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Investment Theme

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

Investment Theme

Why these three market legends are bearish

Why are Geoff Wilson, Phil King and David Paradice all bearish on the market? Do they think there are better opportunities offshore or in Australia? Which sectors and...
Future Generation
Future Generation
Investment Theme

The generational opportunity in renewables

The Australian Energy System faces a generation dilemma, in both senses of the word. First, from an electricity generation perspective, the inevitable shut down of...
Andrew Walton
Octopus Investments
Investment Theme

Investing in Asia's Consumption Growth

Please join me and Sol Ahn, Co-Portfolio Manager of Mirae Asset Asia Great Consumer Equity Fund in a webinar on Tuesday 16 June 2020 at 12.30pm (AEST). We will be...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

A $57 billion trend

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented.The...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

3 ETFs hitting the sweet spot for value and growth

In the HBO documentary ″Becoming Warren Buffett,” the billionaire compares investing to playing baseball.“The trick in investing is just to sit there and watch pitch...
Vishal Teckchandani
Livewire Markets
Investment Theme

Banks perform badly with a flat yield curve or a debt crisis, Australia faces both

(Ed’s Note: We asked two of our contributors who have strong views on banks to produce a bear versus bull case on this critical sector for income investors and SMSFs....
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Damien Klassen
Nucleus Wealth
Investment Theme

Bank on a 70% return: Why 'tis the season to be bullish on the Big Four

**Updated 27/05** - With some bank stocks up a whopping 10% at one point in today's session, we asked Romano for his latest view. He said:"Modern investors are using...
+3
Romano Sala Tenna
Katana Asset Management
Investment Theme

The bear versus bull case for investing in banks

They say a picture tells a thousand words and the story for UK financial sector investors could not be more depressing going by the below chart. A theoretical $100...
+1
Vishal Teckchandani
Livewire Markets
Investment Theme

A new workforce is emerging

As COVID-19 spread across the world, causing global lockdowns and record volatility in financial markets, investors have seen equity markets tumble more than 30%,...
Betashares .
Betashares
Investment Theme

10 reasons why Australia is the lucky place to be in a crisis (and 7 stock ideas to boot)

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...
COL
+4
Vishal Teckchandani
Livewire Markets
Investment Theme

The boom of Zoom. Work tools flying high in the work from home era.

Who would have thought the world could materially operate under shelter in place conditions with millions if not billions of employees working from home (WFH)?Remote...
Stew Glynn
TEN13
Investment Theme

Why Facebook Loves India

A few weeks ago, Facebook paid US$5.7bn for a 9.9% stake in Reliance Industries, Jio Platforms (JPL) business. That was the largest amount paid for a minority...
Mugunthan Siva
India Avenue
Investment Theme

7 trends and how to play them using ETFs

Investing has become a game of chicken in the eyes of some investors. Has COVID-19 become a buying opportunity? Have we seen the bottom, or is the worst yet to come?...
COL
CSL
+8
Global X ETFs
Global X ETFs
Investment Theme

Survive to Thrive in India

An economic boom may be defined as a period where GDP growth is high on an absolute basis (above 5%) and higher than the period preceding it. India has experienced...
Mugunthan Siva
India Avenue
Investment Theme

Why the bulls are wrong

Equity markets have bounced well over 20% since the lows just over a month ago, so technically we are already in a new bull market. With peak new cases now behind us,...
Alex Cowie
Alex Cowie
Expert Insights

One thematic with three tailwinds

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...
Livewire Exclusive
Livewire Markets
Investment Theme

SME Lending March Market Perspective

The March ’20 Distribution was the 32nd since the inception of the Aura High Yield SME Fund. We have delivered returns of 9.60% in the last 12 months, and 30.25% since...
Brett Craig
Aura Group
Buy Hold Sell

Buy Hold Sell: 6 companies that are set to come out swinging

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Portfolio strategy: 4 ways to win in a changing world

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...
Buy Hold Sell
Livewire Markets
Expert Insights

The 3D printing boom is coming

In the last two videos Tasha Keeney, US-based analyst for thematic fundie ARK Invest, has shared fascinating insights on how Star Trek-like technologies like...
Livewire Exclusive
Livewire Markets
Investment Theme

Where are we now? Where are we going?

COVID-19 has dominated headlines for months and is influencing rapid change in the way we live and work. Change at any time can be unsettling, but combined with a...
Global X ETFs
Global X ETFs
Rapid Fire

Octopus: The fund with all 8 arms on this $170 billion thematic

While some developed countries have already kicked the habit, Australia still uses coal to generate the vast majority of its power. But things are about to change...
Alex Cowie
Alex Cowie
Expert Insights
Sponsored

A growth company that passed Federation’s fierce filters

Cameron Brownjohn, CEO of private equity firm Federation Asset Management, describes their three step selection criteria for investments as ‘fierce’. In their first...
Livewire Exclusive
Livewire Markets
Investment Theme

A word of advice from one of Australia’s most experienced investors

Hoard your powder and keep it dry. That’s the key message from billionaire Robert Millner, Chairman of Washington H Soul Pattinson (WHSP), for investors in response to...
BKW
+1
Vishal Teckchandani
Livewire Markets
Investment Theme

Survive, Consolidate and Thrive

At times like these, old contacts of mine start to resurface, asking me what I think will happen next in markets. If I could predict markets, I'd have shorted the...
Alex Cowie
Alex Cowie
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