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Investment Theme

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

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
Investment Theme

Sector specialisation - why we rather go deep than wide

Because knowing what you don't know is oftentimes more important than knowing what you do know.
Jacob Celermajer
Cordis Asset Management
Investment Theme

The market ain’t partying like it’s 1999

Tech’s recent outperformance may evoke memories of the dotcom boom-bust, but this market has a level of quality that was absent in that era.
+2
Scott Helfstein
Global X ETFs
Investment Theme

The value in a discount

I am currently in the US, witnessing the market breadth improving as the dominance of the Magnificent Seven declines.
Geoff Wilson AO
Wilson Asset Management
Investment Theme

2 infrastructure stocks that present better value than Transurban

Want exposure to the biggest themes of today but restricted by a need for stable income? Perhaps it's time to look to this asset class.
TCL
+2
Sara Allen
Livewire Markets
Investment Theme

How should investors approach the next phase of the tech rally?

We assess the pros and cons of the tech sector’s performance and consider ETF ideas for investors seeking exposure to the sector.
Patrick Poke
Patrick Poke
Betashares
Investment Theme

Which ASX commodities (and stocks) provide the best bang for your buck?

We take a look inside the Australian mining sector, including a handful of stocks and an ETF.
BHP
BOE
+5
Glenn Freeman
Livewire Markets
Investment Theme

Will the copper rally hold?

Dr Copper is the one Chief Economist I actually pay attention to when assessing the global economy. Could $4/lb now be too cheap for China?
BHP
+1
Kingsley Jones
Jevons Global
Investment Theme

The appeal of global small caps extends well beyond valuations

Several fundamentals underpin the supportive environment that lies ahead for small-caps
Sadhvi Gupta
Goldman Sachs Asset Management
Investment Theme

J.P. Morgan Asset Management's global CEO on ETFs, the Magnificent Seven, and its US$500m tech investment

We discuss the future of finance (and the biggest opportunities and challenges in markets) with the global CEO of JPMorgan Asset Management.
Hans Lee
Livewire Markets
Investment Theme

How to invest $100k for growth

The investing world has changed significantly since October last year. So it's time to update this series.
COS
+7
Chris Conway
Livewire Markets
Investment Theme

AI for Dummies: An Investor's Guide to NVIDIA and Artificial Intelligence

Nvidia's insane success raises big questions in AI's booming world. Is this a bubble or a new normal?
Greg Canavan
Fat Tail Investment Research
Investment Theme

Mind the gap: the role of gender equality in investing

There's an increasing investor drive towards gender equality, which is also evidence-backed to have a positive impact on performance.
Vinnay Cchoda
Betashares
Investment Theme

Will Artificial Intelligence cause an emissions crisis?

With the rise of deep learning artificial intelligence (AI) and large language models (LLMs), the topic of excess energy usage, as well as greenhouse gas (GHG)...
Justin Lin
Global X ETFs
Investment Theme

Playing with fire: The dangers of chasing hot trends

Periodically, the world of finance throws up enticing investment trends capable of seducing even the most disciplined investors into changing their strategy. The...
+1
Patrick Poke
Patrick Poke
Betashares
Investment Theme

Why is sentiment improving in lithium majors?

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?
IGO
+6
Kingsley Jones
Jevons Global
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition contains quotes and market announcements from company results throughout February across a wide range of industries.
Robert Miller
NAOS
Investment Theme

From risk to resilience: the power of security in a CRED investment

An excerpt from Zagga’s Whitepaper, ‘Remarkably Resilient: Australian Real Estate in and Age of Inflation’.
Alan Greenstein
Zagga Investments
Investment Theme

Crypto narratives, market insights, and the outlook for 2024

Exploring a few prominent trends poised to shape the crypto landscape in 2024
Caroline Bowler
BTC Markets
Investment Theme

How to optimise portfolio income

When building a portfolio, investors should consider their financial goals and risk profile. However, some investors may not have a distinct goal but just want to know...
Marc Jocum
Global X ETFs
Investment Theme

The $30 billion investment opportunity in Australia’s power grid

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.
Sarah Shaw
4D Infrastructure
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