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Investment Theme

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

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
Antipodes
Income Series

68 ETFs/LICs/LITs paying monthly and quarterly dividends

We scoured the market to find the vehicles (ETFs, LICs/LITS) that pay distributions monthly or quarterly - then assessed their performance
+7
Chris Conway
Livewire Markets
Investment Theme

Asian infrastructure - Trip insights with 4D Infrastructure (part 3)

4D Infrastructure recently travelled through Asia - in this series we take you on the journey and highlight the opportunities as we see them
Sarah Shaw
4D Infrastructure
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
Income Series

How to make the most of the Goldilocks era for income

Livewire's Income Series is back and with income readily available, we're tackling which income stream, and how much of it, is right for you
Chris Conway
Livewire Markets
Investment Theme

How an activist approach delivered 42% in under 3 years (and the next big target)

Activist investing continues to rise in prominence in Australia. In this wire James Hawkins of L1 Capital shares his insights on the space.
DOW
ORG
STO
+2
Chris Conway
Livewire Markets
Investment Theme

In a shifting equity landscape, 3 ASX sectors and 4 stocks offer value

Australian equities offer the most compelling value in materials, energy and parts of the finance sector, says MLC Asset Management
BLD
BPT
GMG
+5
Glenn Freeman
Livewire Markets
Investment Theme

The case for China: investing beyond the headlines

We see a disconnect between valuations & financial performance in China, creating intriguing opportunities for disciplined value investors.
John Goetz
Pzena Investment Management
Investment Theme

Is AI's mega-rally sustainable?

Even with AI, the market will broaden and peak concentration will unwind. We believe this may have started.
Alastair MacLeod
Wheelhouse Partners
Investment Theme

Demystifying private debt: separating fact from fiction – Part 2

Myth 2: Only risky, sub-bank grade loans are funded by private debt
Alan Greenstein
Zagga Investments
Investment Theme

11 stocks driving this fund's double-digit returns

These companies deliver double-digit earnings while flying under the radar of many investors, says WAM Global's Catriona Burns.
+6
Glenn Freeman
Livewire Markets
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