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Investment Theme

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

Investment Theme

10 predictions for the next decade

What an extraordinary decade global markets have enjoyed, since coming out of the global financial crisis in 2009. Global markets have been driven by the US market,...
Garry Laurence
Profeta Investments
Investment Theme

Technology is reshaping modern medicine

The Nobel Prize in Medicine 2019 was awarded to three men for “their discoveries of how cells sense and adapt to oxygen availability”. The Nobel Prize in Medicine 2018...
Michael Collins
Michael Collins
Magellan
Investment Theme

India to spend Australia’s GDP on infrastructure

The Indian Government announced a target GDP of US$5 trillion by 2024-25 last year post a landslide election win. This would propel the economy into the top five...
Mugunthan Siva
India Avenue
Expert Insights

5 supertrends for investors to watch

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...
Livewire Exclusive
Livewire Markets
Investment Theme

A Decade in Review - the ASX in the 2010s

Investing in equities is a long game, with share prices in the short-term influenced by market emotions, forced selling, and Trump tweets – factors that often have...
AMC
AMP
+5
Hugh Dive
Atlas Funds Management
Investment Theme

2020 Vision: Let the Smog Clear

It’s hard to ignore the chants of thousands of young people outside your office window on a seemingly weekly basis demanding action on Climate Change. We see this and...
Nick Griffin
Munro Partners
Investment Theme

Greta. Get used to more of her

There’s a pre-Greta world and a post-Greta world. In the post-Greta world, 11-year-old trick-or-treaters now knock on my door with plaited hair for Halloween. Whilst a...
Chad Slater
Chad Slater
Ellerston Capital
Investment Theme

Should we believe in the Santa rally?

In the same way that their children wait on its mythical namesake, a lot of investors will head into the Christmas-New Year period hanging out for the proverbial Santa...
Shane Oliver
AMP
Investment Theme

4 keys to post-retirement investing

Many people are familiar with investing for retirement — accumulating assets for future use — but investing in retirement tends to receive less attention. Indeed,...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Get ready to invest in Chinese unicorns

China has recently galloped ahead of the US in terms of the number of unicorns. According to the Hurun Global Unicorn List 2019, there are currently 206 unicorns in...
Mary Manning
Alphinity Investment Management
Investment Theme

Be on the right side of innovation in 2020

I founded ARK Invest to focus solely on disruptive innovation, primarily in the public equity markets because I believe that innovative public companies with...
Catherine Wood
ARK Invest
Investment Theme

Preparing for the great wildebeest migration

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...
Troy Angus
Troy Angus
Paradice Investment Management
Investment Theme

'Defence wins championships'

True to its name, the defence sector has historically displayed defensive investment qualities in times of difficulty. Coming as a surprise perhaps, during five of the...
ASB
CDA
+1
Josh Terlich
Josh Terlich
Mason Stevens
Investment Theme

Just Zip It

The buy now pay later space has grown rapidly in Australia over the past 2 years. The number of users has increased from circa 400,000 in 2015/2016 to approaching 2...
APT
+2
Rod Skellet
Rod Skellet
Mason Stevens
Investment Theme

Don't ignore growth stock volatility

We have made regular comments regarding the plethora of domestically listed companies exhibiting excellent business models, exceptionally competent management, yet...
Rhett Kessler
Pengana Capital Group
Investment Theme

Will 2020 be the year for value stocks?

The valuation premium for quality and growth has hit new decade highs, driving the ASX200 average forward PE to sit ~14% above the 20-year average. But the average...
BRAD Potter
Tyndall AM
Investment Theme

A week on the ground in Hong Kong

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Investment Theme

The big picture for the big miners

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...
BHP
FMG
+2
Alex Cowie
Alex Cowie
Investment Theme

A golden era for active managers is coming

“Performance lagging”, “clients exiting” and “funds closing” – the constant barrage of reports and articles about the demise of the active fund manager is relentless....
Pengana Capital Group
Pengana Capital Group
Investment Theme

A $38 billion record day

Diapers and baby goods seem incongruous with the original concept of Singles’ Day, a retail ‘holiday’ conceived by Chinese ecommerce giant Alibaba in 2009 to give...
Fidelity International
Fidelity International
Expert Insights

Are renewables infrastructure’s black gold?

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...
Livewire Exclusive
Livewire Markets
Expert Insights

The most contrarian sector in the market

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...
Livewire Exclusive
Livewire Markets
Investment Theme

Small stocks with big opportunities

Holding a microcap that makes it all the way to mid-cap, or big-cap territory, is how you get a ten-bagger, or even a hundred-bagger. The odds are low of course,...
Livewire Exclusive
Livewire Markets
Expert Insights

The essentials of essential infrastructure stocks

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...
Livewire Exclusive
Livewire Markets
Investment Theme

Renewables give infrastructure an energy boost

Australia’s infrastructure boom, with its $58 billion pipeline designed to provide for the country’s growing communities, has made the sector one of the...
Livewire Exclusive
Livewire Markets
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