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Investment Theme

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

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
Investment Theme

Alternative investing: it’s essential, not optional

Two years since the onset of the COVID-19 pandemic, investors are still looking further afield to generate asset returns, both geographically and beyond public...
Kerry Craig
J.P. Morgan Asset Management
Investment Theme
Sponsored

Asset management, without compromise

The investment landscape is under pressure. Staying ahead brings investors tough choices: Drive immediate returns or maximise long-term impact? Select winning ideas or...
Livewire Exclusive
Livewire Markets
Expert Insights

Two household names to delight investors with their earnings streams

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...
Livewire Exclusive
Livewire Markets
Investment Theme
Sponsored

The fourth industrial revolution

For nearly 30 years we have recognised the link between sustainability and innovation, and today we believe we are entering a decade of transformational change. The...
Hamish Chamberlayne
Janus Henderson
Expert Insights

Building a portfolio one stock at a time

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...
Livewire Exclusive
Livewire Markets
Expert Insights

Three outstanding consumer staple stocks

The contrasting worlds of cryptocurrencies (red-hot and risky) and consumer staples (lagging in the wake of the pandemic) are preoccupations of the Alphinity team at...
Livewire Exclusive
Livewire Markets
Investment Theme

A look inside three funds we’re backing

Interesting things happen when investors get over the idea that equity markets are where all the action is. The truth is, some of the most compelling opportunities are...
XF1
Michael Houghton
Lucerne Funds Pty Ltd
Investment Theme

Don’t believe TINA: There are alternatives

The expression ‘TINA’ (There Is No Alternative) has reached meme status in recent years as high prices in almost every asset class have left investors frustrated. With...
Patrick Poke
A Rich Life
Investment Theme

The Supertrends to enhance your returns

At our recent Global Supertrends Forum, we had three panels discussing what we call Supertrends. These are the long-term themes we believe reflect societal change, and...
Andrew McAuley
Credit Suisse
Investment Theme

Government infrastructure investment multiplying jobs globally

Recent IMF research shows that when governments invest in infrastructure, they create many new jobs. The IMF evaluated the direct employment effect of public...
Sarah Shaw
4D Infrastructure
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