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Investment Theme

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

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
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
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