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Investment Theme

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

Latest: Investment Theme

Investment Theme

The unloved energy source undergoing a renaissance

Electricity needs in the US are forecast to accelerate in the years ahead. We believe nuclear energy will play a key role in meeting demand.
Sarah Shaw
4D Infrastructure
Investment Theme

Walking the regulation tightrope in private credit

With ASIC shining a light on fast-growing private markets, finding the sweet spot between regulation and investor protection is critical.
Alan Greenstein
Zagga Investments
Investment Theme

Quality investing in market turbulence

In turbulent markets, investors turn to quality companies. Learn how the ‘flight to quality’ has played out and what it means for investors.
Cameron McCormack
VanEck
Investment Theme

Falling rates, rising risks: options for retired investors as rates fall

A fall in interest rates on term deposits and a plunge in global markets means retired investors have to search harder for income in 2025.
Simon Arraj
Vado Private
Investment Theme

Trump’s tariff policies, the impact on the economy and global listed infrastructure

Unpacking the global fallout from Trump’s tariffs and how listed infrastructure could weather the storm
Sarah Shaw
4D Infrastructure
Investment Theme

Investing in a defining theme for the next generation

For investors, few themes have ever matched the scale and urgency of climate change. Over the past two decades, the rapid rise of the internet transformed global...
James Tsinidis
Munro Partners
Investment Theme

Amid recent bombshells, is backing founder-led companies still worth the risk?

Why backing founder-led companies can be a fine line between genius and hubris, and how to spot the difference for your portfolio.
NCK
REH
Anna Dadic
Livewire Markets
Investment Theme

Capitalising on India (Part III)

Sometimes the small fish, which are hardest to find, are the sweetest!
Mugunthan Siva
India Avenue
Investment Theme

Too early to call: Why AI’s growth story isn’t over

Recent headlines have reignited debate over the sustainability of the artificial intelligence (AI) investment cycle. Announcements from major technology companies,...
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Billy Leung
Global X ETFs
Investment Theme

Cybersecurity is the new 'recession-proof'. Here’s how you can invest.

Global cybersecurity has the potential to be valued in the trillions. Betashares' Hugh Lam discusses the prospects.
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Sara Allen
Livewire Markets
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Investment Theme

The Trump Dump in shares – what does it mean for Australia and investors?

Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point, Trump is likely to pivot...
Shane Oliver
AMP
Investment Theme

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
Shane Oliver
AMP
Investment Theme

Private credit steps up: Backing Australia’s housing push with smarter capital

The 25–26 Federal Budget delivers clear intent: Housing supply, affordability & construction workforce development are now front and centre.
Alan Greenstein
Zagga Investments
Investment Theme

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.
Mugunthan Siva
India Avenue
Investment Theme

Fisher Investments Australia® Reviews the Unemployment Rate’s Shortcomings

The unemployment rate is one of the most scrutinised economic indicators, but it has its limits—and being aware of them can be useful.
Fisher Investments Australia®
Investment Theme

Strengthening defences: What’s next for private credit?

Amid growing economic, political, and market uncertainty, credit is proving a hot topic with investors.
Alan Greenstein
Zagga Investments
Investment Theme

Oz Banks have been great, but.....

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!
Mugunthan Siva
India Avenue
Investment Theme

ETFs emerging as preferred bitcoin holding structure

Institutional adoption of Bitcoin ETFs is fundamentally changing the bitcoin market.
Bridget Nichols
Monochrome Asset Management
Investment Theme

DeepSeek’s AI disruption – what it means for investors

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?
Tim Davies
Carrara Capital
Investment Theme

Diversify to defend wealth amidst rising volatility

The world is an uncertain place.
Alan Greenstein
Zagga Investments
Investment Theme

Why smart investors focus on recovery - not just returns

Markets are constantly moving, but we think recoveries are just as important. Learn how quality investing can strengthen portfolios.
Cameron McCormack
VanEck
Investment Theme

Amid a hot start to 2025, these are the key themes to pay attention to

MA financial shares views across key asset classes including private credit, real estate, equities, private equity and venture capital.
MA Financial Group
MA Financial Group
Investment Theme

2 reasons A$ gold will continue to thrive for Australian investors

Gold has started 2025 strong and there's plenty to suggest the bull case continues.
Marissa Salim
World Gold Council
Investment Theme

Why Bitcoin's central to Trump's brave new crypto world

Changes to the law in the US may boost cryptocurrencies as investors position to profit.
Russel Chesler
VanEck
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