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Investment Theme

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

Investment Theme

Yarra's 3 big themes, 11 stocks (and the AI arms race)

Portfolio manager Will Low questions whether the AI-fuelled tech rally is as widely justified as many investors think
WOR
+10
Glenn Freeman
Livewire Markets
Investment Theme

A reimagining of global power, on the front line of the energy transition

The energy transition encompasses a reimagining of global energy production and consumption with the aim of reducing reliance on fossil fuels. As the CEO of Orsted...
Mark Jones
Resolution Capital
Investment Theme

Qiao Ma and Jun Bei Liu's reasons for investor optimism

Two of Australia’s most successful equity investors detail where they see some of the greatest potential in global and local markets.
NXT
QAN
+1
Glenn Freeman
Livewire Markets
Investment Theme

7 reasons India could be the next investment superpower

As the global economic landscape evolves, a new titan is swiftly rising in the East. A country where a rich history intertwines with remarkable modernisation, where...
Patrick Poke
Patrick Poke
Betashares
Investment Theme

The bull case for this forgotten precious metal and how to play it

Silver, often overshadowed by its more illustrious cousin, is a precious metal that has quietly been the backbone of numerous industries for centuries. Its superior...
SVL
Kai Chen
MPC Markets
Investment Theme

Unlocking the potential of agri-food tech investments

Empowering the thriving entrepreneurial wave transforming the sector
Malcolm Nutt
Cultiv8 Funds Management
Investment Theme

How Monash Investors finds Aussie small-caps with 60% upside (plus 3 that pass the test)

A small-cap stock pickers market is coming and these sectors and stocks loom large for CIO Shane Fitzgerald
LLL
+1
Livewire Exclusive
Livewire Markets
Investment Theme

Citi: Forget lithium, copper is THE bullish energy transition trade

And investors are ready to pull the trigger...
David Thornton
Livewire Markets
Investment Theme

IML: 25 years of small-cap investing – and 3 stalwart stocks

Algorithmic trading and ETFs have changed the investing landscape but several things remain constant for IML's Simon Conn
+5
Glenn Freeman
Livewire Markets
Investment Theme

Why now is the time to take another look at this investment region

The 'Where in the world should you invest?' series rounds out with a trip back to where it all began.
+1
Chris Conway
Livewire Markets
Investment Theme

Seinfeld lessons – Investing with Jerry Seinfeld and George Costanza

Want an added reason to go back and watch Seinfeld? I bet you never thought that reason might be to find lessons on investing. Think again.
Robert Miller
NAOS
Investment Theme

Is this the most attractive investment destination of the next decade?

Intrigue and mystery no more, this region is growing exponentially – and in many different ways.
Chris Conway
Livewire Markets
Investment Theme

Carbon Markets: A Bullish Outlook for 2023

Carbon markets are increasingly seen as an essential part of efforts to reach net zero emissions by around 2050. We believe there is still asymmetric upside for the...
Alice Shen
VanEck
Investment Theme

Citi’s take on 5 ASX-listed automotive stocks, including potential potholes ahead

It's not all bad news for Aussie auto companies but recessionary fears are weighing
+2
Glenn Freeman
Livewire Markets
Investment Theme

Where in the world should you invest? Commodities, tech, and fast growth define this region

There's a big wide investment world out there and Australia only makes up 2% of it. This series explores other investment regions.
Chris Conway
Livewire Markets
Investment Theme

Where in the world should you invest? This region represents 55% of globally listed companies

There's a big wide investment world out there and Australia only makes up 2% of it. This series explores other investment regions.
Chris Conway
Livewire Markets
Investment Theme

9 ETFs to invest in this US$50 trillion investment theme

This article looks at other ways to invest in the electric vehicle theme, beyond resources companies and individual stocks
+11
Glenn Freeman
Livewire Markets
Investment Theme

This investment theme is broken, with US$34 trillion on the line

According to new research out of Boston College and Yale University, sustainable investing in its current form is broken.
David Thornton
Livewire Markets
Investment Theme

The promise and peril of Generative AI

People can’t stop talking about artificial intelligence (AI) lately—and many of them are in Silicon Valley’s executive suites. The biggest headline to emerge from our...
+3
T. Rowe Price
T. Rowe Price
Investment Theme

A tale of two fast-food stocks: Collins Foods versus Domino’s Pizza

Analysts at UBS and Citi say the companies displayed some remarkable contrasts in FY2023
CTT
Glenn Freeman
Livewire Markets
Income

Income is cool again, and there is a sweet spot developing

Greg Canavan from Fat Tail Investment Research shares a different take on the income question, via a contrarian and value-oriented lens.
+1
Greg Canavan
Fat Tail Investment Research
Investment Theme

Health of the bitcoin market – 3 charts that matter

Bitcoin has been the best performing asset class in 2023, but what about longer term? These charts are indicators of the state of bitcoin.
Justin Arzadon
Betashares
Investment Theme

Mega cap tech is topping out and AI is a bubble (but this metal is primed to launch)

The market is in for a rude awakening, according to Global asset manager Crescat Capital.
+1
David Thornton
Livewire Markets
Investment Theme

ASX property stocks – Broker views and a fundie's perspective, six months on

Recent ratings of the sector's top five stocks and the biggest fears – and opportunities – according to Resolution Capital's Andrew Parsons
DXS
GMG
MGR
+3
Glenn Freeman
Livewire Markets
Investment Theme

Four key questions for ARB and its US expansion

Everything is bigger in the US, but for a market darling like ARB Corporation (ASX: ARB), just how big is the opportunity?
Jared Tilley
NAOS Asset Management
526-550 of 1409
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