Home Wires

Investment Theme

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

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
Buy Hold Sell

What’s keeping fund managers up at night?

There is an endless list of risks for investors to consider. But if we acted on every one of them, we’d never stay invested. To help isolate the key risks to consider...
Buy Hold Sell
Livewire Markets
Expert Insights

Emerging markets hitting the sweet spot

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
Livewire Exclusive
Livewire Markets
Investment Theme

Book Number 10 - You Can Be a Stock Market Genius by Joel Greenblatt of Gotham Capital (Revised May 18) 

Over the next ten days, I will review and post my top 10 investing books of all time - starting with number 10. I hope you enjoy the reviews and they provide you with...
Lachlan Hughes
Swell Asset Management
Investment Theme

A looming shortage in an essential commodity

We’ve been making our case on Livewire for investing in oil-related stocks since 2015. It’s been an arduous journey that dates back to 2013, but with the recent oil...
MRM
Steve Johnson
Forager
Expert Insights

Turning investment logic on its head

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...
+1
Livewire Exclusive
Livewire Markets
Investment Theme

Investing in a time of disruption

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...
Amit Lodha
Amit Lodha
Fidelity International
Buy Hold Sell

Small caps: Upgrades are coming

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...
IGO
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Was the 'F' of the FANGs priced for perfection’?

Facebook’s high-profile woes over its collection, storage and use of personal data are a vivid illustration of the extra risk investors take on with any stock that is...
Nick Kirrage
Schroders
Buy Hold Sell

When will telcos bottom?

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is...
TLS
Buy Hold Sell
Livewire Markets
Investment Theme

Investors must tread carefully

On the back of the worst March quarter since 2008, indicators show the end of the current cycle is in sight. Trump’s jostle with China is more of a concern than his...
Simon Doyle
Schroders
Investment Theme

What's keeping investors awake right now?

Every three months I knock on my colleagues’ doors and ask them what they’re thinking about the markets. It’s interesting to hear what’s keeping them up at night. Even...
Tom Stevenson
Fidelity International
Investment Theme

A new generation learns about nickels and steamrollers

You are probably wondering what the hell happened this week. Friday’s relatively minor retreat in global stock markets – apparently due to increasing concerns about...
Steve Johnson
Forager
Investment Theme

Why even small panics matter

Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of Sydney in the 2008-10 ‘downturn’. I use inverted commas...
Gareth Brown
Forager
Buy Hold Sell

Battle of the big-caps: Banks vs resources

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks...
BHP
+4
Buy Hold Sell
Livewire Markets
Investment Theme

Hot thematics and how to approach them

Thematic investing takes advantage of correctly predicting future trends, and the significant capital flows they can subsequently generate. For example, if you...
Livewire Exclusive
Livewire Markets
Investment Theme

Our 2018 investment anti-forecast – Forget forecasts

It is a continuing curiosity of investing that people can be so obsessed with trying to predict the future yet at the same time find it so difficult to think beyond...
Nick Kirrage
Schroders
Investment Theme

True or False? 5 big issues for 2018

In part three of Livewire’s ‘Predictions and Top Picks’ series, our panel of experts tackle five big questions for the year ahead. Will Australian inflation pick up?...
+3
Livewire Exclusive
Livewire Markets
Expert Insights

An investor's guide to artificial intelligence (AI)

At Livewire’s 2017 investor forum, artificial intelligence (AI) was pegged as the #1 theme that investors need to be aware of. We're already seeing the impacts in our...
BHP
+2
Livewire Exclusive
Livewire Markets
Investment Theme

Livewire Christmas Cracker #9: Three thematics to get a boost in 2018

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our contributors. These will be diverse and could...
Livewire Exclusive
Livewire Markets
1151-1175 of 1204