thematic investing

Valuation - the key to investment

Uranium is hot, but the market is concentrated, and scattered across exchanges. Exchange Traded Funds like the Betashares URNM ETF can help.

Should uranium follow the same pattern as the 2021 lithium rally, 2024 could be its year.

This will be a missive wire on an important topic I feel very strongly about. This is the current state of progress towards (truly) sustainable investing in respect...

Thematic ETFs have been an investment darling for a few years now. I must admit I’ve been just as susceptible with quite a few of them sitting in my own portfolio....

Investors in the Buy Now, Pay Later (BNPL) sector have continued to be pummelled since the announcement of the Afterpay-Square merger with share prices across the...

The WAM Alternative Assets Megatrends Series explores the long-term megatrends that the WAM Alternative Assets (ASX: WMA) portfolio can access through investing in...

Thematic investment is very popular. The idea of investing in "structural change" and the durable trends and investment themes of our time has struck a chord. Like any...

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...

CSL is a darling of the Australian equity market and a poster child for investing in the healthcare sector. At one point in 2020, CSL became the most valuable company...

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not...

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...

The delivery of education using technology (EdTech) has become a powerful investment theme, amplified by the lockdowns caused by Covid-19. Remote learning is not only...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today’s investor can choose...

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...