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Investment Theme

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

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
Rapid Fire

Despite the short-term euphoria, AI is a long-term play (and 2 sectors for patient investors)

AI is all the rage and while titans will rise and fall, the "winners" will enjoy most of the spoils. So, how to find them?
+8
Chris Conway
Livewire Markets
Investment Theme

Why this market theme is ripe for active investing

Much has been made of the rise of passive investing, but one megatrend lends itself to active investing – and it's not what you might think
Chris Conway
Livewire Markets
Investment Theme

This asset class could reap dividends for your portfolio for another 20 years

The times are a-changing. Has your portfolio?
Arian Neiron
VanEck
Investment Theme

Investors favouring defensive alternatives

Investors are seeking opportunities in defensive alternatives amid growing confidence in private market assets
MA Financial Group
MA Financial Group
Investment Theme

Three ways to use ETFs for global thematic investment with URNM

Uranium is hot, but the market is concentrated, and scattered across exchanges. Exchange Traded Funds like the Betashares URNM ETF can help.
BOE
PDN
+5
Kingsley Jones
Jevons Global
Investment Theme

Soul Patts is cashed up and ready for the next strategic investment

Washington H Soul Pattinson and Co is a stalwart of the Australian market, a diversified investment house whose roots run deep.
Glenn Freeman
Livewire Markets
Investment Theme
Sponsored

A listed investment company love story

Taylor Swift has arrived at our shores. Are you ready for it?
Future Generation
Future Generation
Investment Theme

CRED: Financing housing growth and providing an alternative to traditional property investments

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

Who will be the winners and losers this reporting season?

This interview was originally published on 14 February, 2024
Future Generation
Future Generation
Investment Theme

Staying the course – WHEB remains committed to sustainability investing

In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford Marshmallow experiment’. The...
Ted Franks
Pengana Capital Group
Investment Theme

Is uranium in a structural bull market?

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.
BHP
BOE
DYL
+6
Kingsley Jones
Jevons Global
Investment Theme

Two companies Hyperion expects to earn ‘substantially higher’ revenues over the next decade

Deputy CIO Jason Orthman discusses Hyperion's long-term investment approach during the latest Rules Of Investing interview
REA
+1
Glenn Freeman
Livewire Markets
Investment Theme

A housing shortage, unmet demand, and an attractive investment alternative

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

Where ARK is looking next: 3 themes from the Big Ideas 2024 report

The firm run by Cathie Wood eyes three key investment themes for 2024 and beyond.
Glenn Freeman
Livewire Markets
Investment Theme

Brighter days ahead for Value stocks, says Allan Gray

The contrarian asset manager's underweight to large-caps knocked returns in 2023 but its investment team is confident trends are reversing.
ANN
AWC
DOW
+5
Glenn Freeman
Livewire Markets
Investment Theme

Why Nvidia could pass Apple as the world's most valuable company

The stratospheric growth of chipmaker Nvidia could see it outstrip Apple, says Munro Partners’ Nick Griffin
+8
Glenn Freeman
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Investment Theme

Elections and other geopolitical risks also hold opportunity for this global asset class

After a year of economic twists and turns, we consider what the year ahead could bring.
Sarah Shaw
4D Infrastructure
Rapid Fire

Ain’t seen nothing yet: The AI revolution is still winding up, says Montaka

This global asset manager was an early mover on artificial intelligence, which CIO Andrew Macken believes has much further to run.
+4
Glenn Freeman
Livewire Markets
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