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Investment Theme

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

2020

Greta. Get used to more of her

There’s a pre-Greta world and a post-Greta world. In the post-Greta world, 11-year-old trick-or-treaters now knock on my door with plaited hair for Halloween. Whilst a...
Chad Slater
Chad Slater
Ellerston Capital
Investment Theme

Should we believe in the Santa rally?

In the same way that their children wait on its mythical namesake, a lot of investors will head into the Christmas-New Year period hanging out for the proverbial Santa...
Shane Oliver
AMP
Investment Theme

4 keys to post-retirement investing

Many people are familiar with investing for retirement — accumulating assets for future use — but investing in retirement tends to receive less attention. Indeed,...
Matt Reynolds
Matt Reynolds
Capital Group
2020

Get ready to invest in Chinese unicorns

China has recently galloped ahead of the US in terms of the number of unicorns. According to the Hurun Global Unicorn List 2019, there are currently 206 unicorns in...
Mary Manning
Alphinity Investment Management
2020

Be on the right side of innovation in 2020

I founded ARK Invest to focus solely on disruptive innovation, primarily in the public equity markets because I believe that innovative public companies with...
Catherine Wood
ARK Invest
2020

Preparing for the great wildebeest migration

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...
Troy Angus
Troy Angus
Paradice Investment Management
Investment Theme

'Defence wins championships'

True to its name, the defence sector has historically displayed defensive investment qualities in times of difficulty. Coming as a surprise perhaps, during five of the...
ASB
CDA
+1
Josh Terlich
Josh Terlich
Mason Stevens
Investment Theme

Just Zip It

The buy now pay later space has grown rapidly in Australia over the past 2 years. The number of users has increased from circa 400,000 in 2015/2016 to approaching 2...
APT
+2
Rod Skellet
Rod Skellet
Mason Stevens
2020

Don't ignore growth stock volatility

We have made regular comments regarding the plethora of domestically listed companies exhibiting excellent business models, exceptionally competent management, yet...
Rhett Kessler
Pengana Capital Group
2020

Will 2020 be the year for value stocks?

The valuation premium for quality and growth has hit new decade highs, driving the ASX200 average forward PE to sit ~14% above the 20-year average. But the average...
BRAD POTTER
BRAD POTTER
Tyndall AM
Investment Theme

A week on the ground in Hong Kong

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Investment Theme

The big picture for the big miners

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...
BHP
FMG
+2
Alex Cowie
Alex Cowie
Investment Theme

A golden era for active managers is coming

“Performance lagging”, “clients exiting” and “funds closing” – the constant barrage of reports and articles about the demise of the active fund manager is relentless....
Pengana Capital Group
Pengana Capital Group
Investment Theme

A $38 billion record day

Diapers and baby goods seem incongruous with the original concept of Singles’ Day, a retail ‘holiday’ conceived by Chinese ecommerce giant Alibaba in 2009 to give...
Fidelity International
Fidelity International
Expert Insights

Are renewables infrastructure’s black gold?

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...
Livewire Exclusive
Livewire Markets
Expert Insights

The most contrarian sector in the market

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...
Livewire Exclusive
Livewire Markets
Investment Theme

Small stocks with big opportunities

Holding a microcap that makes it all the way to mid-cap, or big-cap territory, is how you get a ten-bagger, or even a hundred-bagger. The odds are low of course,...
Livewire Exclusive
Livewire Markets
Expert Insights

The essentials of essential infrastructure stocks

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...
Livewire Exclusive
Livewire Markets
Investment Theme

Renewables give infrastructure an energy boost

Australia’s infrastructure boom, with its $58 billion pipeline designed to provide for the country’s growing communities, has made the sector one of the...
Livewire Exclusive
Livewire Markets
Investment Theme

Australians haunted by possibility of recession

An analysis of Google search trends suggests that Australians are increasingly becoming concerned about the outlook for the economy, with the number of searches for...
Anthony Doyle
Anthony Doyle
Firetrail Investments
Investment Theme

"Penniless at 100" is the new black

Let's take a baseline retiree as an example – An 70 to 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They...
TLS
Marcus Padley
Marcus Today
Investment Theme

Are You Investing in Your World ?

It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television and computers, has increased...
Anshu Sharma
Loftus Peak
Collections

Is the WAAAX melting?

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...
APT
APX
Alex Cowie
Alex Cowie
Investment Theme

Brexit's impact on the ASX

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...
BHP
CPU
+9
Hugh Dive
Atlas Funds Management
Buy Hold Sell

IPOs: 'Forecasting the dream'

In 2017, WeWork's CEO said, somewhat emblematically: “Our valuation and size today are much more based on our energy and spirituality than on a multiple of revenue"....
Livewire Exclusive
Livewire Markets
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