Home Wires

Investment Theme

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

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
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
Investment Theme

How to identify quality in the payments sector

The payments industry is gradually emerging as one of the most attractive parts of the financial technology (Fintech) world. Prior to COVID-19, approximately 50% of...
Bruno Paulson
Morgan Stanley IM
Investment Theme

Greetings from 2030: Growth investing for the next decade

Companies go through life cycle changes just like people do. Where individuals can experience childhood, college, raising children and having careers, companies might...
Matt Reynolds
Matt Reynolds
Capital Group
Buy Hold Sell

Predicting the winners and losers of earnings season

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...
ALU
CSL
+3
Buy Hold Sell
Livewire Markets
Investment Theme

Will the Pandemic Change our Spending Habits Long Term?

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...
James Halse
Platinum Asset Management
Investment Theme

The changing face of leveraged investing in Australia

Products like margin loans and contract for difference (CFDs) may have been the traditional face of leveraged and inverse investing, but the emergence of leveraged and...
Global X ETFs
Global X ETFs
Investment Theme

“Guochao”: The rise of homegrown Chinese labels

“Guo” stands for country, “Chao” taken from “Chao Liu,” meaning fashionable. Combined - “Guochao” in China, has become a buzzword ever since domestic sportswear brand...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

Searching for growth in a low-growth world

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...
Mark Arnold
Mark Arnold
Hyperion Asset Management
Investment Theme

The Australian tech story - from little things big things grow

Globally, and particularly in the U.S., technology companies have been the driver of equity market returns for the last 10 years, with a rotation away from traditional...
APT
APX
CAR
+7
Betashares .
Betashares
Investment Theme

A mission-critical service that underpins all technology businesses

Technology is playing an ever-greater role in our lives, as businesses and the global economy increasingly move online. This structural shift has been accelerated by...
APT
Ilan Israelstam
Betashares
Investment Theme

What we learned from Wirecard – does your ethical ETF pass the pub test?

In late June, German payments giant Wirecard filed for insolvency, owing creditors almost $5.8 billion. The company’s collapse came a week after its auditor, Ernst and...
Betashares .
Betashares
Investment Theme

Investing in the vaccines of tomorrow: the case for biotechnology

Technology may typically be thought of in terms of computers and communications but its use in the sphere of biotechnology is saving lives and changing how we treat...
COH
CSL
+1
Global X ETFs
Global X ETFs
Rapid Fire

The winners and losers from this crisis

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...
Patrick Poke
A Rich Life
951-975 of 1253