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.

The ETF Innovation Cycle: Why the Next Hot Fund May Warrant Caution

We all know the long list of benefits of investing in ETFs, but the passive fund boom has reached the stage where narratives can sometimes reign supreme. The risk is that the recent wave of ETF launches, particularly in thematic, single-stock, options-enhanced, and actively managed strategies, is partially shaped by investor demand for exposure to recent winners rather than enduring sources of return.

Investor Education ETF Investment Themes

13 May 2026

· Simon Turner

· 5 MIN READ

Strategic Tailwinds: Why Momentum Investing is Not Performance Chasing

You may think of momentum as a basic strategy that involves buying whatever has gone up most recently. That would be unfair, though.

Investor Education ETF Managed Fund Investment Themes

4 May 2026

· Simon Turner

· 5 MIN READ

The Bigger Picture - May 2026

April confirmed what markets had begun to suspect: the global macro backdrop has changed. Higher geopolitical risk is now structurally entrenched. Markets have quickly adjusted to this unfortunate new reality across all asset classes. Geopolitical risk has reasserted itself as a primary driver of energy prices, inflation expectations, and capital flows. Investors still anchored to the old world of low inflation, cheap money, and frictionless globalisation risk being structurally mispositioned.

Investor Education Macro Investment Themes

3 May 2026

· Simon Turner

· 5 MIN READ

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