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solar
Latest news and analysis on solar
Investment Theme
The great transition is 40% done. The other 60% is an investment lying in
wait
For many, green energy still sits on the margins of our national energy sector. And therefore on the margins of mainstream investment. And they'd be wrong. Coal...
David Thornton
Livewire Markets
Macro
Putin's carbon tax
A side effect of Russia’s invasion of Ukraine has been the jump in oil and gas prices. The result is basically a global Putin carbon tax. Albeit with the proceeds...
Damien Klassen
Nucleus Wealth
Investment Theme
Australia’s energy transition – explosive findings?
If you don’t spend your weekends keeping up with tweets from Australia’s energy market boffins - and you’d be forgiven - you could’ve easily missed some significant...
Tim Johnson
Octopus Investments
Investment Theme
Are we on the cusp of a golden age?
In this concluding piece, we introduce some more concrete investment options in the global listed equity space that we think may benefit from increased investment in...
Curtis Cifuentes
Avenir Capital
Equities
There are no monetarists in foxholes
The US forces stationed in the Philippines in 1942, faced an impossible task. The Japanese Imperial army had taken control of most of South East Asia and there would...
Chad Slater
Ellerston Capital
Commodities
Catching up on the global trend in
renewables
The Clean Energy Council recently reported that renewable power output in Australia has doubled over the past 12 months . Despite this remarkable surge, we have a long...
Livewire Exclusive
Livewire Markets
Investment Theme
Solar has evolved. Has your
portfolio?
The price of solar was already falling steadily but then plummeted over the last decade to make it far cheaper than conventional power. John Martin, CEO at New Energy...
Livewire Exclusive
Livewire Markets
Investing in a bright future
John Martin
New Energy Solar
Bronte Capital: “Hanergy barely existed”
Livewire News
Livewire
Morgan Stanley bullish on battery storage market in Australia
Livewire Equities
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popular
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Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie
favourites)
Buy Hold Sell,
Livewire Markets
Funds
A portfolio of under-appreciated, mispriced and winning stocks
Nick Griffin,
Munro Partners
Equities
6 stocks for a full portfolio reset in
2023
Buy Hold Sell,
Livewire Markets
Equities
What worked in equity markets in 2022
Stephen Arnold,
Aoris Investment Management
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