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Investment Theme

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

Investment Theme

A winning stock in the shift to sustainable plastics

Demand for convenience has seen plastic use multiply and today plastics are fundamental to many aspects of daily life. As consumers we interact with plastics many...
AMC
Blake Henricks
Firetrail Investments
Investment Theme

Tech bubble trouble - but not yet!

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...
Brigette Leckie
Brigette Leckie
Koda Capital
Investment Theme

Data Wars Pose A Threat To Global Growth

Everyone knows that data has become the new oil of the global economy and as a result we have seen the rise of the FAANGs, BATs and more. The megatrend for the next...
Brigette Leckie
Brigette Leckie
Koda Capital
Investment Theme

The opportunity for infrastructure in Canada

Calgary Airport. Source: 4D InfrastructureCanada is a fertile investment ground for global listed infrastructure (GLI) companies, accounting for approximately...
4D Infrastructure
4D Infrastructure
A Bennelong boutique
Investment Theme

A high-conviction play on the emerging consumer

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...
Jeremy Gibson
Munro Partners
Investment Theme

A leverage opportunity in a forgotten thematic

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...
Michael Goldberg
Collins St Asset Management
Investment Theme

Why responsible investing can drive long-term returns

In our March 2018 Observations piece, Can an eye to ESG enhance long-term portfolio performance?, we highlighted the importance of responsible investing...
Scott Haslem
LGT Crestone
Investment Theme

Digging deep for dividends

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...
AWC
BHP
FMG
+5
Peter Gardner
Plato Investment Management
Investment Theme

Cows with guns

They say you are what you eat, if that is the case then "you" are changing or if it's not you then it's your kids. The power of social media and influencers is...
Rod Skellet
Rod Skellet
Mason Stevens
Investment Theme

Three reasons to add corporate loans to your income strategy

Mandatory retirement savings in Australia are worth $2.7 trillion and growing. Equity markets are arguably looking fully priced, particularly as the rhetoric of a...
Andrew Lockhart
Metrics Credit Partners
Investment Theme

Australia: On the front foot for battery storage

Imagine how life in 21st century Australia would be without your personal electronic device such as the smartphone or a laptop computer. Made possible no doubt by the...
GNX
RFX
Rod Skellet
Rod Skellet
Mason Stevens
Investment Theme

A rolling bubble gathers no moss

Over the last 400 years, there has been no shortage of bubbles in various markets, ranging from Tulips in Amsterdam (1600s) to US dot.com stocks (2000). Thankfully,...
APT
Tony Sutton
Sintra Capital
Investment Theme

How to get lower costs and higher returns

The property sector is one of Australia’s largest carbon emitters, contributing more than 20% of Australia’s greenhouse gas emissions. In fact, the buildings we live...
DXS
MGR
SGP
Matthew Coleman
Matthew Coleman
Dexus Real Estate Securities
Rapid Fire

The biggest themes in global natural resources today

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting...
Alex Cowie
Alex Cowie
Investment Theme

A look into the world's innovation lab

In the late twentieth century the emerging economies operated much as they had in the early twentieth century. The largest sector in the MSCI Emerging Markets Index,...
Robert Horton
Robert Horton
Lazard Asset Management
Investment Theme

AI: How the enlightenment ends

In the Wisconsin city of La Crosse in 2013, Eric Loomis, then in his early 30s, pleaded guilty to eluding police in a stolen car (while denying any role in a drive-by...
Magellan Investment Partners
Magellan Investment Partners
Investment Theme

What the 5G revolution means for the telco sector

5G is the next generation of mobile communications technology and has the potential to be a game changer – but what is it and how does it work? In this podcast, we...
TLS
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Investment Theme

Part 2: A primer on the broader effects of vehicle electrification – who pays the electricity piper?

In the first part of this two part series, we looked at how Electric Vehicle battery prices can't be expected to fall forever. In part two, we look at the broader...
PM Capital
PM Capital
Investment Theme

5 key themes for Global Markets

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in...
Jay Kumar
Foresight Analytics
Investment Theme

A top stock idea for 5G technology exposure

5G is basically a new era in telecommunications, which is focused on speed, and software. It's a way of unlocking the spectrum to enable greater speeds, greater...
Kieran Moore
Munro Partners
Investment Theme

Artificial intelligence, the investment team that never sleeps

Last year, 81% of all 500 of the Fortune 500 CEOs interviewed, agreed that artificial intelligence (AI) is “extremely important” or “very important” to the future of...
Jason Winderbaum
Sanlam
Investment Theme

The evolution of shopping centres into ‘living centres’…

Leading global tutoring company Kip McGrath Education Centres Limited has recently opened a 'tutoring hub' in a Westfield centre for the first time. In this wire, we...
BWF
SCG
Steve McCarthy
DMX Asset Management
Investment Theme

An update on the 10 events that could surprise markets in 2019 (plus a new one)

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be...
Tony Sutton
Sintra Capital
Investment Theme

A blast from the past - SaaS valuations based on revenue

Technology continues to be one of the strongest market sectors, but we are clearly at a point where software is a major market theme of its own, and, within that, the...
PM Capital
PM Capital
Investment Theme

3 value opportunities in domestic cyclicals

It looks clear that 2019 will be a challenging year for the consumer. The daily headlines on falling house prices, declining car sales, tightening credit, election...
OML
QAN
WES
Airlie Funds Management
Airlie Funds Management
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