Home Wires

Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Alternatives

Five market shocks are colliding. Here's how to invest through it

Broken correlations are creating opportunities. Here are the themes, trades and risks Fulcrum is focused on now.
Chris Conway
Livewire Markets
Property

Property or shares? How the new CGT and negative gearing changes have transformed the investing landscape

Australia’s biggest investment tax shake-up in decades is changing the rules for property and shares. We highlight the winners and losers.
PME
Carl Capolingua
Livewire Markets
Asset Allocation

Inside the Portfolio: Selling AI stocks and Asian tech, buying EM electronics

Skerryvore's Glen Finegan on why and how it's looking at the areas of emerging markets the rest of the market is ignoring.
Tom Stelzer
Livewire Markets
Asset Allocation

How we're managing asset allocation through uncertain market conditions

Insights from the Future Generation Investment Committee
Future Generation
Future Generation
Asset Allocation

Michael Tate - why global capital loves self-storage

How a fragmented "mum-and-dad" sector became a multi-billion-dollar asset class, driven by the psychology of clutter.
David Clark
Koda Capital
Asset Allocation

The case for investing in the share market’s middle child

Periods of narrow market leadership rarely last forever. Here is why Australian investors may look toward mid-cap opportunities.
BHP
+1
Cameron McCormack
VanEck
Asset Allocation

All eggs, one basket, no spice

Why global investors may be more concentrated than they think
Edward Heng
India Avenue Investment Management
Asset Allocation

When BTC trading sideways is bullish: and how HYPE and ZCash are broadening the rally

May's BTC tape did almost nothing. But under the surface, the recovery is already broadening, with HYPE and ZEC leading the rotation.
Ryan McMillin
Merkle Tree Capital
Markets

The ASX sectors and stocks Morgan Stanley prefers - and where it likes even more

Morgan Stanley is backing resources, energy and AI-linked capex as Australia’s economy slows sharply.
Chris Conway
Livewire Markets
Wealth

How to invest $100,000 when nothing feels certain

Andrew Wielandt explains how he's positioning client portfolios across different risk profiles in a world that feels topsy-turvy.
+6
Anna Dadic
Livewire Markets
Asset Allocation

Australia's lazy investment strategy is finally dead

Tax policy no longer subsidises mediocre returns and lazy strategy and replacing them will be a positive change for smart investors
BHP
+9
Mark Gardner
MPC Markets
Asset Allocation

2026–27 Federal budget: one of the toughest hits to HNW wealth in decades

Budget delivered a brutal blow: 50% CGT discount for holding >12mths is gone. HNW families now face real long-term pain on capital gains.
Murdoch Gatti
York Wealth Management
Asset Allocation

Anurag Agarwal - the asset class that moves the world

From global trade to risk management, explore why shipping is the "moveable infrastructure" investors can no longer ignore.
David Clark
Koda Capital
Asset Allocation

A.I. needs power & Aus energy markets aren't ready - Jason Coggins

As AI drives power demand, hear Jason explore the energy war, semiconductors, P.Credit, geopolitics, CCY, capital flows & where to allocate.
QAN
+7
Murdoch Gatti
York Wealth Management
Asset Allocation

Does the 60-40 portfolio still work? Part 2/2

The 60-40 portfolio has been heralded for decades, but in modern capital markets, is there a better way?
Sebastian Ferrando
Koda Capital
Asset Allocation

Does the 60-40 portfolio still work? Part 1/2

The 60-40 portfolio has been heralded for decades, but in modern capital markets, is there a better way?
Sebastian Ferrando
Koda Capital
Retirement

Adam Dawes’ masterclass on investing for a wealthy retirement

Drawing on his experience with millionaire retirees, the adviser looks at how to generate reliable retirement income and protecting capital.
Vishal Teckchandani
Livewire Markets
Asset Allocation

When the world demands energy, the real cost is supply - and it runs through the Strait of Hormuz

Todd breaks down oil and gas, uranium, copper, lithium, rare earths, iron ore, Titanium, coal & the supply chain constraints driving them.
BHP
BOE
+18
Murdoch Gatti
York Wealth Management
Markets

The portfolio winners and losers of rising rates, plus ETF tilts to capitalise

Between inflation and rate hikes, there’s plenty to manage in your portfolio.
+28
Sara Allen
Livewire Markets
Markets

David Elms on how market mayhem is again making the case for multi-strategy

Janus Henderson's head of diversified alternatives says global uncertainty has created an "opportunity-rich environment" for multi-strategy.
Tom Stelzer
Livewire Markets
Listed Series

2 advisers replicate a $400bn super fund - download their portfolios!

Can you copy AustralianSuper? Two advisers give it a red hot crack by building ETF/LIC portfolios with weights and return targets.
Vishal Teckchandani
Livewire Markets
Asset Allocation

Key ingredients to navigate a rising interest rate environment

Just as many thought the “cost of living” crisis may begin to ease, it appears these pressures will remain front of mind for most Australians. With the Reserve Bank of...
+2
Marc Jocum
Global X ETFs
Asset Allocation

The repricing of institutional property: From single digits to double-digit potential

Ryan Bass discusses Dexus WS Property Fund, GPT WS Shopping Centres, macro/micro drivers & why institutional property is being re-rated.
DXS
GPT
Murdoch Gatti
York Wealth Management
Asset Allocation

The global power and energy transition

A multipolar world shaped by energy security, industrial policy, and geopolitical risk.
Kingsley Jones
Jevons Global
Asset Allocation

War time markets & where capital is flowing in a fragmenting world | #49 Michael Frazis

Michael discusses geopolitics, capital concentration, AI & more — hear how these forces are reshaping markets and portfolio positioning.
BHP
DRO
+24
Murdoch Gatti
York Wealth Management
26-50 of 940
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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