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Investment Theme

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

Investment Theme

Is thematic growth a crazy response to high inflation?

We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic growth, we looked at the advice he...
Blair Hannon
Blair Hannon
Global X ETFs
Investment Theme

Unpacking the impact of our software holdings

What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational leverage and run a negative working...
Ted Franks
Pengana Capital Group
Investment Theme
Sponsored

Would you drive a car designed and tested by a computer?

Your next car will have its performance simulated and tested by a computer, says Maxime Le Floch, an analyst at impact investing leader Regnan (part of Pendal...
Pendal Group
Pendal
Investment Theme

Inflation podcast (part 1): Paul Volcker, central banks, and the UK

With inflation still the word on everyone’s lips, our latest podcast has been published in two parts. In part 1, Greg Goodsell, 4D's Global Equity Strategist, speaks...
Sarah Shaw
4D Infrastructure
Investment Theme

Investing in the energy transition (and the companies leading the way)

Thematic investing is a forward-looking investment approach that seeks to capitalise on megatrends. Thematic investing can focus on short-term, more cyclical themes...
AKE
BHP
+9
Rob Crookston
Rob Crookston
Wilsons Advisory
Investment Theme

Business is booming for this secular industry

Cybercrime has dominated the headlines for the past few weeks. Most Australians were hit by the recent Optus breach or knew someone who was. Barely a week later,...
TNT
+13
Sara Allen
Livewire Markets
Investment Theme

Podcast: The storm of inflation

I recently spoke to Bennelong Funds Management's Stuart Fechner about the insidious nature of inflation and the spectre of a recession - as well as the surprising...
Kristiaan Rehder
Kardinia Capital
Investment Theme

Following the “Smart Money”

Smart money was originally a gambling term that referred to the wagers made by gamblers with a track record of success. In the investment industry, “smart money” is...
Justin Arzadon
Betashares
Investment Theme

Is a bird in the hand worth two in the bush?

In 600 BC, Greek fabulist Aesop described the essence of investment decision-making as, "A bird in the hand is worth two in the bush." To flesh out this...
Mandi Prager
MP Group International
Investment Theme

How much cash are you holding right now?

When markets go sideways, there are numerous levers equity fund managers can pull to dial down risk. Almost all can change their sector weightings and stock...
WAA
WAM
+3
Chris Conway
Livewire Markets
Investment Theme

Why an active approach is critical for markets right now

Falling markets, rising rates and inflation, pestilence, war, deglobalisation, drought, the energy crisis, acerbic politics and a less sanguine regulatory environment...
Bruno Paulson
Morgan Stanley IM
Investment Theme

Aussie home price speculation is a "mug's game" but the sector's still hard to beat

The Reserve Bank of Australia’s shock decision to start slowing the pace of interest rate rises this week has spurred yet more speculation on the implications for...
Glenn Freeman
Livewire Markets
Investment Theme

Will growth stocks outperform once again?

Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits) quickly adjusted to new ways...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Investment Theme

Vladimir Putin and the butterfly effect

This month’s bogey was European inflation, which was up to 9.1% for the 12 months to August, so still increasing. Energy and food prices drove this rise, courtesy of...
+4
Alex Pollak
Loftus Peak
Investment Theme

The 8 minutes that really mattered at Jackson Hole

In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook. Powell strongly...
Kristiaan Rehder
Kardinia Capital
Investment Theme

The Inflation Reduction Act will drive the United States' efforts towards net-zero

What is the Inflation Reduction Act? On 16 August 2022, President Biden signed the Inflation Reduction Act (IRA) into law having passed through Congress based on the...
Sarah Shaw
4D Infrastructure
Investment Theme

Debunking the myths around nuclear energy

Nuclear power is a low carbon energy source that can generate maximum power more reliably than any other energy source currently available.  In the aftermath of...
Blair Modica
Blair Modica
Betashares
Investment Theme

Why manufacturing is set to drive India's economy

India's growth story over the last decade has been driven by rising consumption rather than investment. This was partly caused by the global financial crisis, when...
+2
Mugunthan Siva
India Avenue
Investment Theme

Phil King’s top themes, and some stock ideas to play them

Energy is a standout theme for Regal Funds Management’s Australian equities portfolio, as nominated by King, chief investment officer, during an investor webinar on...
STO
+2
Glenn Freeman
Livewire Markets
Fund in Focus
Sponsored

Income investing done differently: Global reach, lower risk and less volatility

There are other ways for Australians to generate investment income, beyond the well-worn approach of harvesting fully franked dividends from ASX stalwart stocks. We...
Chad Padowitz
Talaria Asset Management
Investment Theme

Founder Interview: The founder who beat the banks at their own game (Part 2)

In Part 2 of my interview, Barry shares his approach to scaling, how he differentiated Count Financial from the plethora of financial services companies, and what he...
Lawrence Lam
Lumenary Investment Management
Expert Insights

3 compelling areas of investment opportunity in Asia

Three investment themes within the Asian region will remain compelling whether the world enters a recession or not, says Fidelity’s Anthony Srom. Electric vehicles,...
Sara Allen
Livewire Markets
Investment Theme

3 key changes for your radar as the world shifts toward the new economy

The world has already rapidly shifted towards the new economy. As it stands today, one sector out of 11 currently accounts for a fifth of the MSCI World Index -...
Livewire Exclusive
Livewire Markets
Investment Theme

Why Bitcoin could be an unlikely saviour for global electricity supply

The pendulum is beginning to swing in energy markets. Harsh lessons are being distributed across Europe as the reality of unreliable energy streams starts to bite....
Daniel Pickering
ListedReserve
Investment Theme

Could Aussie coal plants stage a comeback – and are renewables too pricey?

The controversial black rock has remained in Australia’s financial press in recent weeks, but for some quite distinct reasons. For one thing, coal companies ranked...
BHP
Glenn Freeman
Livewire Markets
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