
+8
Oscar Oberg
Wilson Asset Management
Investment Theme

Why now is the time for your portfolio to gain exposure to nuclear power

As global electricity demand accelerates, so does the growth prospects of electric utilities in the global listed infrastructure sector.
Sarah Lau
Resolution Capital
Investment Theme

Why betting against AI is a losing strategy

The AI revolution is not a bubble, but rather a strategic imperative for companies seeking to survive and thrive in the future of technology
Xinyu Ru
Fawkes Capital Management
Investment Theme

Understanding the Australian housing shortage

Australia is facing a significant housing shortage, with supply falling critically short of demand.
Alan Greenstein
Zagga Investments
Investment Theme

What does Bitcoin actually do?

Monochrome explains the 3 essential guarantees of Bitcoin.
Bridget Nichols
Monochrome Asset Management
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