Home Wires

Investment Theme

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

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 Financial Group
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
Investment Theme

A rolling bubble gathers no moss

Over the last 400 years, there has been no shortage of bubbles in various markets, ranging from Tulips in Amsterdam (1600s) to US dot.com stocks (2000). Thankfully,...
APT
Tony Sutton
Sintra Capital
Investment Theme

How to get lower costs and higher returns

The property sector is one of Australia’s largest carbon emitters, contributing more than 20% of Australia’s greenhouse gas emissions. In fact, the buildings we live...
DXS
MGR
SGP
Matthew Coleman
Matthew Coleman
Dexus
Rapid Fire

The biggest themes in global natural resources today

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...
Alex Cowie
Alex Cowie
Investment Theme

A look into the world's innovation lab

In the late twentieth century the emerging economies operated much as they had in the early twentieth century. The largest sector in the MSCI Emerging Markets Index,...
Robert Horton
Robert Horton
Lazard Asset Management
Investment Theme

AI: How the enlightenment ends

In the Wisconsin city of La Crosse in 2013, Eric Loomis, then in his early 30s, pleaded guilty to eluding police in a stolen car (while denying any role in a drive-by...
Magellan Financial Group
Magellan
Investment Theme

What the 5G revolution means for the telco sector

5G is the next generation of mobile communications technology and has the potential to be a game changer – but what is it and how does it work? In this podcast, we...
TLS
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Investment Theme

Part 2: A primer on the broader effects of vehicle electrification – who pays the electricity piper?

In the first part of this two part series, we looked at how Electric Vehicle battery prices can't be expected to fall forever. In part two, we look at the broader...
PM Capital
PM Capital
Investment Theme

5 key themes for Global Markets

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in...
Jay Kumar
Foresight Analytics
1051-1075 of 1215