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Investment Theme

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

Rapid Fire

Podcast: The hottest investment theme on Earth

When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might...
The Rules of Investing
Livewire Markets
Investment Theme

Constrained supply is driving iron ore prices higher

Alex discusses BHP's earnings results on CNBC and how iron ore prices are rising because of constrained supply, rather than increased demand from China: ...
BHP
Leyland Private Asset Management
Trusted and Confidential Asset Management Advisors
Investment Theme

Uranium – the bull market has already started

Wouldn’t it be nice to find a market to invest in in which the demand has been increasing constantly, supply is being cut and the cost of production is pretty much...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Investment Theme

Global dividends surge to new record in 2018, with more growth in 2019

According to the latest edition of the Janus Henderson Global Dividend Index (Index), global dividends finished 2018 at a new record high, as a strong fourth quarter...
Jane Shoemake
Janus Henderson
Investment Theme

In the driver's seat with Elon Musk

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their...
Alex Cowie
Alex Cowie
Investment Theme

Miners Regain Their Appetite

The mining industry collectively had to address a range of issues to ensure survival between circa 2011 and 2015. Having met the top of the market with bloated...
Hedley Widdup
Lion Selection Group
Investment Theme

The innovations leading the most transformative period in history

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for...
Nikko AM
Nikko AM
Amova AM
Buy Hold Sell

Ranking the banks after the Royal Commission

With the dust settling from the final report of the Financial services Royal Commission, we took the opportunity to ask Ben Rundle from NAOS Asset Management and...
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Investing through the lens of disruption and change

In just under five months Loftus Peak will have been operating for five years, so it seems like a good time to review some of the more important positions for us -...
Alex Pollak
Loftus Peak
Investment Theme
Sponsored

Ellerston Asian Investments Options – Act now

Ellerston Asian Investments Options (ASX:EAIO) will cease trading on the ASX on the 22nd of February and expire at 5pm AEDT on the 28th February 2019. Ellerston...
Livewire Exclusive
Livewire Markets
Investment Theme
Sponsored

Access a 7.1% yield with growth potential

It’s a difficult market to find value. However APN’s Regional Property Fund offers investors a way to access an attractive yield, with the added potential for capital...
Tom Forrest
Tom Forrest
APN Property Group
Investment Theme

Stocks and themes that stood out in week 1

Welcome to Nikko Asset Management’s 4 Minute reporting season wrap up on the week that was in Australian markets, and what we are reviewing in the week ahead. ...
AMP
BHP
CYB
+5
BRAD Potter
Tyndall AM
Investment Theme

Detroit: on the move again

Steve and I recently attended an auto conference in Detroit. After years of flying high cyclically, stocks in the auto sector have sold off heavily recently. We’ve...
Gareth Brown
Forager
Investment Theme

Stocks edge lower but aged care providers defy the RC & rally

A fairly lacklustre open to the trade this morning with the market trying to take the high road before succumbing to selling, mainly focussed in the banks following...
EHE
JBH
+1
James Gerrish
Market Matters
Investment Theme

Only two things matter for housing this year

In early 2018 I wrote on Livewire that the year ahead would be a mixed bag for housing, as tightness in markets like Hobart contrasted the negative outlook for Sydney,...
Pete Wargent
AllenWargent Property Buyers
Investment Theme

Reporting season ramps up, RBA turns cautionary

The market crept higher again today, continuing with the momentum gathered yesterday, albeit at a slower pace. The banks dragged however that was offset by some decent...
COL
James Gerrish
Market Matters
Investment Theme

Banks push ASX 200 back up through 6000

Bang…some massive pent up buying / or short covering, probably both playing out in the banking space today as the market clearly voted with its feet, jumping boots and...
+4
James Gerrish
Market Matters
Investment Theme

What stocks (other than banks) could be impacted by the Royal Commission Report

While the focus is squarely on the banks, there are other areas that may be impacted, some more aggressively so. This obviously includes mortgage brokers such as...
APT
James Gerrish
Market Matters
Buy Hold Sell

Two different approaches to navigating 2019

If you found that last few months of 2018 a bit testing on your nerves, I can assure you that you’re not alone. It seems to have taken equity investors a few extra...
Buy Hold Sell
Livewire Markets
Investment Theme

Esports are a rising phenomenon

The contact team sport kabaddi that started in India, sepak takraw or kick volleyball that originates from Southeast Asia, dragon boat racing, taekwondo, five...
Magellan Investment Partners
Magellan
Investment Theme

10 of the most 'liked' investment strategy wires of 2018

The whole Livewire team is laser-focused on constantly improving your user experience, with relevant, readable content at the heart of that experience. To ensure the...
Alex Cowie
Alex Cowie
Expert Insights

What does cheap solar mean for utilities?

Solar is now viable at $50 a megawatt hour, half the wholesale price. Many investors don’t realise just how cheap solar has become, because the fall in price has been...
AGL
ORG
Livewire Exclusive
Livewire Markets
Investment Theme

Australia is heading for a housing-driven economic slowdown

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...
Tim Hannon
Tim Hannon
Conrad Capital Group
Investment Theme

The rise of Afterpay, Zip, and the Neobanks

Given the reputational damage suffered by the big four Australian banks throughout the Banking Royal Commission hearings, many bank customers and investors are looking...
APT
Jack Copeman
Jack Copeman
Investment Theme

It's a very good time to be an Australian gold producer

Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold...
AMI
DCN
+7
Rob Tucker
Chester High Conviction Fund
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