Home Wires

Investment Theme

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

Expert Insights

Investable assets with long duration and stable yields (and they're not even listed)

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...
Livewire Exclusive
Livewire Markets
Investment Theme

A case for India...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...
Mugunthan Siva
India Avenue
Rapid Fire

Why this uranium bull sold all his holdings, except one

The nuclear fuel precursor is currently seeing something of a "bubble", but write-off uranium at your peril says Michael Goldberg of Collins St Value Fund. And he’s...
BHP
BPT
FMG
+2
Glenn Freeman
Livewire Markets
Expert Insights

Concentration drives conviction in global mid small caps

Ellerston Capital's Bill Pridham sees plenty more upside ahead for stocks – particularly small and mid-caps, contrary to widely held concerns that surging share prices...
Livewire Exclusive
Livewire Markets
Investment Theme

Compelling case for alternative assets

In an era of heightened uncertainty, alternative assets represent a unique opportunity for retail investors to gain diversification benefits, reduced cyclicality and...
Dania Zinurova
Dania Zinurova
Investment Theme

Advance warming: Navigating the risks and opportunities of climate change

The summer of fire and floods has highlighted the compounding effect of global warming. The Northern Hemisphere experienced wildfires in the Pacific Northwest large...
Laura Bottega
Laura Bottega
Morgan Stanley IM
Income Series

The three key questions to ask yourself before retirement

It is never too late or too early to start investing for your retirement. Whether you have a retirement date in mind or you've just woken up to the shock realisation...
Mia Kwok
Mia Kwok
Livewire Markets
Investment Theme

We are at the vanguard of a new space age

Neil Armstrong landed on the moon in 1969 and delivered his pre-prepared line that became famous: “That’s one small step for man, one giant leap for mankind.” Except...
Michael Collins
Michael Collins
Magellan
Investment Theme

The alternative asset class whose time has come

Private investments are increasingly drawing the focus of some of the heaviest hitters of the investment world, including Oaktree Capital, Berkshire Hathaway and,...
REH
Sebastian Evans
NAOS
Expert Insights

The extraordinary positive power of saying no 99% of the time

We don’t know if CIO Matt McNamara actually Iikes saying ‘no’ quite as much as he has to, but the success of Horizon 3 Biotech depends on it. Of the three to five...
Livewire Exclusive
Livewire Markets
Investment Theme

Platinum: the middle child of the precious metal family

Platinum is often excluded, ignored, or outright neglected. When investors think of precious metals their minds immediately run to gold and silver. Meaning that...
kanish chugh
kanish chugh
Global X ETFs
Expert Insights

The biggest company you've never heard of

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...
Livewire Exclusive
Livewire Markets
Investment Theme

Smart beta: the adviser’s choice

We’ve talked extensively about the rise of smart beta and the disruption of active management. We think that smart beta products are a disruptive innovation with the...
Arian Neiron
VanEck
Expert Insights

That's not a megatrend. THESE are megatrends. (And this is how to play them)

The word megatrend gets thrown around a lot, but to properly qualify it has to satisfy set criteria, says Kanish Chugh, Head of Distribution at ETF Securities. A...
Livewire Exclusive
Livewire Markets
Expert Insights

How to find a Biotech winner

When is the perfect time to invest in a company, and how do you decide? Jumping in with an early-stage company that is burning with potential can bring enormous...
Livewire Exclusive
Livewire Markets
Investment Theme

The towering opportunity when 5G really arrives

Telstra’s (ASX: TLS) $2.8 billion sale of a major stake in its InfraCo Towers business was welcomed by shareholders in recent weeks. The deal will unlock a large...
5GN
TLS
+1
Glenn Freeman
Livewire Markets
Expert Insights

A booming sector with undervalued opportunities

Biotech is a booming sector currently worth US$755 billion and forecast to be triple that by 2028. This is all very well but what exactly is Biotech? It's about genes,...
Livewire Exclusive
Livewire Markets
Investment Theme

The fundamentals keeping chips hot

Semiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones and computers – to function. They are so ubiquitous that...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Active management...alive and well

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...
Mugunthan Siva
India Avenue
Investment Theme

The video game market is larger than you think, and FAANNG is the best way to play it

With the announcement that Netflix is moving into video games, the crucial role of the US technology giants known as the FAANNGs – Facebook, Apple, Amazon, Netflix,...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

The compounding power of going back to basics

In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. Growing $10,000 at an...
Bruno Paulson
Morgan Stanley IM
Investment Theme

Does the tech sector have more room to run?

Throughout last year’s recession and the ensuing recovery, many equity investors felt compelled to chase near-term, macro trends or investment factors that sometimes...
Denny Fish
Janus Henderson
Investment Theme

Finding Value in ESG

Using carbon pricing as a research input is an illustration of our integrated approach to evaluating ESG considerations in our normal investment due diligence process....
John Goetz
Pzena Investment Management
Investment Theme

Be long what China is short. Be short what China is long

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...
CSL
+9
Angus Kennedy
Livewire Markets
Investment Theme

Is Amazon really a sustainable investment?

The WHEB investment strategy has evolved considerably over the past 15 years. But the core has always been quite simple. We invest in companies that provide solutions...
Ted Franks
Pengana Capital Group
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