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Investment Theme

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

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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
Expert Insights

Mispricings are rife in this Australian market

Believers in the efficient market theory would tell you that it’s impossible to find mispricing opportunities in a liquid market, but in the opaque world of Australian...
Livewire Exclusive
Livewire Markets
Investment Theme

Livewire Christmas Cracker #4: A hot theme for 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
Investment Theme

From 'made in China' to 'created in China'

I spent the last week in China attending Fidelity’s autos and industrial trip for analysts and portfolio managers, as well attending the Credit Suisse China Conference...
Amit Lodha
Amit Lodha
Fidelity International
Investment Theme

Livewire's Christmas Cracker #1 - 'Next year will be electric'...

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...
AML
Livewire Exclusive
Livewire Markets
Investment Theme

The strongest thematics in small caps today

Small caps have put in more than 12-months’ worth of typical performance so far this financial year, and show no signs of stopping. However, the small end is far more...
NWH
+1
Livewire Exclusive
Livewire Markets
Expert Insights

The problem with Fintech

Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Crown vs Star: Which is the best bet?

They say the house always wins, but with both Crown and Star Entertainment to choose from, which house is the better one to bet on? Crown’s flagship casino in...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Wilson and Aitken dissect Telstra

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had...
TLS
Buy Hold Sell
Livewire Markets
Investment Theme

The Looming Oil Shortage

Four long and mostly painful years. That’s how we feel when reflecting on for Forager’s investments in the oil slick. There have been a couple of successes, one...
Steve Johnson
Forager
Expert Insights

Investing in the future: Trends in technology

Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking advantage of changing consumer preferences

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via...
Livewire Exclusive
Livewire Markets
Expert Insights

Are Caravans cool again?

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major...
Livewire Exclusive
Livewire Markets
Investment Theme

A good week to be thinking about risk

This is a good week to be thinking about risk. A string of natural disasters in the Americas and a potential man-made catastrophe in Asia coincide with the...
Tom Stevenson
Fidelity International
Investment Theme

Ideas for an electrified future

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent...
Livewire Exclusive
Livewire Markets
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