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Investment Theme

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

Investment Theme

A generational change is coming. Here's where you could invest to take advantage of it

According to two demographers, we’re approaching a new generational cycle and this has implications for investors.
Arian Neiron
VanEck
Investment Theme

Strategic shifts: The growing allure of Australian real estate private credit

In recent years, the explosion of family offices across the Asia-Pacific region, including Australia, has captured significant attention.
Alan Greenstein
Zagga Investments
Livewire Live

5 seismic shifts happening right now and how to take advantage of them

Big shifts, bigger opportunities. We unpacked five far-reaching trends at Livewire Live, with the help of an all-star panel.
TLS
+5
Chris Conway
Livewire Markets
Livewire Live

AI, Soul Patts, the thirst for capital: 6 highlights from Livewire Live 2024

From seismic shifts rattling the markets to house-favourite stock picks, here's everything you missed from Livewire Live.
BRG
HUB
+4
Kerry Sun
Livewire Markets
Livewire Live

5 investment themes attracting this $1 trillion firm's attention

Plus, exclusive insights into the valuation gap between public investments and private investments from a leading investor.
Hans Lee
Livewire Markets
Investment Theme

Bear Schmer... It's sector rotation time!

If all you own is technology, you probably think it is a bear market.
NXL
+6
Kingsley Jones
Jevons Global
Investment Theme

Four thematics blooming this spring

Nvidia lends a hand to robotics firms, data centres become hot commodities, and the EU signs agreements to extract lithium. Join us in this month’s “Next Big Theme” as...
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Global X ETFs
Global X ETFs
The Pitch

The investments that will power 30 million households by 2030

The opportunities from the digitisation megatrends could be bigger than most realise in this asset class according to Resolution Capital.
Sara Allen
Livewire Markets
Investment Theme

Navigating the maze: Active management vs. passive exposure in alternative investment strategies

Explore the benefits of a passive investment strategy in real estate private debt through a fund for protection against market volatility.
Alan Greenstein
Zagga Investments
The Rules of Investing

Australia has all the ingredients to become a superpower in this space

We really are the lucky country and our opportunity in new energy creation is real and happening now.
The Rules of Investing
Livewire Markets
The Pitch

How to invest in the next big growth theme (but with more stability)

Resolution Capital's Sarah Lau discusses how you can avoid the peaks and troughs of the economic cycle - and access big megatrends.
+1
Sara Allen
Livewire Markets
Investment Theme

Peeling back the curtain on the fastest-growing asset class in the market

Whilst everyone is intrigued by the returns offered by private credit, there remains some knowledge gaps. We're here to help close them.
Chris Conway
Livewire Markets
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.
Robert Miller
NAOS
Investment Theme

The rise of the bank of mum & dad

The term "Bank of Mum & Dad" has become a crucial component of finance for many families. Question is: Is it a choice? Or is it a necessity?
Murdoch Gatti
York Wealth Management
Investment Theme

Diversification and defence: A look at alternative investments against traditional assets

Comparing alternative investments against traditional assets, highlighting their roles in creating a resilient, well-diversified portfolio.
Alan Greenstein
Zagga Investments
Investment Theme

Charting the Semiconductor industry’s next decade of growth

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms...
Billy Leung
Global X ETFs
Investment Theme

Howard Marks' Memo: Timely investing lessons from one of the all-time greats

Off the back of the August bout of voatility, Marks has combed his treasure trove of memos for key lessons - we highlight them below.
Chris Conway
Livewire Markets
Investment Theme

KKR's General David Petraeus on finding (and declining) opportunities in a volatile geopolitical climate

One of America's most decorated military men speaks to a room full of Australian investors.
Hans Lee
Livewire Markets
Investment Theme

The holy grail of high growth assets

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
Investment Theme

Is high-yield debt the path to stability and income?

The private debt market is growing with investors noticing the relatively high returns & lower volatility when compared to other assets.
Simon Arraj
Vado Private
Investment Theme

Feeder funds vs. direct investments in Australian commercial real estate private credit

Australia’s commercial real estate market is a powerhouse, attracting investors seeking attractive returns and long-term growth.
Alan Greenstein
Zagga Investments
Investment Theme

Could this be the best market ever for healthcare investing?

KP Rx’s Hashan De Silva thinks so and is seeing enormous opportunities at attractive valuations.
CVB
SNT
+1
Sara Allen
Livewire Markets
Investment Theme

GenAI – How sustainable is this US$1.3 trillion energy guzzling new tech?

A new dawn for technological innovation ChatGPT has alerted the world to the transformative potential of Generative AI (GenAI), capturing global media attention and...
Vinnay Cchoda
Betashares
Investment Theme

Beyond the headlines: Geopolitical risks in ESG investing

In this episode of ESG in 10, Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of...
Fidante .
Fidante
Investment Theme

Why the capital stack is vital in commercial real estate

Discover the intricacies of the various layers of debt and equity to grasp the pivotal role of debt within the capital stack.
Alan Greenstein
Zagga Investments
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