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Investment Theme

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

Rapid Fire

Green investment boost after regulator's shot in the arm

If exploding coal-fired power stations around the world and looming energy shortfalls as “old world” facilities are retired weren’t enough, recent comments from the...
Glenn Freeman
Livewire Markets
Investment Theme

A gold medallist's winning path to investing

Just a few days after Australian sailors Matthew Belcher and Will Ryan scooped Australia’s 15th gold medal of the Tokyo Olympics, it's a fitting time to reflect on...
Glenn Freeman
Livewire Markets
Investment Theme

The 5-point earnings results checklist

ASX listed companies report their earnings to the market at least twice a year, typically in August (full year results) and February (half year results). 2020 was a...
Robert Miller
NAOS
Investment Theme

A little more conversation and a lot more action

There’s a lot of talk about the importance of environmental, social and governance issues in investment decisions, but is there sufficient action? And if there is,...
Pierre Lenders
Pierre Lenders
Capital Fund Management
Investment Theme

How to catch the inflation upside with infrastructure

The world is currently experiencing a period of very strong global economic growth, with productive economies reopening and vaccine rollout. This has been a product of...
SYD
Sarah Shaw
4D Infrastructure
Investment Theme

Cows, methane and the climate threat

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Cows for the meat and dairy industries are...
Velislava Dimitrova
Fidelity International
Investment Theme

Income beyond fixed income

The struggle to find income is not new, but is currently complicated by expectations of rising government bond yields and heightened inflation, creating risks for...
Kerry Craig
J.P. Morgan Asset Management
Investment Theme

Crouching tiger, hidden dragon?

Volatility is nothing new for Asian markets, however the last few months have seen the substantial gains of the previous twelve months unwind, with uncertainty...
Blair Modica
Blair Modica
Betashares
Investment Theme

Why the move to clean energy won’t be enough

2020 was planet Earth’s hottest on record - a fact that many would be forgiven for missing in what can only be described as a tumultuous year. Outside of the COVID...
Alistair Mills
Alistair Mills
Betashares
Investment Theme

Where to invest in the battery metals boom

With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better...
Roger Montgomery
Montgomery Investment Management
Investment Theme

How far are we in this value rotation?

Global multi‑asset portfolios at T. Rowe Price start from a diversified position between the value and growth investment styles. We deviate from the neutral position...
T. Rowe Price
T. Rowe Price
Investment Theme

The 'skin in the game' portfolio

Founders have changed the world and will continue as long as capitalism exists. Our system motivates bright individuals to pursue dreams and build companies that...
Lawrence Lam
Lumenary Investment Management
Investment Theme

One risk that banks can’t afford to ignore

Australian banks remain a staple of local investors, particularly those with a focus on income, and there are many good reasons for this. For one thing, there’s our...
APT
+3
Glenn Freeman
Livewire Markets
Investment Theme

Prepare for the EV revolution

For Formula E motorsport, the 2020-21 racing season was transformational. Seven years after electric single-seaters first raced, Formula E gained the elevated...
Michael Collins
Michael Collins
Magellan
Investment Theme

The explosive urgency (and opportunity) of Australia’s power shift

Large-scale power cuts caused by ageing coalfired utilities are just one of several reasons why Octopus Investments Australia is prepping its new $100 million fund to...
SUN
Glenn Freeman
Livewire Markets
Investment Theme

Thinking strategically about value allocation to emerging markets

A hallmark of emerging markets is growth. Some, therefore, suggest that these markets are not a natural habitat for valuation based investing. In fact, our own...
John Goetz
Pzena Investment Management
Investment Theme
Sponsored

ESG: Fad or Future?

The last year has seen monumental changes in how investors tackle sustainable investing - with what was once a nice to have, becoming a must-have for many. And many...
Fidelity International
Fidelity International
Investment Theme

The true scope of climate challenges

Key takeaways: The companies within the Morgan Stanley International Equity team’s portfolios are encouraging consumers to live more sustainably, with ...
Laura Bottega
Laura Bottega
Morgan Stanley IM
Investment Theme

ESG: Fad or future?

From time to time, investors become irrationally enthusiastic. The important thing to note about these manic moments is that the investment theme underpinning them...
Tom Stevenson
Fidelity International
Investment Theme

Cloud computing – the next tech revolution?

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...
Blair Modica
Blair Modica
Betashares
Investment Theme

All infrastructure spending is good infrastructure spending

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...
TCL
Sarah Shaw
4D Infrastructure
Investment Theme

Do you have enough QUALITY in your portfolio?

Factor investing aims to target quantifiable metrics that can explain differences in security returns. At a high level, these factors are broadly influenced by general...
Nathan Lim
Lonsec Holdings
Investment Theme

Four essential takeouts from Livewire's Top-Rated Funds Series

COVID-19 is the destructive force that’s shaken the tectonic plates of financial markets and sparked a rethink of how portfolios and risks need to be managed in the...
Livewire Exclusive
Livewire Markets
Investment Theme

Europe earnings mean business, and ready to kick-off

With Euro 2020 football tournament finally underway, Europe is turning heads once more. According to Goldman Sachs’ statisticians, Belgium is most likely to win the...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Is ESG investing just plain investing?

A few weeks ago, I hosted some teenagers from an East London school on a (virtual) visit to learn about the investment business. In search of common ground, we focused...
Tom Stevenson
Fidelity International
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