Investment Theme

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via...

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major...

This is a good week to be thinking about risk. A string of natural disasters in the Americas and a potential man-made catastrophe in Asia coincide with the...

Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent...

Howard Marks expressed concerns over a range of different assets and indicators in his last memo, which caused quite a media uproar. So he’s expanded and clarified...

It’s easy to forget, but it was just 18-months ago that markets were fearful of an explosion in bad debts on the back of China’s apartment over-build. Much of the fear...

Reporting season is a circus. For most businesses, more than half of their net present value will come from cashflows more than 10 years into the future. Why do we...

When asked which black swan was most likely to unsettle markets, particularly given how low volatility is, Ben Griffiths highlighted North Korea as being the one to...

At Livewire Live 2017, Daniel Petre of Airtree Ventures highlighted Artifical Intelligence and machine learning as THE big trend to watch: “It will dramatically change...

The MSCI Asia ex-Japan index is the most technology heavy MSCI index in the world. Technology accounts for 31% of the Asia index versus 23% for MSCI US and a mere 1%...

My father used to take me to the horse races as a child. It became something of a father-son thing over the years – usually expensive but always entertaining. It never...

Investors have been questioning how to approach the market, given lofty valuations and elevated risk. With this backdrop, Livewire posed some questions on this issue...

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the...

We would like to offer up our perspective on the climate change debate. We do not think this is a political or ideological debate as is presented in the media and by...

When we asked Nick Griffin at Munro Partners where ‘The Next Facebook’ could come from, he pointed at video game stocks and cited Activision Blizzard as an...

With winter approaching, keep the heat in your investment portfolio with three exciting resource companies. Livewire readers are invited to attend a free investor...

In this increasingly global society, major shifts overseas almost always end up impacting local investors and consumers. Whether it’s local media companies being...

While we have a few months yet for the banks’ results, the resource sector has produced some of the more surprising numbers so far this reporting season. Rio Tinto’s...

Tim Samway, Managing Director at Hyperion Asset Management, says that a focus on macro themes has created a real opportunity in a number of high-quality companies....