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Investment Theme

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

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...
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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
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...
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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...
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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...
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Livewire Markets
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