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Investment Theme

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

Latest: Investment Theme

Livewire Christmas

10 market highlights of 2024

With a glass half full approach, we look back on the market highlights of the past year.
360
APX
+7
Chris Conway
Livewire Markets
Investment Theme

Fisher Investments Australia reviews Japan’s structural headwinds

Japan’s long-running structural headwinds have contributed to the country’s infamous “lost decades” of sluggish economic growth
Fisher Investments Australia®
Livewire Christmas

10 iconic investments you can literally put under the tree

From wine and watches to Lego and trading cards, there are plenty of collectibles that you could put under the tree this year.
Chris Conway
Livewire Markets
Livewire Christmas

The 12 days of Livewire Christmas are here – and you can be a winner!

Check into Livewire every day leading up to Christmas for our themed content.
Livewire Exclusive
Livewire Markets
Investment Theme

The benefits of private debt: Beyond traditional investment

Discover the intricacies of private debt, its role in the Australian market, and how it can benefit your investment strategy.
Alan Greenstein
Zagga Investments
Investment Theme

“On its way to become digital gold”: What’s next for Bitcoin, and how to play it

Bitcoin just cracked US$100,000 but is still shunned by many investors. Could that be about to change?
+2
Vishal Teckchandani
Livewire Markets
Investment Theme

Where the investment signals lie amid a plethora of noise

There may be significant uncertainty around the political framework but structural investment opportunities still abound.
Bennelong Funds Management
Fund Manager
Investment Theme

Turning data into dollars: Macquarie on AI, insights, and smarter investments

From zettabytes to insights, Macquarie Asset Management explains how data is powering smarter investments.
Chris Conway
Livewire Markets
Investment Theme

10 reasons why the crisis facing Gautam Adani, Asia's second richest man, may not be over yet

Its troubles may be over for now but a US$55 billion belting in its share price suggests investors have already made up their mind.
GQG
Hans Lee
Livewire Markets
The Pitch

How to build an investment model - one brick at a time

Like Lego, the value of investment models is not in the individual pieces. It's the combination of the pieces that can create outperformance
Chris Conway
Livewire Markets
Investment Theme

Alternative real estate investments in Australia: Unlocking opportunities

The Australian property market has been a popular investment choice—rising costs of direct ownership push investors to seek new strategies.
Alan Greenstein
Zagga Investments
Investment Theme

In a concentrated world, these 2 asset classes can offer uncorrelated returns

The investment world has become hyper-concentrated, so where can investors turn for uncorrelated returns?
+1
Chris Conway
Livewire Markets
The Pitch

The investing mistakes you don't even know you are making (and how to overcome them)

We all have biases, it's part of the human condition. But understanding and overcoming them could lead to better investment outcomes.
Chris Conway
Livewire Markets
Investment Theme

Investment ideas galore at ASX Investor Day

The ASX held its latest Investor Day in Melbourne over the weekend, choc full of investment ideas. Don't miss the Sydney event this weekend!
Chris Conway
Livewire Markets
Investment Theme

Forget chips, this could be the biggest AI opportunity

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.
Sarah Shaw
4D Infrastructure
Investment Theme

Corporate culture's correlation with long term financial growth

Ryan Quinn, Portfolio Manager at WCM Investment Management, speaks to the fund's quality screening process and areas of secular growth.
Future Generation
Future Generation
Investment Theme

A guide to the 143 ETFs, LICs/LITs and REITS that can help diversify your portfolio

Discover the growing landscape of listed alternative funds in Australia, exploring their role, different types, and associated risks.
GMG
+2
Patrick Poke
PLP
Investment Theme

Commercial real estate debt opportunities in Australia

Australian investors have long favoured traditional assets, like stocks, bonds, and brick-and-mortar property.
Alan Greenstein
Zagga Investments
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
Investment Theme

3 strategies to manage Bitcoin’s volatility

Investors might be deterred by bitcoin's high volatility but many traditional strategies can help manage this challenge.
Bridget Nichols
Monochrome Asset Management
Investment Theme

No more trade-offs: Green investment can deliver competitive returns

With US$190 trillion to be spent by 2050 to meet global net-zero targets, there's a massive opportunity in green energy infrastructure.
Livewire Exclusive
Livewire Markets
Investment Theme

Macquarie on the asset class expected to accelerate into a "multi-decade growth opportunity"

Macquarie aims to merge profit with purpose with its strategy for capitalising on green energy growth
Chris Conway
Livewire Markets
Investment Theme

The CRE debt market

Commercial real estate debt (CRE debt) is playing an increasingly important role in the Australian property market.
Alan Greenstein
Zagga Investments
Investment Theme
Sponsored

A first mover opportunity in this long term structural growth theme

Investors are only beginning to understand the opportunity in battery technology and energy storage.
Australian Ethical Investment
Australian Ethical
Investment Theme

Why we are excited about the opportunities in Listed Real Assets

The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now.
AGL
APA
+5
Andrew Chambers
Martin Currie
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