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Investment Theme

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

Investment Theme

Berkshire Hathaway 2022 AGM - 7 topics you may not have already read about

“Occasionally Berkshire gets a chance to do something. It’s not because we’re smarter. … we’re sane. That’s the main requirement in this business” - Warren Buffett ...
Sebastian Evans
NAOS
Investment Theme

What Carl Icahn added to his long portfolio in 2022

In the latest of our 13F series, we are taking a look at the big moves made by billionaire activist investor Carl Icahn. Icahn is famous for an approach now...
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Hans Lee
Livewire Markets
Investment Theme

Chart of the Week - Green Boom & Bust

Renewables vs Fossils: The relative performance of clean energy vs fossil fuel stocks has featured some wild boom/bust cycles over the past two decades. The current...
Callum Thomas
Topdown Charts
Investment Theme

Peter Cooper: The "excitement" of downturns, and the stocks behind his recent performance

The highly regarded (but under-reported) founder of Cooper Investors recently broke cover during an interview that traversed a wide range of topics. His flagship CI...
Glenn Freeman
Livewire Markets
Investment Theme

How Warren Buffett's latest stock picks are setting him up for 2022

Don't deny it. Everyone loves a pry into the trades of the rich and famous. Just see how many people enjoy the AFR's Rich List (or indeed, The Australian's...
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Hans Lee
Livewire Markets
Collections

Will the global supply chain crisis be transitory?

From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...
Hans Lee
Livewire Markets
Investment Theme

Bitcoin shines through crypto markets' negative performance

Crypto markets experienced a meltdown two weeks ago, losing over US$200 billion in one day and much more over the week. But amid the turmoil, once again bitcoin did...
Justin Arzadon
Betashares
Investment Theme

Carbon capture and storage 101

Carbon Capture and Storage (‘CCS’) is the most debated topic in climate discussions right now. On the one hand, some view the technology as unproven and expensive....
Blake Henricks
Firetrail Investments
Investment Theme

4 takes on what's driving global supply-chain challenges

Whether you’ve been hoping to buy a new car, source fittings to complete a building project, or purchase a new iPhone, you’ve probably experienced frustrating delays...
Glenn Freeman
Livewire Markets
Investment Theme

A renaissance for agriculture

After a lost decade post-financial crisis, the agricultural sector is having a renaissance. The prices of soft commodities like corn and wheat increased by more than...
IPL
NUF
Ramoun Lazar
Firetrail Investments
Decarbonisation

From the wilderness to the UN – How one Australian influenced the world of investing

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...
James Marlay
Livewire Markets
Investment Theme

Jeremy Grantham: We are at the end of a golden era

It was January 2021 when Jeremy Grantham of GMO published a piece on this very website saying that the last dance is near. In it, he noted that the bubble was...
Hans Lee
Livewire Markets
Investment Theme

Upcoming Australian federal election & its impact on infrastructure

The Australian federal election will be held on Saturday 21 May 2022 to elect the members of the 47th Parliament of Australia. The incumbent Liberal-National...
Sarah Shaw
4D Infrastructure
Decarbonisation

Finding a carbon solution: 7 stocks fronting the net-zero surge

The world has enjoyed more than a century of “progress” which has seen developed market industrialisation, huge population growth, globalisation, and the emergence...
Sarah Shaw
4D Infrastructure
Investment Theme

Crypto equities vs cryptocurrencies: Is there room for both?

Bitcoin and Ethereum cryptocurrency ETFs are set to hit the Australian market today. With the markets as volatile as they are, and with more choice soon available...
Justin Arzadon
Betashares
Decarbonisation

The great transition is 40% done. The other 60% is an investment lying in wait

For many, green energy still sits on the margins of our national energy sector.  And therefore on the margins of mainstream investment.  And they'd be wrong.  Coal...
David Thornton
Livewire Markets
Investment Theme

Top 5 US stocks for rising rates

With interest rate hikes causing global share prices to tumble, investors have been left holding the bag. One potential solution is low volatility companies, those...
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kanish chugh
kanish chugh
Global X ETFs
Investment Theme

A $5 billion to $200 billion story in just two years

Software is confusing. In fact, very few people have actually “seen” the code that drives much of the modern world. This code above is not yet famous but one day...
Daniel Pickering
ListedReserve
Investment Theme

The “other” non-equity asset class: 10 tips for successful Alternatives investing

In my recent paper, “Will Bonds Protect You In the Future?”, I challenged the utility of Bonds as a diversification tool. This challenge also reflects a concern I...
John Morgan
CTE Investments
Investment Theme

5 themes for rising interest rates and inflation

Global inflationary pressures and interest rates have lifted notably so far this year thanks to strong demand and supply bottlenecks. Inflation appears likely to...
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David Bassanese
Betashares
Investment Theme

Childcare 2.0: The tactical lessons of investing in early education

In the third video in our series with Anthony Murphy, the Lucerne Investment Partners portfolio manager identifies two operators in the childcare sector, one in...
Matt Buchanan
Matt Buchanan
Decarbonisation

Global capital investment in energy needs to more than double by 2030

During the last decade, world energy investment declined by 35%, with green spending struggling to pick up quickly enough to offset the decline in fossil fuel...
John Tobin
John Tobin
Epoch Investment Partners (GSFM)
Investment Theme

A scalable, global business for the 50 million who regret their tattoos

Speaking for the un-inked among us, it is fair to say we always suspected a high proportion of people who get tattoos regret them once the mood, infatuation and/or...
Matt Buchanan
Matt Buchanan
Investment Theme

Ray Dalio: Which investment themes are hot (and not) as the bubble pops?

Are equity markets in a bubble? If so, when will it pop? And which parts of the markets, both sectors and regions, will wear the resulting splatter? Ray Dalio runs the...
Glenn Freeman
Livewire Markets
Investment Theme

Finding value in ESG

Carbon Footprint Reporting: Challenges and Alternatives Consistent and comparable reporting of a company’s carbon footprint is important if regulators are to set...
John Goetz
Pzena Investment Management
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