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Investment Theme

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

Investment Theme

What the top gun investors are backing

This week, we have been taking a look at the best and worst trades made by four well-known investors. In a market that has been very difficult to chalk up wins on the...
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Hans Lee
Livewire Markets
Investment Theme

Under the hood of Cathie Wood's ARK Innovation ETF beyond Tesla

When you think of Cathie Wood (or Catherine, if you remember her 2019 Fund Manager Q&A with our own Eddie Orchard), you probably think of her long-term and extremely...
+3
Hans Lee
Livewire Markets
Investment Theme

The sectors and stocks that can withstand supply chain shocks

The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...
BXB
Glenn Freeman
Livewire Markets
Investment Theme

Bill's big bets: What Bill Ackman is buying post-Netflix wipeout

There has been no Netflix and chill for Bill Ackman at Pershing Square Capital. After the streaming giant predicted it would lose two million paid customers this...
Hans Lee
Livewire Markets
Investment Theme

Why now is the time to add alternatives to your portfolio

There are more than 2,000 companies listed on the ASX, and unless your dominant trade has been in the commodities space, chances are it's been a rough 2022 so far....
Livewire Exclusive
Livewire Markets
Investment Theme

Berkshire Hathaway 2022 AGM - 7 topics you may not have already read about

“Occasionally Berkshire gets a chance to do something. It’s not because we’re smarter. … we’re sane. That’s the main requirement in this business” - Warren Buffett ...
Sebastian Evans
NAOS
Investment Theme

What Carl Icahn added to his long portfolio in 2022

In the latest of our 13F series, we are taking a look at the big moves made by billionaire activist investor Carl Icahn. Icahn is famous for an approach now...
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Hans Lee
Livewire Markets
Investment Theme

Chart of the Week - Green Boom & Bust

Renewables vs Fossils: The relative performance of clean energy vs fossil fuel stocks has featured some wild boom/bust cycles over the past two decades. The current...
Callum Thomas
Topdown Charts
Investment Theme

Peter Cooper: The "excitement" of downturns, and the stocks behind his recent performance

The highly regarded (but under-reported) founder of Cooper Investors recently broke cover during an interview that traversed a wide range of topics. His flagship CI...
Glenn Freeman
Livewire Markets
Investment Theme

How Warren Buffett's latest stock picks are setting him up for 2022

Don't deny it. Everyone loves a pry into the trades of the rich and famous. Just see how many people enjoy the AFR's Rich List (or indeed, The Australian's...
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Hans Lee
Livewire Markets
Investment Theme

Will the global supply chain crisis be transitory?

From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...
Hans Lee
Livewire Markets
Investment Theme

Bitcoin shines through crypto markets' negative performance

Crypto markets experienced a meltdown two weeks ago, losing over US$200 billion in one day and much more over the week. But amid the turmoil, once again bitcoin did...
Justin Arzadon
Betashares
Investment Theme

Carbon capture and storage 101

Carbon Capture and Storage (‘CCS’) is the most debated topic in climate discussions right now. On the one hand, some view the technology as unproven and expensive....
Blake Henricks
Firetrail Investments
Investment Theme

4 takes on what's driving global supply-chain challenges

Whether you’ve been hoping to buy a new car, source fittings to complete a building project, or purchase a new iPhone, you’ve probably experienced frustrating delays...
Glenn Freeman
Livewire Markets
Investment Theme

A renaissance for agriculture

After a lost decade post-financial crisis, the agricultural sector is having a renaissance. The prices of soft commodities like corn and wheat increased by more than...
IPL
NUF
Ramoun Lazar
Firetrail Investments
Investment Theme

From the wilderness to the UN – How one Australian influenced the world of investing

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...
James Marlay
Livewire Markets
Investment Theme

Jeremy Grantham: We are at the end of a golden era

It was January 2021 when Jeremy Grantham of GMO published a piece on this very website saying that the last dance is near. In it, he noted that the bubble was...
Hans Lee
Livewire Markets
Investment Theme

Upcoming Australian federal election & its impact on infrastructure

The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia. The incumbent Liberal-National...
Sarah Shaw
4D Infrastructure
Investment Theme

Finding a carbon solution: 7 stocks fronting the net-zero surge

The world has enjoyed more than a century of “progress” which has seen developed market industrialisation, huge population growth, globalisation, and the emergence...
Sarah Shaw
4D Infrastructure
Investment Theme

Crypto equities vs cryptocurrencies: Is there room for both?

Bitcoin and Ethereum cryptocurrency ETFs are set to hit the Australian market today. With the markets as volatile as they are, and with more choice soon available...
Justin Arzadon
Betashares
Investment Theme

The great transition is 40% done. The other 60% is an investment lying in wait

For many, green energy still sits on the margins of our national energy sector.  And therefore on the margins of mainstream investment.  And they'd be wrong.  Coal...
David Thornton
Livewire Markets
Investment Theme

Top 5 US stocks for rising rates

With interest rate hikes causing global share prices to tumble, investors have been left holding the bag. One potential solution is low volatility companies, those...
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kanish chugh
kanish chugh
Global X ETFs
Investment Theme

A $5 billion to $200 billion story in just two years

Software is confusing. In fact, very few people have actually “seen” the code that drives much of the modern world. This code above is not yet famous but one day...
Daniel Pickering
ListedReserve
Investment Theme

The “other” non-equity asset class: 10 tips for successful Alternatives investing

In my recent paper, “Will Bonds Protect You In the Future?”, I challenged the utility of Bonds as a diversification tool. This challenge also reflects a concern I...
John Morgan
CTE Investments
Investment Theme

5 themes for rising interest rates and inflation

Global inflationary pressures and interest rates have lifted notably so far this year thanks to strong demand and supply bottlenecks. Inflation appears likely to...
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David Bassanese
Betashares
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