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Investment Theme

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

Investment Theme

Unlocking the opportunity of 'special situations' in Australian equities

In this wire, Rob Hay and Michael Goldberg of Collins Street Asset Management detail the five "special situations" that can help investors achieve superior returns...
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Livewire Exclusive
Livewire Markets
Investment Theme

EV metals: Will you strike it rich or burn your fingers?

Whether you believe the antics of Elon Musk add to, or detract from, the investment appeal of the electric vehicle space, it’s hard to argue with the science that...
Glenn Freeman
Livewire Markets
Investment Theme

5 innovators rocking the hydrogen space

As the world moves away from fossil fuels, hydrogen is receiving a lot of attention from investors and governments. Sometimes called the Swiss army knife of...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

An Inconvenient Truth prompts 2 inconvenient questions

Perhaps the most powerful thing about Al Gore’s 2006 documentary about global warming was its title. Climate change remains An Inconvenient Truth. It would be great if...
Tom Stevenson
Fidelity International
Investment Theme

Michael Traill: Investing for purpose

In this episode of Inside the Rope, Michael Traill joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in...
David Clark
Koda Capital
Investment Theme

Why I invest thematically

Thematic investment is very popular. The idea of investing in "structural change" and the durable trends and investment themes of our time has struck a chord. Like any...
Kingsley Jones
Jevons Global
The Rules of Investing

The biggest opportunity since the internet

In case you missed it, Munro Partners' Nick Griffin recently joined Patrick Poke on the Rules of Investing podcast. In it, Griffin points to a paradigm shift that...
The Rules of Investing
Livewire Markets
Investment Theme

5 semiconductor companies you need to know about

Semiconductors are at the heart of modern computers and phones. Also known as microchips, they are the all-important “brains” behind any computer. Semiconductors are...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Four of Nikko AM's favourite ESG investments

There's no longer room for scepticism: doubt, and you'll miss out. The trio of concerns at the heart of ESG investment now have the attention of world leaders, and...
Iain Fulton
Yarra Capital Management
Investment Theme
Sponsored

Four investment themes our experts are watching

Discover what’s next for Australian Equities with Perpetual Asset Management Australia's exclusive eBook. With the reopening across major developed economies on track...
Perpetual Asset Management Australia
Perpetual Asset Management (Australia)
Expert Insights

Want to buy an airport? Here’s how…

Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...
Livewire Exclusive
Livewire Markets
Investment Theme

A perfectly timed portfolio booster

When you're amid a market decline, you're never quite sure if you're riding out a dip or on the precipice of a deeper downturn. It may not be the next financial...
Mia Kwok
Mia Kwok
Livewire Markets
Investment Theme

Hamish Douglass: Another stock headed for the trillion-dollar club

At a recent webinar, the Magellan CIO revealed: his childhood bedroom walls were adorned with compounding tables; he’s a big fan of Squid Game; and he thinks the...
Glenn Freeman
Livewire Markets
Rapid Fire

The biggest opportunity (and risk) of our lifetimes

Investing is mostly about getting a lot of small things right. Buy quality companies for reasonable prices, hold them for a long time, and you'll probably do pretty...
Patrick Poke
A Rich Life
Expert Insights

Surfing the wave of fintech innovation

Unless you're bartering furs to sustain yourself in some wild corner of the world, you are afloat in the massive technological disruption sweeping the financial...
APT
XRO
Livewire Exclusive
Livewire Markets
Investment Theme

As inflation threatens to impact almost everything we consume… a sleeping giant is waking up

Consumer inflation was up by 5.4% in recent US data - in line with expectations. But Scott Williams from Fiftyone Capital reckons that a deeper look reveals a sleeping...
Scott Williams
Fiftyone Capital
Expert Insights

Jonathan Van Rooyen: We price on fundamentals, not emotion

Think about some of Australia’s most prominent buildings, bridges, tunnels and railways. Now tell me how many of them have an ASX ticker. Not many, as Invest...
SYD
Livewire Exclusive
Livewire Markets
Income Series

The Metrics recipe for reliable returns

At face value, identifying winners sounds like it should be at the core of all investment strategies. What is the growth outlook, does an industry have a good...
James Marlay
Livewire Markets
Investment Theme

We’ve been warned

Whether you’ve tried to fuel up your car recently, were warned by a friend to buy your Christmas presents in August, or are currently waiting over a month for the new...
Ted Franks
Pengana Capital Group
Investment Theme

Countdown to zero? Vanishing listed infrastructure will drive a shift offshore

This financial year has been momentous for mergers and acquisitions in the ASX-listed infrastructure sector – and it's only October! Three proposed M&A transactions...
ALX
APA
+5
Tim Humphreys
Ausbil
Investment Theme
Sponsored

An ETF poised to ride a $15 trillion global opportunity

With governments around the world pledging to reduce emissions, there are bound to be major beneficiaries who will soak up investment spending on the decarbonisation...
Livewire Exclusive
Livewire Markets
Investment Theme

Ransomware is so rife it's a threat to national security

Tobias Vernon of the UK owns two small galleries that sell 20th-century ceramics and artworks. Thanks to marketing efforts, the business has almost 50,000 Instagram...
Michael Collins
Michael Collins
Magellan
Investment Theme

The "Swiss Army knife" of decarbonisation

Investors jumping onto the decarbonisation train, now have a new way to play this theme. One of the beautiful things about this particular theme is that there are so...
Livewire Exclusive
Livewire Markets
Expert Insights

The thesis behind L1's new 10-stock portfolio

When it comes to equity market investing, L1 Capital Founders Mark Landau and Raphael Lamm have many bases covered. L1's suite of strategies ranges from their flagship...
Livewire Exclusive
Livewire Markets
Investment Theme

10 trends reshaping the future of emerging markets

In 1986, Victor Kohn, then a young analyst and now Emerging Market Equity portfolio manager at Capital Group, set out on his first trip to Argentina, Brazil and Chile...
Matt Reynolds
Matt Reynolds
Capital Group
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