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Investment Theme

From the wilderness to the UN – How one Australian influenced the world of investing

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...
James Marlay
Livewire Markets
Equities

Readers' most-tipped stocks, ETFs and funds for the charge to net-zero

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...
BHP
CXL
+13
Angus Kennedy
Livewire Markets
Investment Theme

Finding a carbon solution: 7 stocks fronting the net-zero surge

The world has enjoyed more than a century of “progress” which has seen developed market industrialisation, huge population growth, globalisation, and the emergence...
Sarah Shaw
4D Infrastructure
Funds

The theme attracting one-third of every investible dollar

Hari Balkrishna at from T Rowe Price believes impact investing is the perfect theme to invest in if you want to continually find companies with exciting growth...
Angus Kennedy
Livewire Markets
Investment Theme

The great transition is 40% done. The other 60% is an investment lying in wait

For many, green energy still sits on the margins of our national energy sector.  And therefore on the margins of mainstream investment.  And they'd be wrong.  Coal...
David Thornton
Livewire Markets
Equities

The 3 key characteristics we look at when investing in energy

When it comes to sustainable investing there are many shades of green. In this wire, Firetrail's Anthony Doyle shares that the best sustainable investment...
Anthony Doyle
Firetrail Investments
Asset Allocation

Where the new breed of Unicorns will be found (hint: not in tech)

It was 2013 when US venture capital investor Aileen Lee coined the term ‘unicorn’ for private companies valued in excess of $1 billion. As of May 2022, CB Insights...
James Marlay
Livewire Markets
Funds

Walk the talk: 12 compelling funds to go green

Whether you are a self-confessed "greenie" or adamantly believe that fossil fuels are not destroying the planet, there's no denying that a hell of a lot of money is...
WOR
Ally Selby
Livewire Markets
Education

Meet Dave: The adviser who thinks far beyond financial returns

About seven years ago, Dave decided to explore the world of ethical and sustainable investment. Initially, it was just so he could better help a handful of clients...
FMG
GNX
IPL
+2
Ally Selby
Livewire Markets
Equities

Buy Hold Sell: 5 daringly disruptive stocks

In case you missed it, Livewire's Ally Selby was joined by Nanuk's Peter Wilmshurst and Pella's Steven Glass for their thoughts on three companies daring to disrupt...
Buy Hold Sell
Livewire Markets
Investment Theme

Global capital investment in energy needs to more than double by 2030

During the last decade, world energy investment declined by 35%, with green spending struggling to pick up quickly enough to offset the decline in fossil fuel...
John Tobin
Epoch Investment Partners (GSFM)
Equities

Here’s how 5 ETFs are investing in the world's biggest thematic right now

In life, just as in investing, very little is certain. Unfortunately, crystal balls, fortune tellers and even economists more often than not get it wrong (please don't...
+4
Ally Selby
Livewire Markets
Education

Net-zero by 2050 is unlikely: So here's how you should invest

There are very few people that I would be happy to spend my Thursday evening speaking to late into the night. But, abrdn's Jeremy Lawson happens to be one of them. ...
Ally Selby
Livewire Markets
Education

Carbon is an emerging asset class that could potentially rival the global oil market in size

Carbon markets (together with carbon taxes) are a critical instrument in a broad toolkit to reduce greenhouse gas emissions and therefore climate change. The EU...
Andrew McAuley
Credit Suisse
Investment Theme

A front row seat to the carbon transition

The world economy emits around 50 billion tonnes of CO2-equivalent greenhouse gases (GHGs) every year, of which 36 billion tonnes is derived from the burning of...
Liam Farlow
Platinum Asset Management
Equities

EV riders: The auto stocks winning the race to net-zero

Transportation is one of the single largest sector contributors to Greenhouse Gas (GHG) emissions in the world. Unlike other sectors, however, the transport sector...
Mary Manning
Alphinity Investment Management
Equities

Buy Hold Sell: 5 emerging leaders for your watchlist

If there is one word that can be used to describe this anonymous producer of your favourite finance show on the web, it's generous (or perhaps, extremely needy and...
+2
Buy Hold Sell
Livewire Markets
Investment Theme

The investment theme that saw GMO's climate fund crush its benchmark

Clean energy and other ESG themes are just fads that cost too much and rarely deliver reasonable turns, partly because they’re expensive. Sound familiar? Maybe so,...
Glenn Freeman
Livewire Markets
Equities

10 stocks to save the world

The need to decarbonise the planet is a major thematic of our time, and Climate represents a significant long term investment opportunity. At Munro Partners, our...
James Tsinidis
Munro Partners
Equities

Regulated electric utilities unlock the path to net-zero

“We are on the verge of the abyss, and we cannot afford a step in the wrong direction”, warned United Nations Secretary-General, Antonio Guterres, addressing the...
David Costello
Magellan
Investment Theme

A megatrend you can't ignore: Livewire readers have their say

ESG is undoubtedly one of the themes of the decade. Investment managers are constantly seeking out new ways to make money and a positive difference to the...
CXO
FMG
Hans Lee
Livewire Markets
Asset Allocation

1 big investment idea, 3 ways to attack it

Reading the responses of over 1000 investors from a recent survey of Livewire readers two clear messages jump off the page. The first message is that most survey...
BHP
James Marlay
Livewire Markets
Equities

How the green wave is influencing emerging markets

The road to net zero emissions has the potential to set in place the conditions for a commodity super-cycle which has significant implications for emerging and...
John Malloy, Jr
John Malloy, Jr
redwheel
Education

Savvy investors will embrace decarbonisation

Earlier this month the Intergovernmental Panel on Climate Change (IPCC) released their latest Working Group Report titled Climate Change 2022: Mitigation of Climate...
Alex Debney
Alex Debney
Conscious Investment Management
Property

Aussie property and net-zero – 5 stocks, 1 REIT that are on track

Every industry faces the challenge of decarbonisation but none more so than the real estate sector. Back in 2019, The Global Status Report for Buildings and...
ARF
BLD
DXS
+3
APN Real Estate Securities
APN Real Estate Securities
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