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Investment Theme

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

Investment Theme

The collapse of the momentum growth trade

After relentless multi-year outperformance, growth stocks around the world have finally seen sustained and significant underperformance over the last six months. The...
Jason Williams
Lazard Asset Management
Investment Theme

Is green hydrogen a net zero game-changer?

Imagine a future where cars don’t emit toxic fumes, but instead release steam into the atmosphere. That may sound far-fetched, but that is exactly what harnessing...
Tim Gerrard
Tim Gerrard
Janus Henderson
Investment Theme

The incredible stats that tell the tale of FY22

Well, we made it. What a 12 months it's been on financial markets. It started with global markets closing (ad nauseum, it seemed) at record highs. It ends with fears...
BPT
+8
Hans Lee
Livewire Markets
Expert Insights

There are some positive outcomes in a recession

Just like the weather in Australia, no two days are ever really the same. The same could be said for investing. Six months ago, global central banks were discussing...
Hans Lee
Livewire Markets
Investment Theme

4 Bitcoin metrics at all-time highs

For the first time in its history, bitcoin has broken below its previous cycle's high. The previous cycle's high was US$19,783 in December 2017, and on June 19th,...
Justin Arzadon
Betashares
Investment Theme

Net zero: a once-in-a-lifetime investment opportunity?

More than 120 countries have pledged to reach net zero carbon emissions by around 2050, along with numerous regional governments, cities and companies. Some...
Tim Gerrard
Tim Gerrard
Janus Henderson
Investment Theme

Biodiversity loss - The next great challenge for markets

Over the next 30 years, it is estimated that more than $8 trillion of investment will be needed to fund nature-based solutions to tackle climate change, biodiversity...
LGT Crestone
LGT Crestone
Expert Insights

Getting started with sustainable investing

Sustainability is a huge word. The range of investment opportunities under its umbrella is enormous - and some of them are not even guaranteed to make you a return...
Hans Lee
Livewire Markets
Investment Theme

Queensland raises coal royalties, but the canary sings on for these ASX-listed miners

Today's energy crisis has put renewed focus on Australia's coal mining industry. We might not want it, but we sure need it. Australia's coal country straddles New...
BHP
David Thornton
Livewire Markets
Investment Theme

A constant theme amid the turmoil

The aging population is a well-appreciated phenomenon and a challenge for policy makers around the world. The combination of demographic changes resulting from...
BTC
EBO
+4
Sebastian Evans
NAOS
Investment Theme

Are you one of the 46% of investors trying to change the world?

Once upon a time, investors believed you could either make money or help the world. In the modern fairy tale, you can do both – and it’s not a fiction, it’s a...
Sara Allen
Livewire Markets
Investment Theme

The big 3 inflation hedges, and a near-perfect monopoly stock

An Australian pioneer of infrastructure investment, Lazard Asset Management's Warryn Robertson heads up a team managing more than $20 billion of assets. He lives and...
Glenn Freeman
Livewire Markets
The Rules of Investing

The best inflation protection you can get

The prophets of doom are blowing their recession horns. Accordingly, investors want to hold assets that can act as bulwarks against whatever's driving recession -...
The Rules of Investing
Livewire Markets
Investment Theme

The future of robotics and AI: Where are we heading?

  The ETF Securities Partner Series joins with Australian and international investment professionals to discuss the big issues of the day and what these mean for...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Podcast: Explaining 4D's country review process

Greg Goodsell, 4D’s Global Equity Strategist, recently spoke to Bennelong Funds Management account director, Dave Whitby, about 4D's unique country review process –...
Sarah Shaw
4D Infrastructure
Alternatives in Focus

There's another way to invest in critical infrastructure assets

When the $32 billion deal marking Sydney Airport’s exit from the boards of the ASX was completed earlier this year, one of the nation’s best-known listed...
Livewire Exclusive
Livewire Markets
Expert Insights

Megatrends v legacy industries: where to invest for growth

Megatrends might be a growth investor’s buzzword, but what are the trends to look at and where can you find the right companies? It’s easy to get caught up in hype...
Sara Allen
Livewire Markets
Expert Insights

Why sustainability investing is a long-term game

The modern definition of sustainable investing can be traced back to the early 1970s when Pax World launched the first sustainable mutual fund. Two United Methodist...
Hans Lee
Livewire Markets
Investment Theme

Indecisive Dave and the backlash against ESG

For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as...
Ted Franks
Pengana Capital Group
Buy Hold Sell

10 blue chip management teams in the ASX200

In challenging times, the quality of management is paramount to ensure that shareholders capital is well looked after, and companies can survive the battles. Solid...
CPU
CSL
+7
Buy Hold Sell
Livewire Markets
Investment Theme

Why country risk matters

Right from the early origins of the 4D business, country risk was a key area that we thought needed to play a significant role in our investment process. As truly...
Sarah Shaw
4D Infrastructure
Investment Theme

The long-term prospects of natural gas and midstream assets

In October 2020 we published a Global Matters article, Decarbonisation and the infrastructure investment opportunity, in which we discussed how investors wanting to...
Sarah Shaw
4D Infrastructure
Investment Theme
Sponsored

Market Matters Live Q&A: Is it too late to buy battery metal stocks

By 2030, it’s expected that 145 million electric vehicles globally will be on the road, up from just seven million in 2021. Power grids are transitioning to more...
James Gerrish
Market Matters
Expert Insights

Why sustainability will become the new standard for investing

There is no doubt that sustainability is all the rage - and for good reason. There is not a day in the news cycle where ESG skeptics and proponents clash on a range...
Hans Lee
Livewire Markets
Investment Theme

Has crypto unravelled?

During May, bitcoin and crypto markets suffered one of the worst weeks in recent memory with many sceptics (again) declaring that bitcoin and crypto are dead. The...
Justin Arzadon
Betashares
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