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

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
Nicholas Plessas
Livewire
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
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
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