Home Wires

Investment Theme

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

Expert Insights

3 opportunities created by change

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...
DXN
GMG
NXT
+1
Livewire Exclusive
Livewire Markets
Investment Theme

This is a huge buying opportunity

This is a huge (short term & long term) buying opportunity we are seeing right now. For short term traders we will get a big short term bounce.. but be careful. Last...
BHP
BPT
+10
Richard Coppleson
Bell Potter
Expert Insights

Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...
Livewire Exclusive
Livewire Markets
Investment Theme

Increased market focus on vaccine producers

The recent coverage of Coronavirus has really focused the market’s attention on vaccine producers around the world. Whilst Bavarian Nordic doesn’t produce a...
James McDonald
James McDonald
Pengana Capital Group
Investment Theme

What possibly keeps the FED awake at night.

For the members who preside over the US Federal Reserve (the FED - the central bank for the United States), one might ask what keeps them awake at night. While the...
James Smith
James Smith
Providence Independent Investment Advisory
Investment Theme

Quantum computing would be a world-changing technological leap

Paul Benioff (born 1930) is a US physicist who in 1980 imagined the feats computing might achieve if it could harness quantum mechanics, where the word quantum refers...
Michael Collins
Michael Collins
Magellan
Investment Theme

Triple the market impact of the internet

As Douglas Adams put it: "Anything invented after you're 35 is against the natural order of things". As a relatively sprightly 43-year old, I certainly find the scale...
Alex Cowie
Alex Cowie
Investment Theme

The ETF Trends for 2020

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today’s investor can choose...
Global X ETFs
Global X ETFs
Investment Theme

Coronavirus impact going viral

Coronavirus (labelled 2019-nCoV by the World Health Organisation) fears have sent shockwaves through global communities and financial markets in recent days. When the...
Charlie Jamieson
Jamieson Coote Bonds
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
1001-1025 of 1224