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Investment Theme

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

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
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
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