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Investment Theme

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

Investment Theme

How to invest in the changing energy paradigm

With the regular news cycle and upheaval of last year it is easy to overlook huge changes taking place in how the world generates and consumes energy. Though recent...
Alex Debney
Alex Debney
Conscious Investment Management
Investment Theme

It's time to look at Alternatives

As we approach the halfway mark of 2021 it’s fair to say there’s a lot going on. The first 100 days of the Biden presidency have elapsed, the COVID-19 vaccine is...
Daniel Tamone
Daniel Tamone
The SILC Group
Investment Theme

Bitcoin LIC is a "golden goose" at war

As Geoff Wilson prepares to go to 'war' with his latest LIC (his "preferred investment vehicle" according to the WAR prospectus issued on Friday), the world's biggest...
Chris Meyer
Pinnacle Investment Management Limited
Investment Theme

Venture capital set for further growth

This month we focus on venture capital and growth equity investments. We highlight the trend toward increased allocation to these type of alternative assets, the...
Scott Haslem
LGT Crestone
Investment Theme

Biden’s infrastructure plan, what it means for investing in America

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...
Tim Snelgrove
Tim Snelgrove
Coaster Capital
Investment Theme

This is what you need to know now about 5G

After years of cable broadband, is 5G set to change everything in the communications market? How are the opportunities in 5G benefitting infrastructure, and...
Tim Humphreys
Ausbil
Investment Theme

Staying private for longer: The benefits of early-stage investing

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering...
Sam Armstrong
Barwon Investment Partners
Investment Theme

Energy investments in a zero-carbon world

The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...
John Goetz
Pzena Investment Management
Investment Theme

How should we think about cryptocurrencies?

Cryptocurrencies are once again capturing investors’ attention. Bitcoin, the sector leader, is attracting significant institutional capital and increasingly being...
Scott Haslem
LGT Crestone
Investment Theme

The new drivers of structural growth

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...
Peter Meany
First Sentier Investors
Investment Theme

Are we on the cusp of a golden age?

In this concluding piece, we introduce some more concrete investment options in the global listed equity space that we think may benefit from increased investment in...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Investment Theme

Why India gets top gong among emerging markets

India may be best known to Australians for its food and cricketers. But the world’s largest country is quickly earning a reputation as a leading investment...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme
Sponsored

A winning investment for clean energy

Australia is lagging behind other developed nations in the transition to clean energy. As ageing coal fired power plants become uneconomic and begin to shut down, the...
Livewire Exclusive
Livewire Markets
Investment Theme

Origin CEO quizzed on company splits and power pricing

Origin’s Frank Calabria answered some pointed questions during a recent sit-down with Allan Gray Australia Equity Fund's Dr. Suhas Nayak, including questions about a...
AGL
ORG
Glenn Freeman
Livewire Markets
Investment Theme

A handful of property plays set to succeed (or struggle)

If cash is king, then rent is an ambitious prince for listed property investors. It’s all (mostly) about rental income for those sifting real estate investment trusts...
CHC
GMG
+2
Glenn Freeman
Livewire Markets
Investment Theme

The broad spectrum of healthcare tech helping us out of this pandemic

On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun in the race to find a treatment...
Ted Franks
Pengana Capital Group
Investment Theme

Why this COVID-hit sector is still attractively priced

I don’t know about you, but my COVID prediction record was woeful. Home furnishings boom? Nope. Motorbike retailer has best year ever? Nope. Funeral homes have their...
+3
Steve Johnson
Forager
Investment Theme

Why big brands thrive in a digital age

A mass-market brand aims to sell to all the buyers of the category. In fact, the typical buyer of a brand is a light buyer. Take a certain globally known soft drinks...
Bruno Paulson
Morgan Stanley IM
Investment Theme

A 3-step process towards zero emissions

How misinformation around the causes of the recent disastrous blackouts in Texas spread so quickly was a key theme of our recent story, which also discussed how a...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Investment Theme

Tesla, VW & the race for EV domination

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...
Alison Savas
Antipodes
Investment Theme

India's shift to organised business

India is a country where a significant movement is occurring from unorganised to organised business. This effectively means a shift from fragmented industries with low...
Mugunthan Siva
India Avenue
Investment Theme

Blackouts, misinformation, and a climate of opportunity

Some may have noticed similarities in the media reaction to Texas’s recent weather-induced blackouts that caused widespread damage to the storms that impacted South...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Investment Theme

The next unicorns are hiding where you least expect

In business, a unicorn is a privately held startup company valued at over $1 billion. The term was coined in 2013 to represent the statistical rarity of such...
Glenn Freeman
Livewire Markets
Investment Theme

From the realm of risk to the realm of opportunity

Have ESG-related structural factors created an insurmountable obstacle to investing within some sectors? That’s the key question raised by a recent, finely detailed,...
Andrew Papageorgiou
Realm Investment House
Rapid Fire

The sound of a trillion dollars knocking

The announcement that Victoria’s Yallourn power station, a coal-fired plant that currently provides up to 20% of the state’s energy needs, will be closing in 2028,...
Livewire Exclusive
Livewire Markets
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