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Investment Theme

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

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
Investment Theme

After the volatility, who makes the cut?

What should be made of all this volatility? Is it logical for the global markets to be down 5% one day, and then up the same amount the next? And then to repeat the...
Alex Pollak
Loftus Peak
Investment Theme

Resurgent gold price to support mining activity in 2019

A softening Fed outlook and increased global growth concerns have improved sentiment towards gold markedly over the last month. While the share prices of Australian...
Sam Berridge
Perennial Value Management
Investment Theme

Plenty of catching up for midcap gold stocks

Over the last couple of months, we have seen a clear lift in interest in the gold sector, in our view driven by a number of factors. 1. Diversification and...
DCN
+5
David Coates
Bell Potter
Investment Theme

The Goldilocks Crop

In pre-industrial times, the influence of climate and weather on human societies was readily apparent to the World’s predominantly rural populations: inclement weather...
RFF
WBA
Patrick Fresne
Patrick Fresne
Goldandrevolution.com
Investment Theme

4 topics of interest at JCP in 2019

There are several areas of analysis that have stirred debate at JCP as we head into 2019, and each appears to carry a bit more bite than in standard years. These...
APX
CAR
+12
JCP Investment Partners
JCP Investment Partners
JCP Investment Partners
Investment Theme

The Upcoming Lost Decade

Deeply embedded human behaviours will ensure that everything in finance will always be cyclical. After a sustained period of good times, the cycle is turning, and...
Weimin Xie
Weimin Xie
MX Capital
Investment Theme

A busy year for takeovers

Despite continuing equity market volatility and ongoing geo-political uncertainty (both domestically and overseas), corporate activity again remained elevated towards...
+3
Andrew Mitchell
Ophir Asset Management
Buy Hold Sell

5 big issues for investors in 2019

There’s no shortage of big-picture issues playing on investors' nerves right now. Macro and geopolitical forces have a firm grip on sentiment, and 2018 will be...
AMP
Buy Hold Sell
Livewire Markets
Rapid Fire

Fresh ideas from Future Generation

This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation...
CSL
+3
Livewire Exclusive
Livewire Markets
Rapid Fire

China: Will they have the last laugh?

Two of the world’s largest economies are going head-to-head and investors are fretting. Will the United States and China make a deal? Will tensions ensue and tariffs...
Livewire Exclusive
Livewire Markets
Investment Theme

The global consolidation wave in 5 charts

As a wave of mergers and acquisitions has swept the business world in recent years, more industries have come to be dominated by just a few massive companies. In many...
Paul Hennessy
Capital Group
Rapid Fire

Seb Beloe: 3 big themes for the long-term

WHEB Asset Management is a UK based fund manager at the forefront of the growing movement in Impact Investing, they are also leaders in measuring the impact associated...
Livewire Exclusive
Livewire Markets
Investment Theme
Sponsored

Battle tested for market stress

Given recent market volatility, Christian Obrist, Head of iShares for Australia recently told Livewire; “ETFs have already been battle-tested. If you look at the...
iShares by Blackrock
Blackrock
Investment Theme

AI - A generation-shaping thematic

One of the challenges with artificial intelligence (AI) is that its implementation is so ubiquitous and its applications so broad that it’s easy to be over-awed by its...
Todd Hoare
Todd Hoare
LGT Crestone
Investment Theme

$5 trillion in ETFs and growing

The growth of Exchange Traded Funds has seen the value of funds under management pass US$5 trillion on a global basis, and A$40 billion within Australia. We spoke with...
Livewire Exclusive
Livewire Markets
Investment Theme

Inflation, not Recession, the Big Risk for Investors

Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is trading at 6 to 8 times earnings. These sectors are...
Steve Johnson
Forager
Investment Theme

Wilson: 25,000 reasons to stop changes to dividend imputation

Labor’s proposal to scrap franking credit cash rebates has been one of the most divisive and important topics of debate for Livewire readers. Earlier this week Geoff...
WAM
WLE
WMI
Livewire Exclusive
Livewire Markets
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