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Investment Theme

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

Investment Theme

ETF Securities' top 5 future mobility stocks

Global transport is changing at breakneck speed, rushing to meet the demands of global warming. Electric cars — unheard of just five years ago — are now almost...
kanish chugh
kanish chugh
Global X ETFs
Success and More Interesting Stuff

From IVF pioneer to Afterpay investor: John McBain's incredible journey

John McBain has had quite the varied career, starting out as a OB-GYN, pioneering IVF treatment in Australia, and then finding success as a small cap investor. If you...
APT
RNO
Matthew Kidman
Centennial Asset Management
Investment Theme

Opportunity knocks as the Australian Way clears path to net zero carbon emissions

The Federal Government's plan to reach net zero greenhouse emissions by 2050, dubbed the Australian Way, brings with it a range of opportunities for investors. The...
APA
SYD
+1
Sarah Shaw
4D Infrastructure
Investment Theme

ETF Securities' top AI stock calls for 2022

With no end to the current tailwinds for artificial intelligence in sight, COVID uncertainties and work from home measures continue to push AI into the spotlight. ETF...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

An asset for all seasons

Infrastructure has a well-earned reputation as a portfolio diversifier, especially when inflation ticks up. This is a good thing at the moment because inflation is...
ALX
APA
TCL
David Thornton
Livewire Markets
Investment Theme

10 Investment themes to watch in 2022

As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in...
First Sentier Investors
First Sentier Investors
Investment Theme

9 key takeaways from Wilsons 2022 outlook

The spectre of sustained high inflation and the behaviour of bond markets continue to perplex market observers as the year draws to a close and attention turns to...
MQG
QAN
Matt Buchanan
Matt Buchanan
Investment Theme

Private Equity overview for non-institutional investors

Peter Costello gave a rather bleak assessment of financial markets in the Australian Financial Review (AFR) where he outlined the reasons behind the increasing...
Daniel Tamone
Daniel Tamone
The SILC Group
Rapid Fire

The themes, sectors and stocks Tribeca tips for a turnaround

Back in March 2020, there was a strong view that markets would be awash with buybacks and other capital management initiatives as Australian companies sought to shore...
BHP
FMG
+3
Glenn Freeman
Livewire Markets
Investment Theme

ESG: Deconstructing returns

Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental, Social, and Governance...
Will Deer
Will Deer
Pengana Capital Group
Investment Theme

EV drivers – from smug to bah humbug

While there is an increasing number of electric vehicles on roads, the number of public chargers remains static. In fact, Google search growth for “EV charging” is 1.5...
Ted Franks
Pengana Capital Group
Investment Theme

When fear is your friend: What AREITs to buy if Omicron jitters worsen

Just when you thought it was safe to go out maskless, Omicron has sent markets into another fit. In the crosshairs are the usual suspects, particularly airline and...
CHC
GMG
+1
Pete Morrissey
Dexus
Investment Theme

The sustainability of big tech

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...
Mary Manning
Alphinity Investment Management
Investment Theme

Is it time for Asian equities to shine in 2022?

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...
Julian McCormack
Julian McCormack
Platinum Asset Management
Expert Insights

China's property industry is too big to fail

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...
Andrew Papageorgiou
Realm Investment House
Expert Insights

Sustainable investing goes hand-in-hand with performance — and financial resilience

Investors don't need to worry that using sustainable strategies will cost them money, says Blackrock investment specialist Blair Hannon "There is certainly a common...
Livewire Exclusive
Livewire Markets
Investment Theme

A practical guide on how to tackle carbon emission

Can we be sure that we are removing the same amount of carbon dioxide from the atmosphere as we have emitted as a business? That was the simple question we looked to...
Firetrail Investments
Firetrail Investments
Investment Theme

How pricing power can be an antidote for inflation

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

What you need to know about investing defensively for the times

In a world of short attention spans and instant gratification, few people have been shocked by the speed of the recovery since the March 2020 dislocations. The...
Paul Chin
Jamieson Coote Bonds
Expert Insights

Why ESG is where the smart money is heading

The trillions of dollars being spent every year on global sustainability will be one of the biggest factors driving investment returns for the next decade says...
Livewire Exclusive
Livewire Markets
Investment Theme

What you need to know about India's structural growth story

If 2020 was the year for China’s markets to outperform, the baton was passed to India and other regional markets in 2021. One of the most obvious reasons to invest in...
Amit Goel
Fidelity International
Expert Insights

Here for the stayers, not the players

For a 10-15 portfolio, it pays to be disciplined on the screening process. But how do you know which stocks to include? For Claremont Global, screening those companies...
Livewire Exclusive
Livewire Markets
Investment Theme

Can these companies capitalise on their depressed share prices?

Much has been written about the growing divergence between value and growth. Some say it is due to company-specific challenges and missteps, while others attribute it...
GEM
IPL
+1
Suhas Nayak
Allan Gray
Investment Theme

What you need to know about earning income from equities in 2022 (and it’s not all about yield)

In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. So, what is this holy grail...
REA
Rudi Minbatiwala
First Sentier Investors
Investment Theme

Why FOMO is the enemy of investment success

FOMO is evident wherever you look. It’s your children pretending they know the difference between Bitcoin and Ethereum. It’s the US$2.6 trillion of leveraged bets that...
Tom Stevenson
Fidelity International
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