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Investment Theme

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

Investment Theme

ESG ratings – a quick fix or a bodged job?

The dramatic growth in ESG and sustainable investing over the past few years is now well documented. What was once a sleepy backwater of the financial industry is now...
Ted Franks
Pengana Capital Group
Decarbonisation

A front row seat to the carbon transition

The world economy emits around 50 billion tonnes of CO2-equivalent greenhouse gases (GHGs) every year, of which 36 billion tonnes is derived from the burning of...
Liam Farlow
Liam Farlow
Platinum Asset Management
Decarbonisation

The investment theme that saw GMO's climate fund crush its benchmark

Clean energy and other ESG themes are just fads that cost too much and rarely deliver reasonable turns, partly because they’re expensive. Sound familiar? Maybe so,...
Glenn Freeman
Livewire Markets
The Rules of Investing

Like the traditional resources sector? Here's why you're gonna love renewables

Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been...
The Rules of Investing
Livewire Markets
Decarbonisation

A megatrend you can't ignore: Livewire readers have their say

ESG is undoubtedly one of the themes of the decade. Investment managers are constantly seeking out new ways to make money and a positive difference to the...
CXO
FMG
Hans Lee
Livewire Markets
Investment Theme

The energy market is set to fire up

In the second episode of the Firetrail Investments Analyst Series 2022,  Eliza Clarke & Blake Henricks take a deeper dive into the market dynamics at play for energy...
Glenn Freeman
Livewire Markets
Investment Theme

The big themes and stocks L1 and Ellerston are backing

Australia’s top-performing long-short equities manager, had some choice words for global "unprofitable" tech stocks - "that part of the market is a...
QAN
STO
+1
Glenn Freeman
Livewire Markets
Decarbonisation

One thing that unites “capital destructive” businesses, and how to avoid it

Only around half of the 200 companies in the ASX Small Ords have revealed how they plan to reach “Net Zero” emissions by 2050. But this number will likely tick up...
Glenn Freeman
Livewire Markets
Investment Theme

Prices fall but conviction grows

Everywhere you turn, there is something happening that is causing the advancement and adoption of digital assets and making this space more exciting, even though the...
Justin Arzadon
Betashares
Decarbonisation

Tailwinds until 2050: How net-zero is fueling infrastructure investments

Working towards a net-zero emissions goal has become one of global finance's most important aspirations. The latest science suggests that to meet the Paris...
Shane Hurst
ClearBridge Investments
Investment Theme

Tech’s mega themes show no signs of slowing

From Janus Henderson Investors, this is Research in Action. A podcast series that gives investors a behind-the-scenes look at the research and analysis used to shape...
Matt Peron
Matt Peron
Investment Theme

Stocks versus Gold: What’s better in a crisis?

Yep, you're not alone in thinking the first quarter of 2022 was an absolute minefield. In times like these, it may be helpful to refresh your knowledge of the "safe...
Glenn Freeman
Livewire Markets
Investment Theme

Food - An essential human need. Is it a necessity in your portfolio?

Food. It is one of the fundamental human needs, yet in developed economies we often disregard the complexities when it comes to food security. But in today’s age,...
George Wong
George Wong
Kauri Asset Management
Investment Theme

The REIT stuff: Creating alpha with small and midcaps

Inflation, inflation, inflation. We knew it was coming, of course, but now that it's here it's like it's never going away - and it is, along with rising rates,...
Matt Buchanan
Matt Buchanan
Investment Theme

The collapse of fiat money

When you hear that the US dollar has existed for more than 100 years and isn’t going anywhere; that’s provably false. A dollar in 1910 could be exchanged for gold by a...
Daniel Pickering
ListedReserve
Investment Theme

A towering global real estate opportunity

The pandemic has thrown a bowling ball through all of our working lives and put into question things we used to take for granted. The necessity of working in an office...
Matt Buchanan
Matt Buchanan
Investment Theme

The looming French presidential election & what it means for global infrastructure

The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April. In a likely...
Sarah Shaw
4D Infrastructure
Investment Theme

The most attractive global REITs right now

The old adage in real estate – location, location, location – doesn’t quite ring true when it comes to listed real estate, says David Kruth, portfolio manager with APN...
Matt Buchanan
Matt Buchanan
Investment Theme

How Platinum is positioned for “when the music stops”

In his latest investor update, Platinum Asset Management’s Andrew Clifford was quick to acknowledge his firm’s flagship Platinum International Fund had marginally...
Glenn Freeman
Livewire Markets
Investment Theme

Central banks are going green to questionable avail while stirring risks

Finland’s forests are the subject of a continent-wide debate on how to halve EU carbon emissions by 2030. The clash is over whether the forests should remain...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

How to solve "the biggest problem humanity has ever faced"

Extreme weather events in North America last summer alone incurred a damage bill of almost $500 billion for insurers and reinsurers. “And these events will continue to...
Glenn Freeman
Livewire Markets
Investment Theme

Opportunities in equity market volatility

In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...
Sarah Shaw
4D Infrastructure
Investment Theme

3 fintech unicorns on geopolitics, the COVID curve and growth prospects

Many listed companies that excelled on the back of pandemic lockdowns are also among the “biggest losers” of the growth stock selloff we’ve seen in 2022 so far –...
Glenn Freeman
Livewire Markets
Investment Theme

Compelling opportunity set in alternative assets

Listen to the WAM Alternative Assets (ASX: WMA) FY2022 Interim Results Webinar to hear from Director Geoff Wilson AO and Portfolio Manager Dania Zinurova as they...
Wilson Asset Management
Wilson Asset Management
Investment Theme

Youth in crisis among the causes backed by Future Generation LIC

Mental health crises, particularly among young people, has become something of a pandemic of its own during the years of COVID disruptions we’ve all endured. This is...
Future Generation
Future Generation
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