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

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...
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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
Investment Theme

Marks: 'I was wrong about Bitcoin'

Howard Marks expressed concerns over a range of different assets and indicators in his last memo, which caused quite a media uproar. So he’s expanded and clarified...
Patrick Poke
A Rich Life
Expert Insights

Uncertainty generates the biggest opportunities

It’s easy to forget, but it was just 18-months ago that markets were fearful of an explosion in bad debts on the back of China’s apartment over-build. Much of the fear...
Livewire Exclusive
Livewire Markets
Investment Theme

A big lesson for Aussie investors

Reporting season is a circus. For most businesses, more than half of their net present value will come from cashflows more than 10 years into the future. Why do we...
Steve Johnson
Forager
Expert Insights

North Korea: The blackest of swans

When asked which black swan was most likely to unsettle markets, particularly given how low volatility is, Ben Griffiths highlighted North Korea as being the one to...
Livewire Exclusive
Livewire Markets
Expert Insights

The tech trend that changes everything

At Livewire Live 2017, Daniel Petre of Airtree Ventures highlighted Artifical Intelligence and machine learning as THE big trend to watch: “It will dramatically change...
Livewire Exclusive
Livewire Markets
Expert Insights

For technology exposure, think Asia

The MSCI Asia ex-Japan index is the most technology heavy MSCI index in the world. Technology accounts for 31% of the Asia index versus 23% for MSCI US and a mere 1%...
Livewire Exclusive
Livewire Markets
Investment Theme

Magic and Mistakes in Mining Services

My father used to take me to the horse races as a child. It became something of a father-son thing over the years – usually expensive but always entertaining. It never...
Steve Johnson
Forager
Investment Theme

Generating investing ideas in a tough market

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue...
CGF
SEK
Livewire Exclusive
Livewire Markets
Expert Insights

Investing with India’s powerful tailwinds

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the...
Livewire Exclusive
Livewire Markets
Investment Theme

The climate change debate is one of risk management, not politics or ideology

We would like to offer up our perspective on the climate change debate. We do not think this is a political or ideological debate as is presented in the media and by...
Tim Hannon
Tim Hannon
Conrad Capital Group
Expert Insights

How to play the computer game thematic

When we asked Nick Griffin at Munro Partners where ‘The Next Facebook’ could come from, he pointed at video game stocks and cited Activision Blizzard as an...
Livewire Exclusive
Livewire Markets
Investment Theme

Investor Event: Three resources companies with big plans for 2017

With winter approaching, keep the heat in your investment portfolio with three exciting resource companies. Livewire readers are invited to attend a free investor...
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Livewire Markets
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