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Investment Theme

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

Investment Theme

The coming M&A wave: 5 key questions answered

2021 is proving already to be an active year on the corporate front, with global M&A activity hitting US$484.5 billion for January and February, up 33% compared to...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Seeking returns - has everything changed?

At Crestone’s most recent investment forum, we asked panellists to debate the risks to an otherwise improving economic outlook and address how markets may respond to a...
LGT Crestone
LGT Crestone
Expert Insights

Getting ahead of the trend in emerging markets

Emerging markets had a stellar year in 2020, but was this a COVID-19 recovery boost or are long term fundamentals at play? We spoke to Matt Reynolds, investment...
Livewire Exclusive
Livewire Markets
Investment Theme

The reflation trade – fate or fad?

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...
Mark Arnold
Mark Arnold
Hyperion
Investment Theme

Aussie Fund’s prime takeover targets

Consolidation and the effect of COVID-19 have made many industries ripe for takeovers. While some took place during 2020, there are more to come in 2021. While logic...
AMA
IRE
+8
Steve Johnson
Forager
Expert Insights

Beyond China: What’s driving commodity super cycle 2.0

Dwarfing the previous commodity supercycle, the decarbonisation thematic is driving long-term demand not only for iron ore but also copper, lithium, manganese, cobalt...
Livewire Exclusive
Livewire Markets
Investment Theme

Why rising yields are bad for tech shares but good for financial shares

In recent months, the US 10-year treasury yield has moved sharply higher from 0.5% to 1.5%. Whilst broader share indices have been stable, a great rotation is taking...
CPU
IPL
+7
Harry Dudley
Hamma Capital
Investment Theme

What to expect as global activity recovers

Visibility to recovery helped value shares outperform by a wide margin. Better growth prospects for the next two years at a fraction of the price could be the impetus...
John Goetz
Pzena Investment Management
Investment Theme

Finding value in technology

Technology investments have seen extraordinary growth over the past decade fuelled by trends such as virtual connectivity and e-commerce. With many technology company...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

What is a SPAC and why they are getting so much attention on Wall Street

Special-purpose acquisition companies, otherwise known as SPACs, are the current hype and frenzy on Wall Street. Amidst a global pandemic, SPACs had a phenomenal year...
Robert Miller
NAOS
Investment Theme

The social media debate: who’s policing the platforms?

Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible...
Fidelity International
Fidelity International
Investment Theme

Why this fuel source could knock battery power off its perch

The hype around hydrogen is heating up. Hydrogen has been used as an alternative energy source since 1807. But higher costs, transportation and storage difficulties...
Matthew Fist
Firetrail Investments
Investment Theme

How to identify a winning megatrend

Investing in the major socio-economic, environmental and technological themes of our times is becoming more accessible than ever, but how do investors sift through the...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Future-charged: the case for battery technology

Climate change and how best to combat it is a major global concern. In 2021, we are finally seeing governments take action globally, with many announcing sizable...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Buying into the Bitcoin bonanza

Three weeks ago, you would likely never have heard of Dogecoin. The cryptocurrency launched in 2013 as a joke and remained relatively untouched by the market since....
Bella Kidman
Bella Kidman
Livewire Markets
Investment Theme
Sponsored

Three crucial themes for 2021

2020 was a watershed year for ESG. COVID-19 sparked increased scrutiny on social and governance issues with investors paying close attention to whether companies...
Fidelity International
Fidelity International
Investment Theme

The best way to invest in Bitcoin?

Bitcoin has divided the investment nation as much as Trump has divided a nation. So many people are talking about, writing about, and now investing in Bitcoin. Even...
Chris Meyer
Pinnacle Investment Management Limited
Investment Theme

7 top themes in ETFs after another record year

Exchange-traded funds defied dire expectations in 2020, despite the lightning March sell-off that saw global indices plummet. But the rebound was almost as sudden, and...
+2
Glenn Freeman
Livewire Markets
Investment Theme

For income, option selling conditions rarely better

For investors seeking income, now may be the time to consider systematic option-selling strategies such as a BuyWrite. Current market conditions in the US have rarely...
Alastair MacLeod
Elston Asset Management
Investment Theme

Thinking long term? Try these Big Ideas

Like the proverbial frog allowing itself to boil as its slowly heated up, it’s easy to miss the pace of innovation when you’re watching it in real time. In 2007 or...
NXT
TLS
Patrick Poke
A Rich Life
Investment Theme

3 reasons silver should be in your portfolio

Demand for silver skyrocketed this week, off the back of the latest campaign from Reddit’s r/wallstreetbets group. Investors may wonder what’s beyond the frenzy and...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Investment Themes 2021 revisited - Part 1.

Over the next six months, we will provide monthly updates on our 'Investment Themes 2021' which was released late last year. We have broken this series down into six...
Hue Frame
Frame Funds Management
Investment Theme

3 solutions to the challenges of housing affordability

If there is one positive to take away from the past year, it is the importance of what we do together. 2020 revealed that the adverse impacts of a pandemic fall...
Matthew Tominc
Conscious Investment Management
Investment Theme

The New World of Risk - GameStop and Cryptos

The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily shorted shares like GameStop is worthy of commentary. The angle is one of...
Kerr Neilson
Platinum Asset Management
Investment Theme

The ETF playbook for 2021

The Australian ETF market is finally hitting its stride. Investors flocked to ETFs in 2020, pushing assets under management to $94.44bn, nearly triple its value three...
kanish chugh
kanish chugh
Global X ETFs
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