Home Wires

Investment Theme

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

Investment Theme

Searching for growth in a low-growth world

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...
Mark Arnold
Mark Arnold
Hyperion Asset Management
Investment Theme

The Australian tech story - from little things big things grow

Globally, and particularly in the U.S., technology companies have been the driver of equity market returns for the last 10 years, with a rotation away from traditional...
APT
APX
CAR
+7
Betashares .
Betashares
Investment Theme

A mission-critical service that underpins all technology businesses

Technology is playing an ever-greater role in our lives, as businesses and the global economy increasingly move online. This structural shift has been accelerated by...
APT
Ilan Israelstam
Betashares
Investment Theme

What we learned from Wirecard – does your ethical ETF pass the pub test?

In late June, German payments giant Wirecard filed for insolvency, owing creditors almost $5.8 billion. The company’s collapse came a week after its auditor, Ernst and...
Betashares .
Betashares
Investment Theme

Investing in the vaccines of tomorrow: the case for biotechnology

Technology may typically be thought of in terms of computers and communications but its use in the sphere of biotechnology is saving lives and changing how we treat...
COH
CSL
+1
Global X ETFs
Global X ETFs
Rapid Fire

The winners and losers from this crisis

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...
Patrick Poke
Livewire Markets
Investment Theme

An unexpected place to find income

It's been a turbulent year for the retail sector with the large dispersion between different parts of the market. Recently, we've seen a number of updates. ...
ADH
JBH
+6
Peter Gardner
Plato Investment Management
Investment Theme

Uncertain about property prices? Head up the capital stack

Akin to the debate over the shape of the economic recovery, the big question for the Australian housing market isn’t if prices will fall. It’s by how much, and more...
Vishal Teckchandani
Livewire Markets
Rapid Fire

Investing in uncomfortable opportunities

What one investor may consider a contrarian idea now, may have incredible rewards in the future. Take SEEK for example, a contrarian idea back in 2014, yet now...
LLC
QAN
SEK
+1
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Building your portfolio in a FOMO economy

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...
APT
+7
Livewire Exclusive
Livewire Markets
Investment Theme

Future Fund Wisdom & Smart Investing w/Stephen Fitzgerald

Who better to explain the principles of successful investing than former Future Fund Guardian and former Chairman of Goldman Sachs Australia & New Zealand? In this...
David Knowles
David Knowles
Koda Capital
Investment Theme

Two tech trends soaring in Asia

Asia is currently undergoing rapid levels of industrialisation and urbanisation, as well as income growth, wealth accumulation, population growth and favourable...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

The Precedence of Quality in Unprecedented Times

As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ has arguably become a cliché. Whilst admittedly there would be few of us...
Alistair Mills
Alistair Mills
Betashares
Investment Theme

Conflicted Advice Wins, Consumers Lose

This week the Federal Government released the draft regulations and an explanatory statement for its plan to ban commissions on LIC/LIT fees. The Federal Government...
Jonathan Rochford
Narrow Road Capital
Buy Hold Sell

Making sense of this stunning rally

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...
+3
Buy Hold Sell
Livewire Markets
The Rules of Investing

The $200 billion opportunity to power Australia's future

In Australia, just 20 coal-fired power stations remain operational today. That number is set to fall dramatically over the coming decade; by 2030, 55% of Australia’s...
The Rules of Investing
Livewire Markets
Rapid Fire

Volatility isn’t same thing as risk

When it comes to emerging markets, a preconceived notion among Australians is that the asset class is "too risky". But Edward Su and Michael Roberge, Co-Managers of...
Vishal Teckchandani
Livewire Markets
Investment Theme

Where performance and quality meet

The volatility in markets this year, at a time of rising fear and panic over the COVID-19 outbreak, has led many investors to take an immediate focus on capital...
Scott Haslem
LGT Crestone
Investment Theme

Risk Management for Finance and Investment Committees

If you're on a committee and you're responsible for managing investments on behalf of other people, this practical checklist is for you. It's designed to make sure you...
David Knowles
David Knowles
Koda Capital
Investment Theme

Why these three market legends are bearish

Why are Geoff Wilson, Phil King and David Paradice all bearish on the market? Do they think there are better opportunities offshore or in Australia? Which sectors and...
Future Generation
Future Generation
Investment Theme

The generational opportunity in renewables

The Australian Energy System faces a generation dilemma, in both senses of the word. First, from an electricity generation perspective, the inevitable shut down of...
Andrew Walton
Octopus Investments
Investment Theme

Investing in Asia's Consumption Growth

Please join me and Sol Ahn, Co-Portfolio Manager of Mirae Asset Asia Great Consumer Equity Fund in a webinar on Tuesday 16 June 2020 at 12.30pm (AEST). We will be...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

A $57 billion trend

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented.The...
Joohee An
Joohee An
Mirae Asset Management
Investment Theme

3 ETFs hitting the sweet spot for value and growth

In the HBO documentary ″Becoming Warren Buffett,” the billionaire compares investing to playing baseball.“The trick in investing is just to sit there and watch pitch...
Vishal Teckchandani
Livewire Markets
Investment Theme

Banks perform badly with a flat yield curve or a debt crisis, Australia faces both

(Ed’s Note: We asked two of our contributors who have strong views on banks to produce a bear versus bull case on this critical sector for income investors and SMSFs....
+1
Damien Klassen
Nucleus Wealth
1126-1150 of 1409
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