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Investment Theme

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

Expert Insights

Two key areas of opportunity

Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

Opportunities in China and India

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...
Livewire Exclusive
Livewire Markets
Investment Theme

The multi-billion dollar opportunity for alternative lenders

Alternative lenders have been one group to benefit from the fallout of the Royal Commission. In this exclusive interview, Andrew Schwartz, Group Managing Director at...
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Livewire Markets
Expert Insights

Finding ‘the next Facebook’

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners,...
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Livewire Markets
Expert Insights

One thematic to play the election cycle

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...
ABC
BLD
+1
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Livewire Markets
Expert Insights

An ‘absolutely massive’ investment thematic

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...
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Livewire Markets
Expert Insights

How much left of this bull market?

This bull market is now one of the oldest on record, yet reasons to be wary of it are growing. We sat down with Matthew Haupt, Portfolio Manager at Wilson Asset...
WLE
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Livewire Markets
Expert Insights

The big trends in dividends

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...
BHP
FMG
RIO
Livewire Exclusive
Livewire Markets
Investment Theme

Being an obvious idiot: the toughest part of being a Value Investor

Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you do something, you are usually going against...
Steve Johnson
Forager
Buy Hold Sell

The end of the mining cycle?

After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit...
+3
Buy Hold Sell
Livewire Markets
Investment Theme

Disruptive Innovation Could Add Fuel to This Bull Market

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked...
Nikko AM
Nikko AM
Amova AM
Expert Insights

A profound med-tech breakthrough

Catherine Wood, CEO and CIO at ARK Investment Management (ARK), invests on the cutting edge of robotics, energy storage, next-generation internet and blockchain...
Livewire Exclusive
Livewire Markets
Expert Insights

Why is energy such a burning issue?

With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment...
BPT
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Housing credit crunch

Freely available credit has long helped fund a love affair with property investment, with Australian household leverage up 23 of the last 25 years. Hamish Chalmers...
CSR
NCK
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Livewire Markets
Investment Theme

The Importance of Corporate Culture in Investing

Environmental, Social and Governance (ESG) investing has been in a structural growth phase for some years now. A report by the Responsible Investment Association...
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

The market’s most disruptive innovations

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The pros and cons of offshore earners

Offshore earning companies offer leverage to larger markets with the potential kicker in the form of a currency tailwind. The AUD has fallen from above 80 cents in...
IPH
+2
Livewire Exclusive
Livewire Markets
Investment Theme

Eye on the tiger

Once upon a time it was said that all roads lead to Rome but today it’s probably more suitable to say they lead to China, both figuratively and literally. The last...
Catherine Yeung
Fidelity International
Investment Theme

The biggest opportunity for the next 30 years

Over the last 30 years, the financialisation of the world, combined with falling bond yields, has created amazing returns for investors positioned to benefit. Peter...
AMP
Livewire Exclusive
Livewire Markets
Investment Theme

Investing in the real China story

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is...
Livewire Exclusive
Livewire Markets
Investment Theme

Odd odds at the World Cup

As my friends cruelly continue to remind me, my country sadly didn’t qualify for the Russia edition of the FIFA World Cup. But who said that a World Cup without Italy...
Alvise Peggion
Alvise Peggion
Forager Funds
Investment Theme

Credit Availability IS Australia’s House Prices

I have a friend who is mildly wealthy but not gainfully employed. He has been a customer of the same bank for the past 40 years. Like me, he doesn’t own a house....
Steve Johnson
Forager
Investment Theme

Artificial intelligence: it's not the future, it's now

AI is on the verge of transforming the lives of millions of people in their workplace and at home. From driverless cars to machines that converse with humans, advances...
Paul Hennessy
Capital Group
Investment Theme

The clearest trends worth talking about

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund...
Jeremy Podger
Jeremy Podger
Fidelity International
Investment Theme

United Kingdom: Forgiving market

The United Kingdom has become a particularly fertile hunting ground for the Forager International Shares Fund in a Brexit-tainted world. Six of the Fund’s 10 largest...
Gareth Brown
Forager
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