Home Wires

Investment Theme

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

Latest: Investment Theme

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
Alternatives in Focus

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
Alternatives in Focus

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
Alternatives in Focus

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
Investment Theme

Real estate private debt in Australia

Private debt has exploded onto the Australian investment scene, dominating news headlines, investor discussions, and even social media.
Alan Greenstein
Zagga Investments
Investment Theme

The country which is "uninvestable" right now - no, it's not China

Following on from our last wire on the Mexican political scene, we look at Brazil, Argentina, and the ramifications of the US race.
Sarah Shaw
4D Infrastructure
Investment Theme

Is obesity finally in decline? The 'miracle' drugs and stocks to watch

Obesity rates, once on a seemingly endless upward trajectory, have peaked and are now showing a decline.
Dr David Allen
Plato Investment Management
Investment Theme

How Mexico's new President could make investing in this asset class more attractive

In our latest Trip Insights wire, I travel to South America to get the real story on infrastructure there.
Sarah Shaw
4D Infrastructure
Success and More Interesting Stuff

Former Wallaby David Lyons' game-changing investments in Ag

Is it possible to generate higher returns for less risk? David Lyons is taking a fresh approach to investing in agriculture
Matthew Kidman
Centennial Asset Management
Investment Theme

EV industry’s shift from regulation to consumer demand

Recent concerns over declining lithium prices and a perceived oversupply in the sector have overshadowed a critical development in the electric vehicle (EV) sector: a...
Justin Lin
Global X ETFs
Investment Theme

How to access private debt investment opportunities in private commercial real estate debt

Traditional methods like direct property ownership and REITs are well-known. However, a new segment is gaining attention: private debt.
Alan Greenstein
Zagga Investments
Investment Theme

Emerging markets - the winning equation

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....
Mugunthan Siva
India Avenue
Rapid Fire

How you can turn life challenges into great investments

Everyday concerns are more than a matter of life, they could also be part of your investments.
Sara Allen
Livewire Markets
1-25 of 1147