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Investment Theme

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

Latest: Investment Theme

Investment Theme

What does Bitcoin actually do?

Monochrome explains the 3 essential guarantees of Bitcoin.
Bridget Nichols
Monochrome Asset Management
Investment Theme

Why commercial real estate debt is gaining traction in Australia’s private debt market

Private debt emerges as a versatile asset class, offering appealing risk-adjusted returns for investors seeking portfolio diversification.
Alan Greenstein
Zagga Investments
Investment Theme

Why free trade matters

The Anglo-Saxon world used to be about the virtues of free trade and the horrors of mercantilism. Do we matter? No. Europe and Asia matter.
Kingsley Jones
Jevons Global
Investment Theme

9 ETFs to tap the ASX's income hotspots

With the dividend yield of CBA now less than its term deposit, income investors will have to start asking some tough questions.
+6
Hans Lee
Livewire Markets
Investment Theme

What’s next for Australian real estate private credit?

Discover the intricacies of Australian private credit and explore the recent growth and insights into the future of this alternative asset.
Alan Greenstein
Zagga Investments
Investment Theme

India's next structural growth story

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.
Mugunthan Siva
India Avenue
Investment Theme

How to invest for consistent income in Trump 2.0

How moderating growth, inflation and interest rates will impact infrastructure investments in 2025.
Sarah Shaw
4D Infrastructure
The Rules of Investing

8 stock picks to own for the next 5 years

Top stocks and key lessons from The Rules of Investing 2024 season
GMG
NXT
ORG
+3
Hans Lee
Livewire Markets
Investment Theme

Maximise and defend returns: Investing in private real estate credit in Australia

With the market for private real estate credit continuing to grow, this asset class offers a unique investment opportunity for investors.
Alan Greenstein
Zagga Investments
Investment Theme

How did my Crazy-Eight A-Shares go?

It was a great year for global equity markets. Australia was a relative laggard. The Magnificent Seven did well, as did my 8 China A-Shares.
Kingsley Jones
Jevons Global
Investment Theme

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®
Investment Theme

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
Investment Theme

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
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