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Investment Theme

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

Investment Theme

Australians haunted by possibility of recession

An analysis of Google search trends suggests that Australians are increasingly becoming concerned about the outlook for the economy, with the number of searches for...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Investment Theme

"Penniless at 100" is the new black

Let's take a baseline retiree as an example – An 70 to 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They...
TLS
Marcus Padley
Marcus Today
Investment Theme

Are You Investing in Your World ?

It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television and computers, has increased...
Anshu Sharma
Loftus Peak
Investment Theme

Is the WAAAX melting?

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...
APT
APX
Alex Cowie
Alex Cowie
Investment Theme

Brexit's impact on the ASX

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...
BHP
CPU
+9
Hugh Dive
Atlas Funds Management
Buy Hold Sell

IPOs: 'Forecasting the dream'

In 2017, WeWork's CEO said, somewhat emblematically: “Our valuation and size today are much more based on our energy and spirituality than on a multiple of revenue"....
Livewire Exclusive
Livewire Markets
Expert Insights

The lungs of the earth are burning ... how are you responsible?

Andrew McAuley, Chief Investment Officer at Credit Suisse, says that investors should not underestimate the role that principles around sustainability will play in...
Livewire Exclusive
Livewire Markets
Investment Theme

The trend is your friend (until the bend at the end)

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...
ALU
APT
APX
+2
Alex Cowie
Alex Cowie
Investment Theme

The ‘streaming wars’ could penalise viewers

In 2017, when Netflix was 20 years old, the ad-free on-demand-video or streaming service achieved three milestones. One was that Netflix hit 100 million subscribers...
Magellan Financial Group
Magellan
Investment Theme

WAAAX on, WAAAX off: Multiples are fickle... but value is forever

With Abbey Road back in the charts and the We Co rocket failing to launch, it’s a good time to remember that cashflows still drive value, even when value is hard to...
APT
Schroders Australia
Schroders
Investment Theme

Revisiting our lower long-term returns Whitepaper from Jan 2017

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...
James Smith
James Smith
Providence Independent Investment Advisory
Investment Theme

The 2029 roadmap for funds management

If someone asked you for your ten big predictions for the asset management industry in 2029, what would you give them? At the FT Asset Management conference in New...
Alex Cowie
Alex Cowie
Investment Theme

Hong Kong in Turmoil

When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life in the city.After four months, police have fired off...
Steve Johnson
Forager
Investment Theme

Active vs passive: Which one works better?

Passive investment strategies continue to gain in popularity as large quantities of funds across the world are being invested in them at a time when most active...
DXS
MGR
Anton Tagliaferro
IML
Expert Insights

The Chinese companies winning over the global brands

Multi-national consumer brands have benefited from the rise of the Chinese middle class. That benefit has come with minimal effort as the growing number of wealthy...
Livewire Exclusive
Livewire Markets
Investment Theme

For and against China as a standalone allocation

China is under-represented in traditional indices for both equities and fixed income. So, should investors focus on the country separately? And how should they...
Catherine Yeung
Fidelity International
Rapid Fire

ARK: The five platforms of disruptive innovation

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...
Livewire Exclusive
Livewire Markets
Investment Theme

Capturing value from the 5G evolution

The world’s biggest telecommunications companies spent hundreds of billions of U.S. dollars to build the pipes that undergird the internet, yet they weren’t the big...
PIMCO .
PIMCO
Investment Theme

5G set to contribute to World GDP growth

Fifth generation cellular network technology is the next step in the evolution of digital communications. Faster transfer of data, lower latency, reduced congestion...
John Malloy, Jr
John Malloy, Jr
redwheel
Livewire Live

Late cycle investing with Scott Nuttall, KKR

Humans are drawn to simplicity. It's appealing when an investment has a good narrative that is easy to understand. The problem is they are likely to be appealing to...
James Marlay
Livewire Markets
Livewire Live

Seven shocking predictions for 2020 and beyond

There's a famous saying that predictions are hard to make, especially about the future. For the closing session of Livewire Live 2019, we asked seven presenting fund...
EHE
James Marlay
Livewire Markets
Investment Theme

Six themes for the next five years in markets

What does the next five years hold for equity investors? It's one question that investors ask themselves every day. How should I position my portfolio? What are the...
Fidelity International
Fidelity International
Investment Theme

A beneficiary of the search for yield

As the dreaded ‘R’ word continues to be thrown around in the media, fixed income prices have risen quickly but with decreasing yields as interest rates are still a hot...
Josh Terlich
Josh Terlich
Mason Stevens
Investment Theme

Are investors missing out on Asia?

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for...
Catherine Yeung
Fidelity International
Investment Theme

Sign up for the business model of the future

Lather, rinse repeat. This set of simple instructions found on shampoo bottles is also proving to be, metaphorically, a sound business approach in today’s digital...
Matt Reynolds
Matt Reynolds
Capital Group
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