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Investment Theme

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

Investment Theme

Two top risks for 2021 and ETFs that may benefit

Eurasia Group (a world leader in political risk analysis), published their Top Risks of 2021 report on 4 January.In their view, 2021 will overwhelmingly be about...
Alistair Mills
Alistair Mills
Betashares
Investment Theme

A defensive stock with growth options

Gold, and more broadly gold equities, have disappointed over the last six months, despite record Central Bank monetary easing, aka money printing, alongside growing...
Ramoun Lazar
Firetrail Investments
Expert Insights

4 reasons ETF investors should be smiling in 2021

Australian exchange-traded fund investors should be optimistic as 2020 tapers off and a new year approaches after the listed vehicles passed their biggest trial by...
Livewire Exclusive
Livewire Markets
Investment Theme

How to play the great EV boom

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...
IGO
Victor Gomes
Eiger Capital
Investment Theme

Currency hedging - what to consider

When investors choose to invest internationally, they need to consider the implications of movements in the Australian dollar relative to the associated foreign...
Russel Chesler
VanEck
Expert Insights

Multiple markets, more opportunity

Companies with truly global reach have a few key advantages in being able to tap international opportunities and minimise risk exposure, says BlackRock relationship...
Livewire Exclusive
Livewire Markets
Investment Theme

Gas LDC networks, is the future renewable?

In a series on energy transition and the world’s investible infrastructure assets, we answer questions on energy transition, carbon and climate change, opportunities...
Tim Humphreys
Ausbil
Investment Theme

Making sense of the cryptocurrency boom

In the last 3 months the price of Bitcoin, the 'gold standard' in cryptocurrencies, has more than tripled from circa US$10,500 to over US$37,000 per coin. Crypto...
Emanuel Datt
Datt Capital
Investment Theme

The best healthcare investment opportunities for 2021

To understand how professional investors think about healthcare in the current environment, I recently asked three experts where they see the most opportunity in 2021,...
CSL
Glenn Freeman
Livewire Markets
Investment Theme

The evolution of global investing

20 years ago, many Superannuation, Pension and Endowment Funds in Australia were running asset allocations of close to 40% to Australian Equities, exhibiting a case...
Mugunthan Siva
India Avenue
Investment Theme

Your prescription for finding the best healthcare stocks

In a year in which medical matters dominated discussions at almost every level, healthcare has been a key investment theme. And as a sector it has performed relatively...
ACR
COH
CSL
+8
Glenn Freeman
Livewire Markets
Investment Theme

Was 2020 the year of the investor?

In an otherwise challenging year, 2020 may be the year of the retail investor and ETFs. In only three years, the Australian ETF market has nearly tripled its funds...
+1
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Unlocking the cybersecurity boom

In the final weeks of December, the US Government announced it had been the victim of the worst-ever cyber attack in the nation's history. Forensic research revealed...
DTL
Nicholas Plessas
Livewire Markets
Investment Theme

Three ways to win with decarbonisation

There’s no denying the world is ‘going greener’. A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during...
Alison Savas
Antipodes
Expert Insights

Healthcare and two more themes investors like right now

CSL is a darling of the Australian equity market and a poster child for investing in the healthcare sector. At one point in 2020, CSL became the most valuable company...
Livewire Exclusive
Livewire Markets
Investment Theme

Why we think healthcare will continue to run

Healthcare stocks experienced both highs and lows in 2020, with the sector declining in March as the COVID-19 pandemic took hold, then rallying as the...
Andy Acker
Janus Henderson
Investment Theme

Where to hunt for value when the big beasts have fallen

A household-name Korean company delivering 150 million doses of COVID vaccine and a Russian bank rank among the most appealing opportunities for 2021, says RWC...
Glenn Freeman
Livewire Markets
Investment Theme

Magellan’s top 10 utility stocks

Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...
Glenn Freeman
Livewire Markets
Investment Theme

Big pharma’s embrace to propel this cancer treatment

One thing investors cannot ignore in 2021 is the impact Molecular Targeted Radiation (MTR) will have on cancer patient outcomes. What is Molecular Targeted Radiation?...
Eleanor Swanson
Firetrail Investments
Investment Theme

Finding the edge of greatness

Something interesting happened a month ago. I woke up on the 9 November and found one of the companies in our portfolio had rocketed overnight. And by rocketed, I...
Lawrence Lam
Lumenary Investment Management
Investment Theme

Believer or not, it's hard to ignore this thematic

Australian renewables are no longer a small and nuanced asset class for the environmentally-focused. The latest state government budget announcements confirm driving...
Sam Reynolds
Octopus Investments
Investment Theme

What history can tell us about a potential value rally

After the extraordinary rally in growth stocks over the last few months, the question we frequently hear from investors is whether the market will enter a value rally...
Bruno Paulson
Morgan Stanley IM
Investment Theme

6 themes shaping 2021

The past year has not smiled on forecasters. Making predictions about 2021 therefore demands even more humility than usual. Covid-19 quickly made our concerns 12...
Tom Stevenson
Fidelity International
Investment Theme

Is it time to look at India again?

Global challenges may just be a temporary setback for India, which is forging ahead with growth plans. Investors considering emerging markets for diversification are...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Five technology trends to watch

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...
Matt Reynolds
Matt Reynolds
Capital Group
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