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Investment Theme

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

Investment Theme

The Importance of Corporate Culture in Investing

Environmental, Social and Governance (ESG) investing has been in a structural growth phase for some years now. A report by the Responsible Investment Association...
NAOS Asset Management
NAOS Asset Management
NAOS
Expert Insights

The market’s most disruptive innovations

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

The pros and cons of offshore earners

Offshore earning companies offer leverage to larger markets with the potential kicker in the form of a currency tailwind. The AUD has fallen from above 80 cents in...
IPH
+2
Livewire Exclusive
Livewire Markets
Investment Theme

Eye on the tiger

Once upon a time it was said that all roads lead to Rome but today it’s probably more suitable to say they lead to China, both figuratively and literally. The last...
Catherine Yeung
Catherine Yeung
Investment Theme

The biggest opportunity for the next 30 years

Over the last 30 years, the financialisation of the world, combined with falling bond yields, has created amazing returns for investors positioned to benefit. Peter...
AMP
Livewire Exclusive
Livewire Markets
Investment Theme

Investing in the real China story

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is...
Livewire Exclusive
Livewire Markets
Investment Theme

Odd odds at the World Cup

As my friends cruelly continue to remind me, my country sadly didn’t qualify for the Russia edition of the FIFA World Cup. But who said that a World Cup without Italy...
Alvise Peggion
Alvise Peggion
Forager Funds
Investment Theme

Credit Availability IS Australia’s House Prices

I have a friend who is mildly wealthy but not gainfully employed. He has been a customer of the same bank for the past 40 years. Like me, he doesn’t own a house....
Steve Johnson
Forager
Investment Theme

Artificial intelligence: it's not the future, it's now

AI is on the verge of transforming the lives of millions of people in their workplace and at home. From driverless cars to machines that converse with humans, advances...
Paul Hennessy
Capital Group
Investment Theme

The clearest trends worth talking about

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund...
Jeremy Podger
Jeremy Podger
Fidelity International
Investment Theme

United Kingdom: Forgiving market

The United Kingdom has become a particularly fertile hunting ground for the Forager International Shares Fund in a Brexit-tainted world. Six of the Fund’s 10 largest...
Gareth Brown
Forager
Buy Hold Sell

What’s keeping fund managers up at night?

There is an endless list of risks for investors to consider. But if we acted on every one of them, we’d never stay invested. To help isolate the key risks to consider...
Buy Hold Sell
Livewire Markets
Expert Insights

Emerging markets hitting the sweet spot

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
Livewire Exclusive
Livewire Markets
Investment Theme

Book Number 10 - You Can Be a Stock Market Genius by Joel Greenblatt of Gotham Capital (Revised May 18) 

Over the next ten days, I will review and post my top 10 investing books of all time - starting with number 10. I hope you enjoy the reviews and they provide you with...
Lachlan Hughes
Swell Asset Management
Investment Theme

A looming shortage in an essential commodity

We’ve been making our case on Livewire for investing in oil-related stocks since 2015. It’s been an arduous journey that dates back to 2013, but with the recent oil...
MRM
Steve Johnson
Forager
Expert Insights

Turning investment logic on its head

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...
+1
Livewire Exclusive
Livewire Markets
Investment Theme

Investing in a time of disruption

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...
Amit Lodha
Amit Lodha
Fidelity International
Buy Hold Sell

Small caps: Upgrades are coming

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...
IGO
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Was the 'F' of the FANGs priced for perfection’?

Facebook’s high-profile woes over its collection, storage and use of personal data are a vivid illustration of the extra risk investors take on with any stock that is...
Nick Kirrage
Schroders
Buy Hold Sell

When will telcos bottom?

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is...
TLS
Buy Hold Sell
Livewire Markets
Investment Theme

Investors must tread carefully

On the back of the worst March quarter since 2008, indicators show the end of the current cycle is in sight. Trump’s jostle with China is more of a concern than his...
Simon Doyle
Schroders
Investment Theme

What's keeping investors awake right now?

Every three months I knock on my colleagues’ doors and ask them what they’re thinking about the markets. It’s interesting to hear what’s keeping them up at night. Even...
Tom Stevenson
Fidelity International
Investment Theme

A new generation learns about nickels and steamrollers

You are probably wondering what the hell happened this week. Friday’s relatively minor retreat in global stock markets – apparently due to increasing concerns about...
Steve Johnson
Forager
Investment Theme

Why even small panics matter

Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of Sydney in the 2008-10 ‘downturn’. I use inverted commas...
Gareth Brown
Forager
Buy Hold Sell

Battle of the big-caps: Banks vs resources

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks...
BHP
+4
Buy Hold Sell
Livewire Markets
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