Home Wires

Investment Theme

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

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
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 Asset Management
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
851-875 of 1255