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Investment Theme

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

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
Investment Theme

Don't end up in the ditch

As recently as two months ago, pundits and talking heads of the financial world were wondering: is it different this time? The global economy was performing strongly,...
Michael Goldberg
Collins St Value Fund
Investment Theme

Digital currency could one day deserve 'reserve' status

In 2015, China’s yuan joined the US dollar, euro, UK pound and yen as an elite currency in the IMF’s ‘special drawing rights’ that members can access in emergencies. ...
Magellan Investment Partners
Magellan
Investment Theme

LICs under pressure to close discounts

In the past year, LIC discounts have increased, and the IPO market has become more difficult. We've seen a handful of LICs commence windup or restructuring...
+1
Daryl Wilson
Affluence Funds Management
Investment Theme

August preview: lower rates & lower growth

Coming into the August reporting season Australian equities had enjoyed seven months of uninterrupted gains, despite more than 250 profit warnings from ASX-listed...
CCL
COH
+3
Rudi Filapek-Vandyck
FNArena
Expert Insights

The most compelling theme in growth investing

As the cloud computing revolution rolls on, everyone running a business knows that they're now able to cut down on costs such as servers, hardware and IT support. For...
Livewire Exclusive
Livewire Markets
Investment Theme

Podcast - Billionaire stock picker discusses what you should be paying attention to

Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. In this episode of Inside the Rope, Hamish Douglass (Magellan's Chairman, CIO...
David Clark
Koda Capital
Investment Theme

A winning stock in the shift to sustainable plastics

Demand for convenience has seen plastic use multiply and today plastics are fundamental to many aspects of daily life. As consumers we interact with plastics many...
AMC
Blake Henricks
Firetrail Investments
Investment Theme

Tech bubble trouble - but not yet!

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...
Brigette Leckie
Brigette Leckie
Koda Capital
Investment Theme

Data Wars Pose A Threat To Global Growth

Everyone knows that data has become the new oil of the global economy and as a result we have seen the rise of the FAANGs, BATs and more. The megatrend for the next...
Brigette Leckie
Brigette Leckie
Koda Capital
Investment Theme

The opportunity for infrastructure in Canada

Calgary Airport. Source: 4D InfrastructureCanada is a fertile investment ground for global listed infrastructure (GLI) companies, accounting for approximately...
4D Infrastructure
4D Infrastructure
A Bennelong boutique
Investment Theme

A high-conviction play on the emerging consumer

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...
Jeremy Gibson
Munro Partners
Investment Theme

A leverage opportunity in a forgotten thematic

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...
Michael Goldberg
Collins St Value Fund
Investment Theme

Why responsible investing can drive long-term returns

In our March 2018 Observations piece, Can an eye to ESG enhance long-term portfolio performance?, we highlighted the importance of responsible investing...
Scott Haslem
LGT Crestone
Investment Theme

Digging deep for dividends

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...
AWC
BHP
FMG
+5
Peter Gardner
Plato Investment Management
Investment Theme

Cows with guns

They say you are what you eat, if that is the case then "you" are changing or if it's not you then it's your kids. The power of social media and influencers is...
Rod Skellet
Rod Skellet
Mason Stevens
Investment Theme

Three reasons to add corporate loans to your income strategy

Mandatory retirement savings in Australia are worth $2.7 trillion and growing. Equity markets are arguably looking fully priced, particularly as the rhetoric of a...
Andrew Lockhart
Metrics Credit Partners
Investment Theme

Australia: On the front foot for battery storage

Imagine how life in 21st century Australia would be without your personal electronic device such as the smartphone or a laptop computer. Made possible no doubt by the...
GNX
RFX
Rod Skellet
Rod Skellet
Mason Stevens
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