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Investment Theme

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

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 Financial Group
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
Investment Theme

Key takeaways from the world’s biggest technology show

Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...
Bill Pridham
Ellerston Capital
Investment Theme

Hostages to Fortune: anti-predictions for the 1H 2019

Each half, as part of our outlook for the coming six months, we provide a series of “anti-forecasts” for what will NOT happen over this period. In one sense, this is a...
Chad Slater
Chad Slater
Ellerston Capital
Investment Theme

Amidst the noise, nothing has changed

Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts...
Schroders Australia
Schroders
Expert Insights

Solar has evolved. Has your portfolio?

The price of solar was already falling steadily but then plummeted over the last decade to make it far cheaper than conventional power. John Martin, CEO at New Energy...
Livewire Exclusive
Livewire Markets
Investment Theme

Bank valuations look interesting

For the best part of two decades, Australian banks enjoyed a golden period of share market outperformance. The banking sector was able to deploy significant capital at...
Marcus Bogdan
Blackmore Capital
Investment Theme

On the Oil Rollercoaster

The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016 the price rose to US$85 per barrel last October....
MRM
Alex Shevelev
Forager
Investment Theme

Three reasons why diamond miner Lucapa could sparkle this year

Gem production is ramping up successfully at Lucapa’s Mothae mine in Lesotho, the first international tender for its Lulo alluvial diamonds closes on January 31 and...
BGL
DCN
+3
Barry FitzGerald
Independent Journalist
Investment Theme

Reminiscences of a podcast operator

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes...
ACF
ACR
CGF
Alex Cowie
Alex Cowie
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