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Investment Theme

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

Investment Theme

Ark: An industry set for 'hockey-stick' growth

Already dominating global entertainment and with further exponential growth ahead, the once-niche segment of games has grown into a US$150 billion industry that should...
Glenn Freeman
Livewire Markets
Investment Theme

Backing the next wave of tech titans

So much capital has become available to private companies in recent years that they are listing much later - and sometimes never at all. A healthy $129 billion was...
Anthony Murphy
Lucerne Funds Pty Ltd
Investment Theme

The future of sustainable investing

Sustainable investing is about investing for the future. It’s about recognising that companies that aim to solve the world’s biggest problems are not only best placed...
LGT Crestone
LGT Crestone
Investment Theme

LIC/LIT IPO vintage year analysis

The LIC/LIT sector copped a lot of criticism over the last 12-months in relation to the apparent mis-selling of new issues and conflicts of interest. We have no...
Rodney Lay
Rodney Lay
Risk Return Metrics
Investment Theme

5 bad ideas to avoid in 2021

Catherine Wood’s ARK Invest has remained a fund to watch from its inception. Finding success through a focus on innovation, Wood and her team apply cutting-edge themes...
Livewire Exclusive
Livewire Markets
Investment Theme

Blindingly obvious! The next big thing is probably right under your nose

We are often led to believe that as investors, we need to reach for the stars, dig uncharted territory, or do something radically different to find the next legendary...
James Marlay
Livewire Markets
Investment Theme

What makes this industry so resilient?

The personal luxury segment probably doesn’t come to mind when one thinks of resilient areas of the equity market. The industry has unquestionably faced significant...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Introducing Livewire’s 2020 Funds of the Future List

There's never been more interest in companies and funds that are focused on investing in growth, innovation, sustainability and impact. Investing in 'the future'...
James Marlay
Livewire Markets
Investment Theme

Here’s where you’ll find the next generation of disruptors

For growth investors, technology stocks have certainly been the play of the day - or more aptly the ‘play of the decade’. The Nasdaq 100 Index, widely recognised as...
4DX
James Marlay
Livewire Markets
Investment Theme

Recharge your portfolio with battery technology

The future of renewable energy and electric vehicles (EVs) is heavily intertwined with the growing battery technology industry. Batteries are an older technology but...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

The race of China’s autonomous vehicles

In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

An alternative Alternative

Income from all asset classes has been declining for over a decade, and accelerated this year since COVID took hold. From cash to fixed income, property to dividend...
Chad Padowitz
Talaria Asset Management
Investment Theme
Sponsored

Profit can save the planet

The profit motive is often considered negative for the planet given that we've been using resources faster than they can be replenished. But it can also work the other...
Livewire Exclusive
Livewire Markets
Expert Insights

Two good reasons to consider going short in Aussie equities

The Australian market is uniquely concentrated. The top end of the index is dominated by a few big companies, and that’s supported by a long tail of small positions....
Livewire Exclusive
Livewire Markets
Investment Theme

A key to long-term success

The Environmental, Social and Governance (ESG) movement is now more significant than ever. In today’s current climate investors choose companies based on these...
NAOS Asset Management
NAOS Asset Management
NAOS
Investment Theme

Glimpses of 2030: Health care innovation accelerates

Star Trek, the classic sci-fi TV series, depicted a far-off future where space explorers traveled the galaxies equipped with cutting edge technology such as a...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Who will benefit as COVID-19 drives spending outside cities?

Since the onset of the coronavirus, more people are working from home, and while there will likely be a large-scale return to the office as the health risk subsides,...
James Foreman
Platinum Asset Management
Investment Theme

Dealing with Investment FOMO

Fear Of Missing Out (FOMO). I expect you have all heard this acronym by now. It is certainly alive and kicking in the investment world. Many stocks have skyrocketed in...
Steve Johnson
Forager
Investment Theme

COVID and tech: what have we learned as investors?

Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses...
Denny Fish
Janus Henderson
Investment Theme

The rise of sustainable investing

There has been an increasing demand from socially and environmentally conscious investors for sustainable investment options. One of the big areas to focus on is...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Small caps turned “Upside Down” as fundamentals fly out the window

One of the shows that helped cement Netflix’s popularity as a streaming service is Stranger Things. The science-fiction thriller centres around the rural town of...
ADH
APT
+9
Vishal Teckchandani
Livewire Markets
Investment Theme

Livewire Webinar: Winners and Sinners

As the dust settles on the highly anticipated August 2020 reporting season, it’s time to take stock of the major themes emerging from Australian listed companies and...
Bella Kidman
Bella Kidman
Livewire Markets
Buy Hold Sell

Rotate or stay? Playing the small cap rally’s next phase

Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40%. However, it's evident that the rebound is thus far two-tiered in...
KGN
+4
Buy Hold Sell
Livewire Markets
Investment Theme

Narrative versus the facts

Value investors, value indexes and value stocks have underperformed over the last three years and in 2020. In fact, value strategies across the globe have...
Dr Philipp Hofflin
Lazard Asset Management
Investment Theme

Why gold should always be a portfolio staple

Gold prices have surged to record highs and investors have flocked to hold it as an asset in the uncertainty of the COVID-19 pandemic. But gold is more than a...
kanish chugh
kanish chugh
Global X ETFs
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