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Investment Theme

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

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
Investment Theme

Founder Interview: How Barry beat the banks at their own game (Part 1)

Barry Lambert founded Count Financial in 1980, bootstrapping the business and running it whilst still juggling a full-time job at CBA. The business that started out as...
Lawrence Lam
Lumenary Investment Management
Investment Theme

CEO Insights - ASX reporting season special

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs and business leaders in order to gain a greater understanding...
Robert Miller
NAOS
Investment Theme

Investing in global carbon markets

In this third and final instalment of Tribeca’s carbon credit video series, I outline the mechanics of voluntary carbon credits - particularly certified nature-based...
Todd Warren
Tribeca Investment Partners
Investment Theme

The $369 billion opportunity you need to know about

The passage of the Inflation Reduction Act in the United States will inject US$369 billion into the US clean energy economy, boosting investment in a range of...
Alice Shen
VanEck
Investment Theme

Why Oaktree's Howard Marks is buying SPACs

For the last in our 13F series this week, I thought we'd go big and bold. And nothing says big and bold like a professional investor who bought not one but 90 new...
+3
Hans Lee
Livewire Markets
Investment Theme

Michael Burry's big bet is no big short

There is no reason to doubt the old investing adage - never put all your eggs in one basket. Even Cathie Wood, who was featured in yesterday's 13F series...
Hans Lee
Livewire Markets
Investment Theme

The cost of war

Russia invaded Ukraine on 24 February 2022, no doubt expecting a quick and easy triumph in achieving its territorial ambitions. Consistent with the old proverb...
Sarah Shaw
4D Infrastructure
Investment Theme

The new stocks Cathie Wood is backing - that are not Tesla

If they had a Family Feud question about Cathie Wood, chances are the top answer would read "Tesla". There's a good reason for that. Wood has been bullish on Tesla...
+2
Hans Lee
Livewire Markets
Investment Theme

Why Carl Icahn's newest investment is already turning heads

Carl Icahn is one of Wall Street's great power players. He's famous for his "corporate raider" approach - only taking stakes in companies that he believes he can...
+3
Hans Lee
Livewire Markets
Investment Theme

Warren Buffett doubles down on his big money energy bet

One of the best things about working at Livewire is the chance to revisit ideas, themes, and stories that have captured our readers' imaginations. A few months ago,...
+5
Hans Lee
Livewire Markets
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