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Investment Theme

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

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
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...
+2
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...
+1
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...
+2
Hans Lee
Livewire Markets
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