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Investment Theme

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

Investment Theme

3 reasons the "flying kangaroo" is more than a recovery play

Investors’ ability to “look through” the headlines and invest based on future expectations has surprised many experienced professionals. Firetrail analyst Sean Drennan...
QAN
Glenn Freeman
Livewire Markets
Expert Insights

"Essential" assets that probably belong in your portfolio

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...
SYD
Glenn Freeman
Livewire Markets
Investment Theme

Young investors will drive the speed of environmental change

While it sometimes appears that younger generations cop the brunt of criticism (either for buying too much or not buying enough), a major theme is emerging where the...
Andrew McAuley
Credit Suisse
Rapid Fire

How the new-look Monash fund is positioned for more “cracking” returns

One of the nice guys of Australian funds management, Simon Shields, principal and co-founder of Monash Investors Limited, is also a very astute stock picker. Last May,...
KGN
Glenn Freeman
Livewire Markets
Investment Theme

What is cryptocurrency mining and how does it work?

With the market capitalisation of cryptocurrency assets surpassing USD$2 trillion in 2021, it is certainly an exciting time to join the cryptocurrency finance...
Dan Annan
Dan Annan
Cosmos Asset Management
Investment Theme
Sponsored

Vital ESG themes for 2022

For investors focused on sustainability, 2021 was a year dominated by the run-up to and takeaways from November’s COP26 climate change negotiations in Glasgow. But the...
Fidelity International
Fidelity International
Investment Theme

What's driving the cybercrime pandemic?

The COVID pandemic has seen many workers replace the company office with the home office. But as Mal Whitten from Tyndall AM explains, this has given way to a spike in...
TLS
Mal Whitten
Mal Whitten
Tyndall AM
Investment Theme

Credit Suisse: The 4 'crossover' megatrends to watch

When it comes to the megatrends for 2022, it pays to think big - and if last year's Livewire reader survey is anything to go by, there are plenty of big investment...
Meg Kerr
Meg Kerr
Livewire Markets
Investment Theme

Cognitive biases - What do Churchill, JFK, soccer and Wheel of Fortune have in common?

“History never repeats itself, man always does” is a famous quote by French writer, philosopher and historian Voltaire, and while this quote was first said 200 years...
Jared Tilley
NAOS Asset Management
Rapid Fire

100 percent equities, zero percent carbon

With many countries now committed to net zero carbon emissions by 2030, investors may be asking themselves what they can do to achieve the same goal. Investing in...
Patrick Poke
A Rich Life
Investment Theme

A remarkably resilient ASX 200 phenomenon

This is a quick reminder of how the ASX 200, or big caps, typically behave in the first few months of the year. This January, the market (in Australia!) did what it...
Richard Coppleson
Bell Potter
Success and More Interesting Stuff

Peter Morgan: History is rhyming (and it could be bad for stocks)

In the final episode of Matthew Kidman's Success and More Interesting Stuff podcast series, he spoke with market legend, Peter Morgan. Peter was instrumental in the...
COH
CSL
Matthew Kidman
Centennial Asset Management
Investment Theme

Biden’s Build Back Better legislation

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as...
Sarah Shaw
4D Infrastructure
Investment Theme

Overcoming uncertainty with takeover statistics

2021 was a hot year for M&A activity as markets continued their COVID recovery and access to debt and equity capital increased. According to data from UBS, the...
Ben Griffiths
Eley Griffiths Group
Investment Theme

A brief history of booms and busts

Can investing in disruption produce attractive returns for the average investor? Interestingly, history suggests the odds are less than favourable, particularly during...
NZM
Tim Carleton
Auscap Asset Management
Investment Theme

Here's 7 gems you missed over the holiday break

Don’t feel guilty about having a holiday. We genuinely hope you had an absolute cracker. But I hope it’s not immodest to point out that while you were kicking back,...
REA
XRO
Matt Buchanan
Matt Buchanan
Investment Theme

How investors can sustain profitable growth into an uncertain future - lessons from a 32-year long investment strategy

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...
Will Deer
Will Deer
Pengana Capital Group
Investment Theme

Family Matters - Managing the wealth of family offices

In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United...
David Clark
Koda Capital
Investment Theme

Airlie's view for 2022: Key insights and portfolio highlights

Investors can expect a bumpy ride from the share market this year, but it should do well overall, says Airlie Australian Share Fund co-portfolio manager Matt Williams....
BLD
DDR
+7
Matt Buchanan
Matt Buchanan
Investment Theme

Getting it write! The 10-most read articles by Livewire contributors in 2021

In the spirit of the New Year, we've decided to do something new at Livewire by taking a look at the 10 most-read wires of 2021. Think Marcus Padley, Christopher Joye,...
Meg Kerr
Meg Kerr
Livewire Markets
Investment Theme

Microsoft stakes a $96 billion claim in the metaverse

Microsoft isn’t playing around when it comes to video games, having just offered $96 billion in cash for gaming house Activision Blizzard. So what does this mean for...
David Thornton
Livewire Markets
Success and More Interesting Stuff

Jun Bei Liu's extraordinary journey

Having taken over the reins of Tribeca's long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...
Matthew Kidman
Centennial Asset Management
Investment Theme

A stellar year for REITs – will this continue into 2022?

With the clock ticking over to 2022, the world will have endured two years of COVID-19. But despite the well-documented challenges, 2021 was a successful year for...
CHC
+6
Amy Pham
Pengana Capital Group
Success and More Interesting Stuff

Rob Millner's simple rule for investing success

Episode three of Success and More Interesting Stuff features Rob Millner, the patriarch of Washington H Soul Pattinson. Soul Patts is the closest investment vehicle...
BKW
COL
+9
Matthew Kidman
Centennial Asset Management
Outlook Series

How the billionaires are investing in 2022

Several months before the pandemic began, Pulitzer Prize-winning author Liaquat Ahamed wrote a piece for The New Yorker with a bold headline aimed at a contentious...
BGA
EMD
FMG
Vishal Teckchandani
Livewire Markets
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