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Investment Theme

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

Investment Theme

What are the best strategies for a high inflation environment?

I read an article recently, in which a journalist was reporting on a piece of simple financial advice from American billionaire Mark Cuban. When asked what one should...
John Morgan
CTE Investments
Investment Theme

Game on: Why esports and gaming can take it to the next level

The multi-billion-dollar esports and gaming sector is among the fastest-growing industries in the world. Recent forecasts by data firm Newzoo predict there will be...
Alice Shen
VanEck
Investment Theme

“Unbelievable moats” in reasonably priced US tech, says Bob Desmond

You could be forgiven for thinking technology stocks are in a death spiral. While researching this topic, my Google searches were almost always accompanied by terms...
CSL
+3
Glenn Freeman
Livewire Markets
Investment Theme

This is one of the cheapest energy sources in the world (and it's about to get bigger)

Fukushima, on the northeast of Japan’s largest island, is vulnerable to earthquakes and tsunamis. From 1971, the area hosted the Daiichi nuclear plant that was built...
Michael Collins
Michael Collins
Magellan
Investment Theme

Podcast: interest rates, inflation and infrastructure

Last week I spoke with Bennelong Funds Management's Jodie Saw about the impact changing interest rates and inflation can have on infrastructure; and the...
Sarah Shaw
4D Infrastructure
Expert Insights

Are we at the turning point for emerging market equities?

"Don't Fight The Fed(eral Reserve)" is a time-tested adage in financial markets. The short explanation is that investors should make decisions in concert with the...
Hans Lee
Livewire Markets
Investment Theme

Could the US Supreme Court's decision against the EPA derail decarbonisation efforts?

On 30 June 2022, the Supreme Court of the United States (SCOTUS) ruled in favour of West Virginia and a group of other states in their lawsuit against the...
Sarah Shaw
4D Infrastructure
Investment Theme

The results checklist and what will be catching our eye this reporting season

The last twelve months can best be described as a game of two halves. The first half saw decent mid-single digit returns across equity markets, but the story...
Jared Tilley
NAOS Asset Management
Investment Theme

Your collateral is my yacht

The wash up of the recently collapsed crypto lenders is only just beginning. What has been revealed already in bankruptcy proceedings is outrageous, if not that...
Daniel Pickering
ListedReserve
Investment Theme

Podcast: The opportunity in emerging markets

A few weeks ago, I sat down with Jonas Daly, Bennelong Fund Management's Head of Distribution, to discuss investing in emerging markets, the importance of alignment...
Glen Finegan
Skerryvore
Investment Theme

China v US: Where should you put your money?

It is, without question, the geopolitical quandary of our time. The US has led the global hegemony for more than two centuries. However, China's economy has grown at...
+1
Hans Lee
Livewire Markets
Investment Theme

Why the FANGs are primed to win the metaverse

The metaverse has become one of the hottest investment topics. Yet the theme has left many investors bemused. Some wonder what it is. While others wonder where the...
+3
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Investing in the EV revolution

The transportation sector accounts for approximately 16% of all global emissions, of which road transport is responsible for about three quarters(1). It’s clear that...
Tim Gerrard
Tim Gerrard
Janus Henderson
Rapid Fire

Inside the minds of Australia’s corporate leaders: 300 meetings and 2 five-year ASX stocks

If you’re looking for investment ideas – and that’s why you’re reading this, after all – getting inside the heads of Australia’s corporate leaders is a huge advantage....
CSL
MQG
Glenn Freeman
Livewire Markets
Investment Theme

The sectors (and a stock) that passed Perpetual’s quality filter

Perpetual’s Vince Pezzullo sincerely hopes financial markets aren't heading for a repeat of the 1970s - or the 1990s - as he explained in the latest episode of...
STO
Glenn Freeman
Livewire Markets
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
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