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Investment Theme

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

Investment Theme

Australia’s energy transition – explosive findings?

If you don’t spend your weekends keeping up with tweets from Australia’s energy market boffins - and you’d be forgiven - you could’ve easily missed some significant...
Tim Johnson
Octopus Investments
Investment Theme

How Ben Griffiths consistently beats the benchmark

Ben Griffiths of Eley Griffiths Group views the stock market as a battle; only the weapons are reading, forming relationships, and learning to manage money. And...
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Livewire Exclusive
Livewire Markets
Investment Theme

Revitalising the WAM Alternative Assets portfolio

It’s no secret that more investors are seeking alternatives as historically low interest rates and emergency levels of stimulus spending are making stocks and bonds...
Wilson Asset Management
Wilson Asset Management
Investment Theme

7 trends these fundies believe will shape the next decade

While the battle against COVID-19 isn’t yet won, the emergence of vaccines has provided a faint light of hope at the end of the tunnel. And with the world’s biggest...
Livewire Exclusive
Livewire Markets
Investment Theme

Earnings opportunity: US v Europe

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...
Chad Padowitz
Talaria Asset Management
Expert Insights

Hopping on the trend that will change the world

You heard it here first - green is the new black. Every investor, young, old, male or female is beginning to understand that the next big investing theme is...
BHP
FMG
Livewire Exclusive
Livewire Markets
Investment Theme

How China is leading the e-money race

Around 600 BC, the Chinese were among the first to invent money when they used coins worth the metal within to overcome the hassle of bartering. The invention of paper...
Michael Collins
Michael Collins
Magellan
Investment Theme

Are you (still) a crypto-bull?

One of the oft-quoted failed predictions from the start of the technological age is attributed to Ken Olsen in 1977: "there is no reason anyone would want a computer...
Mia Kwok
Mia Kwok
Livewire Markets
Investment Theme

Researcher-approved funds to explore over the next 5 years

Portfolio trends are shifting. No longer can investors and advisers think about asset allocation as a simplistic framework of equities and bonds that span purely...
Livewire Exclusive
Livewire Markets
Investment Theme

Bright spots create optimistic outlook

The content of recent media and academic reports so often represents climate as an insurmountable challenge where vested political, financial, and social interests...
Chris Rasmussen
Octopus Investments
Investment Theme

The next generation of lithium batteries

Lithium-ion (Li-ion) batteries have become a staple of modern technology over the last 20 years. But like all technologies, it will eventually be replaced by something...
PPK
Patrick Poke
A Rich Life
Investment Theme

The utility of ESG scores in the investment process

We examine the relationship between ESG scores and investment performance and observe that there is a significantly stronger relationship between investment...
John Goetz
Pzena Investment Management
Investment Theme

Sticker shock! How to position portfolios for a potential inflation breakout

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...
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David Bassanese
Betashares
Investment Theme

6 long-term investment ideas from Australia's top-rated fund managers

Welcome to Livewire’s Top-Rated Funds Series, where we put the spotlight on some of Australia’s best-rated funds. We’re kicking off this show by featuring six managers...
DDR
MQG
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Livewire Exclusive
Livewire Markets
Investment Theme

3 asset classes offering value in a frothy market

To quote the legendary Jeremy Grantham’s thoughts on markets from The Rules of Investing podcast: “This is a bubble, this is serious”. Livewire readers share that...
Livewire Exclusive
Livewire Markets
Investment Theme

There’s no going back for the ESG investing landscape

In recent years, the general sentiment across much of the investment sector has been one that pushes industries towards a greater embrace of environmental, social and...
FMG
Jon Deane
Jon Deane
Trovio
Investment Theme

How to play the shift to net-zero emissions

The shift to renewables. We all know it’s coming. To meet net-zero emission targets by 2050, experts predict that we need to hit peak emissions by 2030. In just nine...
Nicholas Plessas
Livewire Markets
Investment Theme

Why India could be third-placed by 2030

India is the world’s sixth-largest economy by GDP (US$3trillion) and is likely to shift closer to being the third-largest by the end of this decade (US$5-7trillion),...
Mugunthan Siva
India Avenue
Investment Theme

How to talk to clients about Bitcoin

Fear of missing out is a powerful force in investing. And it’s difficult to ignore an asset that has gained more than 500,000% in just a few years, eliciting...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Disruption, innovation and climate change

The fight against climate change is characterised by two steps forward and one step back—yet the direction is inevitable, and as the world shifts from a...
LGT Crestone
LGT Crestone
Investment Theme

What Elon's bitcoin bombshell means for investors

Elon Musk has replaced Donald Trump as the world’s most influential tweeter. Whatever you think of the controversial Tesla boss, you can’t ignore him any more than you...
Tom Stevenson
Fidelity International
Investment Theme

Why it's not (yet) time to buy crypto

As we were coming into 2021, I hadn’t planned on making Bitcoin, and the world of cryptocurrencies it inhabits, the subject of one of my commentaries. However, it’s...
Jonathan Armitage
MLC Asset Management
Investment Theme

The prophets of doom are getting louder and the “winners curse” is getting closer

Over the past four weeks, the price to earnings ratio (PE) for the 100 largest Nasdaq listed companies (NDX) has dropped by 4 PE points. For perspective, during the...
David Poppenbeek
K2 Asset Management
Investment Theme

Early days in the Value recovery

Pro-value cycles have historically been long and durable. The evidence suggests we are in the early stages of what may be a powerful period of value outperformance....
John Goetz
Pzena Investment Management
Investment Theme

What an M&A boom would mean for investors

Global mergers and acquisition activity topped US$1.3 trillion in the first quarter of 2021, setting a new record for the strongest opening period ever and suggesting...
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Glenn Freeman
Livewire Markets
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