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Investment Theme

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

Investment Theme

A look inside three funds we’re backing

Interesting things happen when investors get over the idea that equity markets are where all the action is. The truth is, some of the most compelling opportunities are...
XF1
Michael Houghton
Lucerne Funds Pty Ltd
Investment Theme

Don’t believe TINA: There are alternatives

The expression ‘TINA’ (There Is No Alternative) has reached meme status in recent years as high prices in almost every asset class have left investors frustrated. With...
Patrick Poke
Livewire Markets
Investment Theme

The Supertrends to enhance your returns

At our recent Global Supertrends Forum, we had three panels discussing what we call Supertrends. These are the long-term themes we believe reflect societal change, and...
Andrew McAuley
Credit Suisse
Investment Theme

Government infrastructure investment multiplying jobs globally

Recent IMF research shows that when governments invest in infrastructure, they create many new jobs. The IMF evaluated the direct employment effect of public...
Sarah Shaw
4D Infrastructure
Expert Insights

Forget the fads – the keys to high conviction investing

The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...
Livewire Exclusive
Livewire Markets
Investment Theme

Green hydrogen is central to plans to achieve net zero

The US has launched a ‘hydrogen shot’ known as ‘111’ for one dollar for one kilo in one decade. The UK intends to be the “Qatar of hydrogen”. Japan wants to be a...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

ESG investing – it’s all about the how

ESG is playing an increasingly integral role in discretionary investment managers’ toolkits. However, until recently quant managers haven’t had the data to invest on...
Pierre Lenders
Pierre Lenders
Capital Fund Management
Investment Theme

Maintaining focus: Value's strong fundamentals

The opportunity in value stocks remains compelling. Long-term investors should ignore the noise and focus on cheap valuations, strong operating metrics, and the solid...
John Goetz
Pzena Investment Management
Investment Theme

Creating connections in ESG investing – the significant inroads being made by quant investors

One of the surprising outcomes from COVID-19 was the rise in importance of environmental, social and governance (ESG) driven investing. While the professional...
Pierre Lenders
Pierre Lenders
Capital Fund Management
Investment Theme

Property investing: 4 reasons long-WALE isn’t always lower risk

One of the many accepted truisms in real estate is that properties with a long weighted average lease expiry tend to be lower risk. But is that true? Chris Bedingfield...
Chris Bedingfield
Quay Global Investors
Investment Theme

What do you expect from your portfolio today?

One of the big challenges we see for investors today is the disconnect between the investment returns that have been realised over the past few years, and the likely...
Miles Staude
Global Value Fund
Investment Theme

Debt is cheap, cash is plentiful and life's exciting for private equity

The Australian private equity industry has shown resilience through the challenges of the last two years and, with plenty of capital to deploy and debt at historically...
Dania Zinurova
Investment Theme

Spectre of rising inflation and higher interest rates puts private debt in the limelight

The distinct advantages of private debt must look appealing to investors seeking stable income streams in a world wary of inflation and central bank intervention. In...
Glenn Freeman
Livewire Markets
Investment Theme

Biofuels poised to make major impact

While electric vehicles continue to dominate the headlines and garner attention in clean energy circles, biofuels are increasingly becoming an important alternative...
Lucas White
GMO
Investment Theme

Fully-fledged crypto ETFs just months away

The first digital asset ETFs hit the boards of Australian exchanges just days ago, Betashares Crypto Innovators (ASX: CRYP) and Cosmos Global Digital Miners Access...
Glenn Freeman
Livewire Markets
Investment Theme

The one essential sector to invest in to reach net zero

With COP26 dominating the conversation in Australia, I spoke to Bennelong’s Holly Old about the role infrastructure will play in the decarbonisation opportunity,...
Sarah Shaw
4D Infrastructure
Investment Theme

8 stocks making fintech cheaper and more efficient

ETF Securities' Kanish Chugh believes that fintech companies make banking, insurance and wealth management cheaper and more efficient. In this wire, he takes a deep...
XRO
kanish chugh
kanish chugh
Global X ETFs
Meet The Investor

Meet Barry: The retiree who isn't afraid to take a risk

As a self-described "risk-taker", Barry has repeatedly put it all on the line to overcome the challenges life has thrown at him and, most of the time, he has reaped...
AGL
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Ally Selby
Livewire Markets
Investment Theme

Glasgow’s climate moment: Key goals and opportunities

The 26th United Nations Climate Change Conference, commonly known as COP26, has begun in Glasgow. This month, we take a look at the key goals for the conference. We...
Scott Haslem
LGT Crestone
Investment Theme

Unlocking the opportunity of 'special situations' in Australian equities

In this wire, Rob Hay and Michael Goldberg of Collins Street Asset Management detail the five "special situations" that can help investors achieve superior returns...
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Livewire Exclusive
Livewire Markets
Investment Theme

EV metals: Will you strike it rich or burn your fingers?

Whether you believe the antics of Elon Musk add to, or detract from, the investment appeal of the electric vehicle space, it’s hard to argue with the science that...
Glenn Freeman
Livewire Markets
Investment Theme

5 innovators rocking the hydrogen space

As the world moves away from fossil fuels, hydrogen is receiving a lot of attention from investors and governments. Sometimes called the Swiss army knife of...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

An Inconvenient Truth prompts 2 inconvenient questions

Perhaps the most powerful thing about Al Gore’s 2006 documentary about global warming was its title. Climate change remains An Inconvenient Truth. It would be great if...
Tom Stevenson
Fidelity International
Investment Theme

Michael Traill: Investing for purpose

In this episode of Inside the Rope, Michael Traill joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in...
David Clark
Koda Capital
Investment Theme

Why I invest thematically

Thematic investment is very popular. The idea of investing in "structural change" and the durable trends and investment themes of our time has struck a chord. Like any...
Kingsley Jones
Jevons Global
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