Investment Themes Videos

Childcare: The Emerging Asset Class in Australian Commercial Property

In a crowded investment landscape where residential is overheated, commercial offices face structural decline, and retail battles e-commerce disruption, where can investors find stable yield with genuine growth potential? Discover why Australia's essential childcare infrastructure, backed by more than A$12bn in government subsidies and driven by unstoppable demographic forces—represents a fragmented, undersupplied market ripe for data-driven investment. Mike Cameron, Commercial Director at Jarra explains how Jarra's systematic approach identifies the precise locations where demand far exceeds supply.

The Calm in the Storm: Finding Growth in Disruption

Ben McVicar, Co-Head of Infrastructure and Portfolio Manager at Magellan Investment Partners explain that as powerful forces like AI and renewable energy reshape the global economy, infrastructure stands at the centre—providing stability while capturing transformative growth. From data networks to energy systems, these essential assets are driving productivity and decarbonisation alike, offering investors defensive growth in a world defined by secular innovation and structural change.

Australian equities: identifying opportunities and winners/losers from the reporting season

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

True Passive Income & Who It's Suitable For

Many investors are interested in earning 'passive income' but how many investment options out there actually provide true passive income? In this presentation we'll look at so-called passive investment types and those that actually allow investors to set & forget. We'll also look at who passive investments are suitable for.

The Next Big Theme: How major global thematics will shape our future and drive opportunities for ETF investors.

Over the next five years, Australia’s $142 billion ETF industry is projected to be characterised by the continuing rise of thematic ETFs as the world continues to witness boundless product innovation, technological advancements, and strides in climate preservation. Guided by an active mindset grounded by market-leading research capabilities, Global X has been at the forefront of thematic investing helping to navigate the ever-expanding selection of thematic ETFs that can shape a successful long-term portfolio.

When what Lasts matters more than what’s Fast

The first six months of 2023 was a roller coaster ride. At the risk of being succumbing to confirmation bias, it demonstrated again how little value there is in trying to forecast the market. 2023 began with many commentators’ expectations of doom and gloom in the midst of a historically aggressive interest rate tightening cycle.

Is The AI Capex Boom Heading For Bust Street? What 180 Years Of Manias Suggest

This year, four American mega caps will spend US$730 billion on capex, most of it building out their AI infrastructure.

Technology ETF Investment Themes Investor Education

19 Oct 2026

· Simon Turner

· 11 MIN READ

Beyond the Magnificent Seven: Turning Schroders’ Equity Lens into a Money-Making Strategy

Australian investors have spent three years facing an expensive global equity market, and a local one too concentrated in banks and miners to share fully in the technology boom.

Macro Investment Themes Investor Education ETF Managed Fund

30 Sept 2026

· Simon Turner

· 9 MIN READ

The Anthropic IPO: What the Largest Listing in History Means for Global Portfolios

Within a month or so, what may be the largest listing in stock market history is expected to list on the Nasdaq. Anthropic, the company behind the Claude family of AI models, is heading for public markets at a valuation up to US$2 trillion.

Technology Investment Themes Investor Education ETF

14 Sept 2026

· Simon Turner

· 11 MIN READ

Videos