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Investment Theme

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

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
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
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