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Investment Theme

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

Investment Theme

What makes this industry so resilient?

The personal luxury segment probably doesn’t come to mind when one thinks of resilient areas of the equity market. The industry has unquestionably faced significant...
Matt Reynolds
Matt Reynolds
Capital Group
Funds of the Future

Introducing Livewire’s 2020 Funds of the Future List

There's never been more interest in companies and funds that are focused on investing in growth, innovation, sustainability and impact. Investing in 'the future'...
James Marlay
Livewire Markets
Funds of the Future

Here’s where you’ll find the next generation of disruptors

For growth investors, technology stocks have certainly been the play of the day - or more aptly the ‘play of the decade’. The Nasdaq 100 Index, widely recognised as...
4DX
James Marlay
Livewire Markets
Investment Theme

Recharge your portfolio with battery technology

The future of renewable energy and electric vehicles (EVs) is heavily intertwined with the growing battery technology industry. Batteries are an older technology but...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

The race of China’s autonomous vehicles

In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

An alternative Alternative

Income from all asset classes has been declining for over a decade, and accelerated this year since COVID took hold. From cash to fixed income, property to dividend...
Chad Padowitz
Talaria Asset Management
Investment Theme
Sponsored

Profit can save the planet

The profit motive is often considered negative for the planet given that we've been using resources faster than they can be replenished. But it can also work the other...
Livewire Exclusive
Livewire Markets
Expert Insights

Two good reasons to consider going short in Aussie equities

The Australian market is uniquely concentrated. The top end of the index is dominated by a few big companies, and that’s supported by a long tail of small positions....
Livewire Exclusive
Livewire Markets
Investment Theme

A key to long-term success

The Environmental, Social and Governance (ESG) movement is now more significant than ever. In today’s current climate investors choose companies based on these...
NAOS Asset Management
NAOS Asset Management
NAOS
Investment Theme

Glimpses of 2030: Health care innovation accelerates

Star Trek, the classic sci-fi TV series, depicted a far-off future where space explorers traveled the galaxies equipped with cutting edge technology such as a...
Matt Reynolds
Matt Reynolds
Capital Group
Investment Theme

Who will benefit as COVID-19 drives spending outside cities?

Since the onset of the coronavirus, more people are working from home, and while there will likely be a large-scale return to the office as the health risk subsides,...
James Foreman
Platinum Asset Management
Investment Theme

Dealing with Investment FOMO

Fear Of Missing Out (FOMO). I expect you have all heard this acronym by now. It is certainly alive and kicking in the investment world. Many stocks have skyrocketed in...
Steve Johnson
Forager
Investment Theme

COVID and tech: what have we learned as investors?

Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses...
Denny Fish
Janus Henderson
Investment Theme

The rise of sustainable investing

There has been an increasing demand from socially and environmentally conscious investors for sustainable investment options. One of the big areas to focus on is...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Small caps turned “Upside Down” as fundamentals fly out the window

One of the shows that helped cement Netflix’s popularity as a streaming service is Stranger Things. The science-fiction thriller centres around the rural town of...
ADH
APT
+9
Vishal Teckchandani
Livewire Markets
Investment Theme

Livewire Webinar: Winners and Sinners

As the dust settles on the highly anticipated August 2020 reporting season, it’s time to take stock of the major themes emerging from Australian listed companies and...
Bella Kidman
Bella Kidman
Livewire Markets
Buy Hold Sell

Rotate or stay? Playing the small cap rally’s next phase

Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40%. However, it's evident that the rebound is thus far two-tiered in...
KGN
+4
Buy Hold Sell
Livewire Markets
Investment Theme

Narrative versus the facts

Value investors, value indexes and value stocks have underperformed over the last three years and in 2020. In fact, value strategies across the globe have...
Dr Philipp Hofflin
Lazard Asset Management
Investment Theme

Why gold should always be a portfolio staple

Gold prices have surged to record highs and investors have flocked to hold it as an asset in the uncertainty of the COVID-19 pandemic. But gold is more than a...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Emerging Markets are leading the way in Fintech

The marriage of finance and technology, or fintech, is finding a natural home in emerging markets (EMs), where the penetration of traditional banking and insurance...
Scott Berg
T. Rowe Price
Investment Theme

If you love Woolworths, then ....

In Australia, Woolworths is a household name known to everyone due to its brand and its presence in our daily lives. 20 years ago Woolworths was focused on expanding...
Mugunthan Siva
India Avenue
Investment Theme

The connectivity revolution is only just beginning

The scale of connectivity unlocked by the global tech titans is unprecedented. The breadth, depth and access created by the top seven ‘super platforms’ (Facebook,...
Fidelity International
Fidelity International
Investment Theme

SolarEdge: fair value, exceptional growth

Solar power is now the cheapest form of energy production, second only to wind. Those economics have seen rapid grid defection leading to an increase in grid power...
Will Simpson
Blue Oceans Capital
Investment Theme

Identifying the winners of the digital revolution

While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant...
Andrew Macken
Montaka Global Investments
Investment Theme

Robotics and A.I. leaders spearheading the battle with COVID-19

We have previously highlighted the role of robotics and artificial intelligence (A.I.) technologies in fighting the spread of COVID-19 in an article published on 15th...
Cameron Gleeson
Betashares
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