Home Wires

Investment Theme

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

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
Investment Theme

“Fascinating and alarming” trends (and 2 high conviction stock picks)

We spoke with insiders from Solaris Investment Management and Firetrail Investment in a sneak preview of the Pinnacle Investment Summit 2024
360
CSL
GMG
+1
Glenn Freeman
Livewire Markets
Investment Theme

The need to rethink portfolio asset allocation during periods of economic uncertainty

Incorporating alternative assets into investment portfolios to help achieve return enhancement, capital preservation, & predictable income.
Alan Greenstein
Zagga Investments
Income Series

Spotlight on the highest-yielding LICs and LITs

Because consistency is also key, we also looks at those with the lowest levels of volatility over 12 months
+7
Claire Aitchison
Independent Investment Research
Investment Theme

Bitcoin ETFs unleashed on the ASX: what’s next?

With "Cryptocurrency" conjuring colourful images, VanEck recently fielded several burning questions on the back of its newest ETF offering
Glenn Freeman
Livewire Markets
Investment Theme

IDP Education: Buy the dip or steer clear?

IDP Education's share price has been buffetted in the controversy surrounding Australian immigration
IEL
Glenn Freeman
Livewire Markets
Investment Theme

Hold onto your hats in FY25, says Emanuel Datt

Calling a likely recession in 2025, large-cap stocks could flatline but small-cap investors may find pockets of opportunity
Glenn Freeman
Livewire Markets
Investment Theme

The demographic boom investors must follow

The combination of a growing cohort entering salaried employment for the first time, a very high proportion of that salary being disposable, and the first generation...
+3
Roger Montgomery
Montgomery Investment Management
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
Investment Theme

Love it or hate it, the AI revolution is here to stay

As with many conversations I have with investors these days, this one quickly turned to artificial intelligence (AI). The recently retired fund manager I was talking...
Tom Stevenson
Fidelity International
Investment Theme

Think global tech is overheated? Think again, says T. Rowe Price

US and Japan equities are the standouts in the multi-asset team’s bullish outlook on global stocks, alongside other parts of Asia.
Glenn Freeman
Livewire Markets
Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
Investment Theme

Diversifying for success: Why alternative investments matter in your portfolio

In the evolving investment landscape, the concept of diversified portfolios has become synonymous with the pursuit of financial resilience.
Alan Greenstein
Zagga Investments
Investment Theme

10 Quality stocks on Rudi’s watchlist (and why Nvidia isn’t one of them)

All-weather performance and consistent success allocating capital are key characteristics for FNArena's Rudi Filapek-Vandyck
CAR
+10
Glenn Freeman
Livewire Markets
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Investment Theme

2 market-leading AI stocks yet to attract market-leading multiples

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...
+2
Alison Savas
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