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Investment Theme

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

Investment Theme

Emerging Markets are leading the way in Fintech

The marriage of finance and technology, or fintech, is finding a natural home in emerging markets (EMs), where the penetration of traditional banking and insurance...
Scott Berg
T. Rowe Price
Investment Theme

If you love Woolworths, then ....

In Australia, Woolworths is a household name known to everyone due to its brand and its presence in our daily lives. 20 years ago Woolworths was focused on expanding...
Mugunthan Siva
India Avenue
Investment Theme

The connectivity revolution is only just beginning

The scale of connectivity unlocked by the global tech titans is unprecedented. The breadth, depth and access created by the top seven ‘super platforms’ (Facebook,...
Fidelity International
Fidelity International
Investment Theme

SolarEdge: fair value, exceptional growth

Solar power is now the cheapest form of energy production, second only to wind. Those economics have seen rapid grid defection leading to an increase in grid power...
Will Simpson
Blue Oceans Capital
Investment Theme

Identifying the winners of the digital revolution

While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant...
Andrew Macken
Montaka Global Investments
Investment Theme

Robotics and A.I. leaders spearheading the battle with COVID-19

We have previously highlighted the role of robotics and artificial intelligence (A.I.) technologies in fighting the spread of COVID-19 in an article published on 15th...
Cameron Gleeson
Betashares
Expert Insights

The next big thing for income investors

The emergence of renewable energy as an asset class in Australia presents an exciting new potential opportunity for income investors seeking high and stable yields in...
Livewire Exclusive
Livewire Markets
Investment Theme

A makeover for China’s cosmetic industry

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

The New Normal

“We reiterated in very strong terms our offer, we come down a trillion from our top number, which is three, four. They go up a trillion from their top number, which...
David Rosenbloom
David Rosenbloom
ICN Consulting
Investment Theme

Reporting season’s key alpha generator

Welcome to the third episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
BHP
BLD
+5
BRAD Potter
Tyndall AM
Investment Theme

Time for India to Step Up

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...
Mugunthan Siva
India Avenue
Investment Theme

Is robo-advice the future of financial planning in Australia?

The future of financial planning may feel uncertain at the moment, off the back of a raft of significant reforms and large numbers of financial advisers leaving the...
Global X ETFs
Global X ETFs
Investment Theme

Who can mass produce vaccines?

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...
Aran Nagendra
Aran Nagendra
India Avenue
Investment Theme

Short-term sugar hit for banks

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
+1
BRAD Potter
Tyndall AM
Investment Theme

Telehealth: The hero Australia deserves or just the one it needs right now?

In one of the most significant events in digital health history, the merger of two of the largest publicly traded virtual care companies, Teladoc (NYSE: TDOC) and...
Stew Glynn
TEN13
Investment Theme

5G - a balm for the COVID-stricken world?

The transition to 5G has created headlines – less for the potential it offers, more for the ‘who builds the network’ question. The two are intrinsically linked though....
Global X ETFs
Global X ETFs
Investment Theme

The once-in-a-decade opportunity in infrastructure

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...
ALX
SYD
+1
Tim Humphreys
Ausbil
Investment Theme

Are we sacrificing tomorrow for today?

Tom Moore of Bedfordshire sought to raise 1,000 pounds to help the UK’s National Health Service cope during the coronavirus pandemic. He decided to walk 100 times back...
Michael Collins
Michael Collins
Magellan
Investment Theme

US dollar breaking down, gold and the $A breaking up

The price of gold has now broken out to a record high and the Australian dollar has risen 30% from its coronavirus panic low in March and broken above $US0.70. What’s...
Shane Oliver
AMP
Investment Theme

Where to invest if you’re a bull or a bear

In Livewire's Bull versus Bear series, our experts outlined their case for where they feel the market is heading: is it going to stay strong, or collapse in a heap? In...
AMC
+7
Bella Kidman
Bella Kidman
Livewire Markets
Investment Theme

One thematic investors can't ignore

The delivery of education using technology (EdTech) has become a powerful investment theme, amplified by the lockdowns caused by Covid-19. Remote learning is not only...
Andrew McAuley
Credit Suisse
Investment Theme

Listed infrastructure will reward the patient investor

The covid-19 pandemic has reverberated through the global economy, corporate profits and consumer confidence, and caused investors to recast their return expectations...
Gerald Stack
Magellan
Investment Theme

Bulls are bucking, bears are hunting

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

A once-in-a-generation opportunity

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...
Livewire Exclusive
Livewire Markets
Investment Theme

Good portfolio hygiene – three tips to take advantage of volatility

Investment markets have been very volatile over the past few months and looking forward towards the upcoming Australian company reporting season in August, could have...
Camilla Love
eInvest
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