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Investment Theme

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

Investment Theme

The market narrative Bob Desmond isn't buying (and 5 stocks he is)

Claremont Global head and co-portfolio manager Bob Desmond tunes out of macro noise and also the view that most US tech is overpriced
+11
Glenn Freeman
Livewire Markets
Investment Theme

Where Chris Stott is investing in the new bull market

As small caps surge again after one of their worst periods since the GFC, the 1851 Capital CIO explains how he’s positioned now
BAP
GQG
IRE
+1
Glenn Freeman
Livewire Markets
Investment Theme

Howard Marks: Debt, investing and how caution “may save your financial life”

Why investors take on leverage, the opportunities and risks, and what an appropriate attitude to debt in investing looks like
Glenn Freeman
Livewire Markets
Investment Theme

Uncovering electric vehicle myths, lies and disinformation

Two years ago, we published Electric Vehicles: The road to disruption. Published ten years after the launch of the Tesla Model S and the birth of the modern electric...
Greg Liddell
Betashares
Investment Theme

Forget neo-banks: Introducing Australia’s new leading lenders

Non-bank lenders are offering borrowers a compelling alternative and investors a handsome premium.
Timothy Dowling
Aquasia
Investment Theme

6 top takeaways from Warren Buffett’s latest Berkshire Hathaway meeting

Buffett’s new record for cash holdings, his succession plan, and ongoing faith in Apple were addressed in the annual update on Saturday
+1
Glenn Freeman
Livewire Markets
Investment Theme

Investing in alternative assets: Resetting asset allocations in a post-COVID world

Over the past four years since COVID, alternative investing has undergone a noteworthy expansion, particularly within private portfolios.
Alan Greenstein
Zagga Investments
Investment Theme

The mining cycle - booms and busts

Unlike industrial companies such as Amcor or Transurban, mining companies' profits are inherently cyclical. The earnings from mining companies are subject to booms and...
BHP
Hugh Dive
Atlas Funds Management
Rapid Fire

The only Aussie name in Platinum's global stocks fund

Platinum Asset Management’s Clay Smolinski discusses how he’s positioned now, including 10 global stocks and 1 local name
AGL
+12
Glenn Freeman
Livewire Markets
Investment Theme

Private debt on the rise as investors look for income and dial down risk

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility.
Alan Greenstein
Zagga Investments
Investment Theme

Bitcoin ETFs: Riding the wave of success

When a new product launches, sometimes it takes a while to gain some traction with only a minority tending to be the early adopters. For example, when the first home...
Marc Jocum
Global X ETFs
Investment Theme

The dynamics of active vs activist investment approaches

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.
Brendan York
NAOS Asset Management
Investment Theme

The upcoming bitcoin halving

When Satoshi created bitcoin, instead of dumping all 21 million coins on the market at once and risking concentrated supply (as the only holders would have been the...
Justin Arzadon
Betashares
Investment Theme

Demystifying private debt: separating fact from fiction

“Private debt”, sometimes also referred to as “private credit” can be both confusing and intimidating.
Alan Greenstein
Zagga Investments
Investment Theme

Christopher Joye says this asset class is in trouble

The Coolabah Capital CIO surveyed the global macro environment and revisited some of his biggest calls in this Rules of Investing interview.
Glenn Freeman
Livewire Markets
Investment Theme

The Bitcoin halving: A recurring decimation of supply

Bitcoin (BTC) is poised for another seismic shift with its next halving event likely in April 2024. This unique mechanism embedded within the Bitcoin protocol...
Global X ETFs
Global X ETFs
Investment Theme

A high quality asset at a cheap price

Nirvana for any investor is finding quality asset, exhibiting stable compounding growth, both in the past and in the future!
Mugunthan Siva
India Avenue
Investment Theme

The US$600 billion energy security opportunity (and 4 stocks at the forefront)

How Europe has finally gotten on board with the need for electricity transmission and distribution networks.
Sarah Shaw
4D Infrastructure
Investment Theme

Ray Dalio, Jamie Dimon, Ken Griffin: China, AI, and the global economy

Three heavyweights of global finance have released their latest shareholder updates - we bring you some of the highlights
Glenn Freeman
Livewire Markets
Investment Theme

Private debt investors are a crucial part of the housing shortage solution

Zagga's latest white paper outlines the economic and market trends driving the growth of CRED in Australia.
Alan Greenstein
Zagga Investments
Investment Theme

The hitchhiker’s guide to responsible investing in fixed income

ESG has become mainstream within equities, but there is a growing recognition that responsible investing can be applied to fixed income.
Vinnay Cchoda
Betashares
Investment Theme

Cruising through the icebergs

Back in October 2020, in the depths of the COVID-19 pandemic, in a blog titled “why cruise lines could be worth buying again,” we proffered an investment thesis that...
+3
Roger Montgomery
Montgomery Investment Management
Investment Theme

Navigating Commercial Real Estate Debt

How reputable finance brokers select the right investment managers for their clients in times of uncertainty
Alan Greenstein
Zagga Investments
Investment Theme

Can the bitcoin party continue in 2024?

Bitcoin recently made a new all time high, and with the Halving close at hand, can the party continue?
Justin Arzadon
Betashares
Investment Theme

Inside this inflation-beating asset class (and Warryn Robertson’s preferred plays)

The Lazard Global Infrastructure Fund portfolio manager explains how infrastructure rode out heightened inflation and his outlook from here
ALX
TCL
Glenn Freeman
Livewire Markets
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