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

Investment Theme

Time to put some money to work

The closure of Cambridge University in 1665 because of the bubonic plague forced Isaac Newton to work from home. There he discovered that white light contained all...
Daryl Wilson
Affluence Funds Management
Expert Insights

Riding towards a $14 trillion market

Autonomous ride-hailing technology has captured the public’s imagination and will present both a paradigm shift in consumers’ everyday lives and a boon for savvy...
Livewire Exclusive
Livewire Markets
Investment Theme

9 reasons this selloff has been so fast

Markets have seen one of their sharpest & fastest selloffs in history. FOMO in January has now been replaced by sheer panic - when you are in the eye of the storm it...
Richard Coppleson
Bell Potter
Investment Theme

Was that the bottom?

This morning the US Federal Reserve has thrown the kitchen sink at the markets – they have cut interest rates to zero (0 to 0.25%) and announced $700bn in money...
Marcus Padley
Marcus Today
Investment Theme

Tracking the Coronavirus (COVID–19)

As growth equity investors, our day job usually involves tracking down great companies that can win in areas of strong structural change. However, as absolute return...
Nick Griffin
Munro Partners
Expert Insights

Never let a good crisis go to waste

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...
Livewire Exclusive
Livewire Markets
Investment Theme

Chris Joye on Coronavirus, property & debt

Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.Chris is of the view that the increased...
David Clark
Koda Capital
Expert Insights

The most important theme in emerging markets today

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...
Livewire Exclusive
Livewire Markets
Investment Theme

The biggest challenge the world faces today

Water scarcity, and the societal risks it poses, is one of the primary challenges faced by the world today. Over two billion people still live in countries...
AMI
+29
Phineas Glover
Phineas Glover
Credit Suisse
Investment Theme

Bulls outnumber bears 3-to-1

In our first reader survey for 2020, we asked you "What is your #1 source of investment ideas and insights" and for your favourite investing podcast. Nearly 1800...
Alex Cowie
Alex Cowie
Expert Insights

3 opportunities created by change

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...
DXN
GMG
NXT
+1
Livewire Exclusive
Livewire Markets
Investment Theme

This is a huge buying opportunity

This is a huge (short term & long term) buying opportunity we are seeing right now. For short term traders we will get a big short term bounce.. but be careful. Last...
BHP
BPT
+10
Richard Coppleson
Bell Potter
Expert Insights

Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...
Livewire Exclusive
Livewire Markets
Investment Theme

Increased market focus on vaccine producers

The recent coverage of Coronavirus has really focused the market’s attention on vaccine producers around the world. Whilst Bavarian Nordic doesn’t produce a...
James McDonald
James McDonald
Pengana Capital Group
Investment Theme

What possibly keeps the FED awake at night.

For the members who preside over the US Federal Reserve (the FED - the central bank for the United States), one might ask what keeps them awake at night. While the...
James Smith
James Smith
Providence Independent Investment Advisory
Investment Theme

Quantum computing would be a world-changing technological leap

Paul Benioff (born 1930) is a US physicist who in 1980 imagined the feats computing might achieve if it could harness quantum mechanics, where the word quantum refers...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

Triple the market impact of the internet

As Douglas Adams put it: "Anything invented after you're 35 is against the natural order of things". As a relatively sprightly 43-year old, I certainly find the scale...
Alex Cowie
Alex Cowie
Investment Theme

The ETF Trends for 2020

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today’s investor can choose...
Global X ETFs
Global X ETFs
Investment Theme

Coronavirus impact going viral

Coronavirus (labelled 2019-nCoV by the World Health Organisation) fears have sent shockwaves through global communities and financial markets in recent days. When the...
Charlie Jamieson
Jamieson Coote Bonds
Investment Theme

10 predictions for the next decade

What an extraordinary decade global markets have enjoyed, since coming out of the global financial crisis in 2009. Global markets have been driven by the US market,...
Garry Laurence
Profeta Investments
Investment Theme

Technology is reshaping modern medicine

The Nobel Prize in Medicine 2019 was awarded to three men for “their discoveries of how cells sense and adapt to oxygen availability”. The Nobel Prize in Medicine 2018...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

India to spend Australia’s GDP on infrastructure

The Indian Government announced a target GDP of US$5 trillion by 2024-25 last year post a landslide election win. This would propel the economy into the top five...
Mugunthan Siva
India Avenue
Expert Insights

5 supertrends for investors to watch

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...
Livewire Exclusive
Livewire Markets
Investment Theme

A Decade in Review - the ASX in the 2010s

Investing in equities is a long game, with share prices in the short-term influenced by market emotions, forced selling, and Trump tweets – factors that often have...
AMC
AMP
+5
Hugh Dive
Atlas Funds Management
2020

2020 Vision: Let the Smog Clear

It’s hard to ignore the chants of thousands of young people outside your office window on a seemingly weekly basis demanding action on Climate Change. We see this and...
Nick Griffin
Munro Partners
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