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Investment Theme

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

Expert Insights

The next big thing for income investors

The emergence of renewable energy as an asset class in Australia presents an exciting new potential opportunity for income investors seeking high and stable yields in...
Livewire Exclusive
Livewire Markets
Investment Theme

A makeover for China’s cosmetic industry

The cosmetic industry is consistently trying to adapt products against dynamic and fiercely competitive environments in the hope of capturing that extra edge in market...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

The New Normal

“We reiterated in very strong terms our offer, we come down a trillion from our top number, which is three, four. They go up a trillion from their top number, which...
David Rosenbloom
David Rosenbloom
ICN Consulting
Investment Theme

Reporting season’s key alpha generator

Welcome to the third episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
BHP
BLD
+5
BRAD POTTER
BRAD POTTER
Tyndall AM
Investment Theme

Time for India to Step Up

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...
Mugunthan Siva
India Avenue
Investment Theme

Is robo-advice the future of financial planning in Australia?

The future of financial planning may feel uncertain at the moment, off the back of a raft of significant reforms and large numbers of financial advisers leaving the...
Global X ETFs
Global X ETFs
Investment Theme

Who can mass produce vaccines?

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...
Aran Nagendra
Aran Nagendra
India Avenue
Investment Theme

Short-term sugar hit for banks

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
+1
BRAD POTTER
BRAD POTTER
Tyndall AM
Investment Theme

Telehealth: The hero Australia deserves or just the one it needs right now?

In one of the most significant events in digital health history, the merger of two of the largest publicly traded virtual care companies, Teladoc (NYSE: TDOC) and...
Stew Glynn
TEN13
Investment Theme

5G - a balm for the COVID-stricken world?

The transition to 5G has created headlines – less for the potential it offers, more for the ‘who builds the network’ question. The two are intrinsically linked though....
Global X ETFs
Global X ETFs
Investment Theme

The once-in-a-decade opportunity in infrastructure

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...
ALX
SYD
+1
Tim Humphreys
Ausbil
Investment Theme

Are we sacrificing tomorrow for today?

Tom Moore of Bedfordshire sought to raise 1,000 pounds to help the UK’s National Health Service cope during the coronavirus pandemic. He decided to walk 100 times back...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

US dollar breaking down, gold and the $A breaking up

The price of gold has now broken out to a record high and the Australian dollar has risen 30% from its coronavirus panic low in March and broken above $US0.70. What’s...
Shane Oliver
AMP
Investment Theme

Where to invest if you’re a bull or a bear

In Livewire's Bull versus Bear series, our experts outlined their case for where they feel the market is heading: is it going to stay strong, or collapse in a heap? In...
AMC
+7
Bella Kidman
Bella Kidman
Livewire Markets
Investment Theme

One thematic investors can't ignore

The delivery of education using technology (EdTech) has become a powerful investment theme, amplified by the lockdowns caused by Covid-19. Remote learning is not only...
Andrew McAuley
Credit Suisse
Investment Theme

Listed infrastructure will reward the patient investor

The covid-19 pandemic has reverberated through the global economy, corporate profits and consumer confidence, and caused investors to recast their return expectations...
Gerald Stack
Gerald Stack
Magellan Investment Partners
Investment Theme

Bulls are bucking, bears are hunting

Since 23 March lows, my colleagues Patrick Poke and Vishal Teckchandani have regularly argued their case for markets on our Zoom catch-ups. Vishal, a steadfast bull,...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

A once-in-a-generation opportunity

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...
Livewire Exclusive
Livewire Markets
Investment Theme

Good portfolio hygiene – three tips to take advantage of volatility

Investment markets have been very volatile over the past few months and looking forward towards the upcoming Australian company reporting season in August, could have...
Camilla Love
eInvest
Investment Theme

How to identify quality in the payments sector

The payments industry is gradually emerging as one of the most attractive parts of the financial technology (Fintech) world. Prior to COVID-19, approximately 50% of...
Bruno Paulson
Morgan Stanley IM
Investment Theme

Greetings from 2030: Growth investing for the next decade

Companies go through life cycle changes just like people do. Where individuals can experience childhood, college, raising children and having careers, companies might...
Matt Reynolds
Matt Reynolds
Capital Group
Buy Hold Sell

Predicting the winners and losers of earnings season

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...
CSL
+3
Buy Hold Sell
Livewire Markets
Investment Theme

Will the Pandemic Change our Spending Habits Long Term?

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...
James Halse
James Halse
Platinum Asset Management
Investment Theme

The changing face of leveraged investing in Australia

Products like margin loans and contract for difference (CFDs) may have been the traditional face of leveraged and inverse investing, but the emergence of leveraged and...
Global X ETFs
Global X ETFs
Investment Theme

“Guochao”: The rise of homegrown Chinese labels

“Guo” stands for country, “Chao” taken from “Chao Liu,” meaning fashionable. Combined - “Guochao” in China, has become a buzzword ever since domestic sportswear brand...
Joohee An
Joohee An
Mirae Asset Management
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