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Investment Theme

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

Investment Theme

Geopolitics and investment opportunity

Geopolitics now dominates debate in the financial market. I agree that it matters, but frame the underlying thematic differently to most.
Kingsley Jones
Jevons Global
Investment Theme

The golden age of biotech is coming – are you ready?

Advances in healthcare are one of the greatest advantages of the times we live in and it's only getting more exciting (and profitable).
Sara Allen
Livewire Markets
The Pitch

How this CIO turns inefficiency into opportunity

Westpac Private Bank's Chief Investment Officer George Toubia shares his big-picture views on markets.
Chris Conway
Livewire Markets
Investment Theme

Why ASIC is determined to provide a fair go for Australian investors

Fair and functioning markets are critical - find out what ASIC is doing to promote them.
Chris Conway
Livewire Markets
The Pitch

The big investment themes to drive markets for the next decade

Forget chasing fads. Taking a thematic view is key for Westpac Private Bank’s George Toubia.
Chris Conway
Livewire Markets
Investment Theme

Why Howard Marks says uncertainty can be an investor's saving grace

Making predictions, remaining humble, and admitting uncertainty are three key themes this legendary investor touches on in his latest memo.
Hans Lee
Livewire Markets
Investment Theme

The crucial role of debt in the capital stack for commercial real estate projects

In a world of financing real estate projects, particularly in the CRE sector, a strategic interplay of financing strategies is essential.
Alan Greenstein
Zagga Investments
Investment Theme

Positioning portfolios as cyclical recovery hopes fade

Is it time for investors to rotate out of cyclicals and into more defensive asset classes?
Cameron McCormack
VanEck
Investment Theme

What is the "Great Rotation" and what could it mean for you?

There has been lots of talk about "The Great Rotation" in the US after last week's CPI data. Here, we unpack what it all means.
Chris Conway
Livewire Markets
Investment Theme

Strategic shifts: The growing allure of Australian real estate private credit

In recent years, the explosion of family offices across the Asia-Pacific region, including Australia, has captured significant attention.
Alan Greenstein
Zagga Investments
Investment Theme

NATO has a 75th Birthday plan... buy more weapons

There is no obvious plan to end the Russia-Ukraine war, but plenty of active plans to prolong it.
Kingsley Jones
Jevons Global
Investment Theme

The big calls of 2024 – where are they now (and what’s next?)

Inflation remains the main game, and other key insights from Fidelity and Tyndall Asset Management
+3
Glenn Freeman
Livewire Markets
Investment Theme

Commercial real estate debt funds: An alternative strategy for income-seeking investors

Income-seeking investors are constantly searching for reliable avenues to generate consistent returns.
Alan Greenstein
Zagga Investments
The Rules of Investing

3 compelling long-term ETF ideas for investors still on the sidelines

Global X ETFs' Scott Helfstein explains why he is more bullish than bearish, and shares a handul of ideas to participate.
The Rules of Investing
Livewire Markets
Investment Theme

Bucking the downturn – how this fund returned 16% last year

Future Generation's investment performance continues to power ahead despite cost-of-living pressures and other market challenges
Future Generation
Future Generation
Rapid Fire

How holding fewer equities, even when markets are flying, can improve your returns...

And really turbocharge them should volatility return with vengeance
Chris Conway
Livewire Markets
Investment Theme

It's time to start deploying those stockpiles of cash

A brighter global outlook emerged in 2024 despite some disappointing news along the way, with further room for upside in 2025
Ronald Temple
Lazard Asset Management
Investment Theme

What’s ahead for investors in the second half of 2024 (and beyond)?

A handy reference source for some of the global financial industry’s mid-year outlook statements
Glenn Freeman
Livewire Markets
Rapid Fire

Where Ellerston finds stocks with upside that is triple the risk

Ellerston Capital's Alexandra Clarke reviews the past six months and what it may tell investors about the second half of 2024
360
ZIP
Glenn Freeman
Livewire Markets
Investment Theme

The “unprecedented potential” of these assets (and 2 long-term investments)

Five V Capital and Palisade Investment Partners provided exclusive insights ahead of the Pinnacle Investment Summit 2024
Glenn Freeman
Livewire Markets
Investment Theme

How to be an all-weather investor with ETFs

Understand the four stages of the economic cycle and the long-term performance of two key factors—quality and value.
Arian Neiron
VanEck
Investment Theme

The company at the intersection of three megatrends

A deep dive into a Canadian company that might be in all the right places at the right time.
Xinyu Ru
Fawkes Capital Management
Investment Theme

How to invest amid the “shifting sands” of mega-cap tech

Janus Henderson's Denny Fish provides new insights on AI, including how his team finds opportunities and identifies threats on the horizon
+3
Glenn Freeman
Livewire Markets
Investment Theme

Not all Megatrends are listed on the NYSE

Global healthcare awareness is on the rise. However, the winners in this segment may not be in traditional areas!
Mugunthan Siva
India Avenue
Investment Theme

Dr Don Hamson: The dividend outlook isn't as bad as you might fear

The Plato Investment founder weighs in on the local economy and argues things aren't as bad as many think
ORG
Glenn Freeman
Livewire Markets
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