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Investment Theme

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

Investment Theme

Income beyond fixed income

The struggle to find income is not new, but is currently complicated by expectations of rising government bond yields and heightened inflation, creating risks for...
Kerry Craig
J.P. Morgan Asset Management
Investment Theme

Crouching tiger, hidden dragon?

Volatility is nothing new for Asian markets, however the last few months have seen the substantial gains of the previous twelve months unwind, with uncertainty...
Blair Modica
Blair Modica
Betashares
Investment Theme

Why the move to clean energy won’t be enough

2020 was planet Earth’s hottest on record - a fact that many would be forgiven for missing in what can only be described as a tumultuous year. Outside of the COVID...
Alistair Mills
Alistair Mills
Betashares
Investment Theme

Where to invest in the battery metals boom

With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better...
Roger Montgomery
Montgomery Investment Management
Investment Theme

How far are we in this value rotation?

Global multi‑asset portfolios at T. Rowe Price start from a diversified position between the value and growth investment styles. We deviate from the neutral position...
T. Rowe Price
T. Rowe Price
Investment Theme

The 'skin in the game' portfolio

Founders have changed the world and will continue as long as capitalism exists. Our system motivates bright individuals to pursue dreams and build companies that...
Lawrence Lam
Lumenary Investment Management
Investment Theme

One risk that banks can’t afford to ignore

Australian banks remain a staple of local investors, particularly those with a focus on income, and there are many good reasons for this. For one thing, there’s our...
APT
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Glenn Freeman
Livewire Markets
Investment Theme

Prepare for the EV revolution

For Formula E motorsport, the 2020-21 racing season was transformational. Seven years after electric single-seaters first raced, Formula E gained the elevated...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

The explosive urgency (and opportunity) of Australia’s power shift

Large-scale power cuts caused by ageing coalfired utilities are just one of several reasons why Octopus Investments Australia is prepping its new $100 million fund to...
SUN
Glenn Freeman
Livewire Markets
Investment Theme

Thinking strategically about value allocation to emerging markets

A hallmark of emerging markets is growth. Some, therefore, suggest that these markets are not a natural habitat for valuation based investing. In fact, our own...
John Goetz
Pzena Investment Management
Investment Theme
Sponsored

ESG: Fad or Future?

The last year has seen monumental changes in how investors tackle sustainable investing - with what was once a nice to have, becoming a must-have for many. And many...
Fidelity International
Fidelity International
Investment Theme

The true scope of climate challenges

Key takeaways: The companies within the Morgan Stanley International Equity team’s portfolios are encouraging consumers to live more sustainably, with ...
Laura Bottega
Laura Bottega
Morgan Stanley IM
Investment Theme

ESG: Fad or future?

From time to time, investors become irrationally enthusiastic. The important thing to note about these manic moments is that the investment theme underpinning them...
Tom Stevenson
Fidelity International
Investment Theme

Cloud computing – the next tech revolution?

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...
Blair Modica
Blair Modica
Betashares
Investment Theme

All infrastructure spending is good infrastructure spending

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...
TCL
Sarah Shaw
4D Infrastructure
Investment Theme

Do you have enough QUALITY in your portfolio?

Factor investing aims to target quantifiable metrics that can explain differences in security returns. At a high level, these factors are broadly influenced by general...
Nathan Lim
Lonsec Holdings
Top Rated Funds

Four essential takeouts from Livewire's Top-Rated Funds Series

COVID-19 is the destructive force that’s shaken the tectonic plates of financial markets and sparked a rethink of how portfolios and risks need to be managed in the...
Livewire Exclusive
Livewire Markets
Investment Theme

Europe earnings mean business, and ready to kick-off

With Euro 2020 football tournament finally underway, Europe is turning heads once more. According to Goldman Sachs’ statisticians, Belgium is most likely to win the...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Is ESG investing just plain investing?

A few weeks ago, I hosted some teenagers from an East London school on a (virtual) visit to learn about the investment business. In search of common ground, we focused...
Tom Stevenson
Fidelity International
Investment Theme

Australia’s energy transition – explosive findings?

If you don’t spend your weekends keeping up with tweets from Australia’s energy market boffins - and you’d be forgiven - you could’ve easily missed some significant...
Tim Johnson
Octopus Investments
Top Rated Funds

How Ben Griffiths consistently beats the benchmark

Ben Griffiths of Eley Griffiths Group views the stock market as a battle; only the weapons are reading, forming relationships, and learning to manage money. And...
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Livewire Exclusive
Livewire Markets
Investment Theme

Revitalising the WAM Alternative Assets portfolio

It’s no secret that more investors are seeking alternatives as historically low interest rates and emergency levels of stimulus spending are making stocks and bonds...
Wilson Asset Management
Wilson Asset Management
Top Rated Funds

7 trends these fundies believe will shape the next decade

While the battle against COVID-19 isn’t yet won, the emergence of vaccines has provided a faint light of hope at the end of the tunnel. And with the world’s biggest...
Livewire Exclusive
Livewire Markets
Investment Theme

Earnings opportunity: US v Europe

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...
Chad Padowitz
Talaria Asset Management
Expert Insights

Hopping on the trend that will change the world

You heard it here first - green is the new black. Every investor, young, old, male or female is beginning to understand that the next big investing theme is...
BHP
FMG
Livewire Exclusive
Livewire Markets
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