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Investment Theme

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

Investment Theme

Charting the Semiconductor industry’s next decade of growth

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms...
Billy Leung
Global X ETFs
Investment Theme

Howard Marks' Memo: Timely investing lessons from one of the all-time greats

Off the back of the August bout of voatility, Marks has combed his treasure trove of memos for key lessons - we highlight them below.
Chris Conway
Livewire Markets
Investment Theme

KKR's General David Petraeus on finding (and declining) opportunities in a volatile geopolitical climate

One of America's most decorated military men speaks to a room full of Australian investors.
Hans Lee
Livewire Markets
Investment Theme

The holy grail of high growth assets

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
Investment Theme

Is high-yield debt the path to stability and income?

The private debt market is growing with investors noticing the relatively high returns & lower volatility when compared to other assets.
Simon Arraj
Vado Private
Investment Theme

Feeder funds vs. direct investments in Australian commercial real estate private credit

Australia’s commercial real estate market is a powerhouse, attracting investors seeking attractive returns and long-term growth.
Alan Greenstein
Zagga Investments
Investment Theme

Could this be the best market ever for healthcare investing?

KP Rx’s Hashan De Silva thinks so and is seeing enormous opportunities at attractive valuations.
CVB
SNT
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Sara Allen
Livewire Markets
Investment Theme

GenAI – How sustainable is this US$1.3 trillion energy guzzling new tech?

A new dawn for technological innovation ChatGPT has alerted the world to the transformative potential of Generative AI (GenAI), capturing global media attention and...
Vinnay Cchoda
Betashares
Investment Theme

Beyond the headlines: Geopolitical risks in ESG investing

In this episode of ESG in 10, Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of...
Fidante .
Fidante
Investment Theme

Why the capital stack is vital in commercial real estate

Discover the intricacies of the various layers of debt and equity to grasp the pivotal role of debt within the capital stack.
Alan Greenstein
Zagga Investments
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
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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
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