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Investment Theme

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

Latest: Investment Theme

Investment Theme

India's double reset

A better entry point but not an indiscriminate buying opportunity.
Mugunthan Siva
India Avenue
Investment Theme

Eley Griffiths on bonds, the ASX and Firmus, and the outlook ahead

Historic highs for stocks and bonds characterised another eventful quarter for global markets. Here's what caught Eley Griffiths' eye.
Tom Stelzer
Livewire Markets
Investment Theme

When did critical minerals stop being critical?

At the start of 2026, critical minerals were the year’s hottest investment theme. Ten months on, the sector has fallen hard. What’s changed?
BHP
PLS
+5
Mark Gardner
MPC Markets
Investment Theme

In Conversation with Phil King and Geoff Wilson AO

Phil King speaks with Geoff Wilson AO to reflect on a career spanning more than 35 years in investment management.
Future Generation
Future Generation
Investment Theme

The rise of the family office: The new power players in global capital markets

Family offices can be attractive prospective investors because some have greater flexibility than traditional institutional allocators.
Nicholas Boyd-Mathews
Janah Capital - ICM Global Funds
Investment Theme

ASX data centre stocks - which are a Buy?

Goldman Sachs says ANZ AI demand is growing and the region is a good investment case for the ongoing AI hyperscaler data centre buildout.
GMG
+2
Tom Stelzer
Livewire Markets
Alternatives

How to invest in crypto now the rules have changed

The Gensler era is over, the SEC now allows token value accrual, and protocols are paying holders. The investment thesis has been rewritten.
Ryan McMillin
Merkle Tree Capital
Markets

David Tuckwell is climbing the wall of worry, and he's still a raging bull

Here, Tuckwell explains why he remains bullish on US stocks and AI, while backing copper for the long term and turning bullish on gold.
Chris Conway
Livewire Markets
Markets

4 megatrends you need to know about (and how to play them)

A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure.
Chris Conway
Livewire Markets
Investment Theme

Data centres: existing beats imaginary

AI demand is accelerating while grid constraints limit supply. Existing connected data centres may offer lower-risk income for investors.
David Kruth
Dexus Real Estate Securities
Investment Theme

Firmus & the AI industry - Did Ron Burgundy say it best?

AI factories, token demand and circular financing: we revisit Firmus less than a year on and ask whether the returns actually stack up.
Robert Miller
NAOS Asset Management
Expert Insights

Cathie Wood on the AI panic, the IPO wave, and what a cure is worth

ARK Invest founder Cathie Wood on why AI panic is misplaced, AI giants are heading public, and what a cure is really worth.
Keith Ford
Livewire Markets
Livewire Live

4 investing rules these top fund managers live by

Four top fund managers - and Livewire Live speakers - share the simple rules and principles that have guided their investing careers.
Chris Conway
Livewire Markets
Investment Theme

The benchmark made me do it

The danger of when benchmark awareness becomes benchmark dependence and why we must measure dollar performance for client objectives.
Andrew McKie
Elston Asset Management
Investment Theme

Follow the money into the machine

Cheaper AI models are widening adoption while Asian chipmakers control crucial hardware bottlenecks, reshaping the semiconductor opportunity
Arian Neiron
VanEck
Investment Theme

A box seat to the US$3 trillion sports and media opportunity

How sports, media and entertainment (SME) can offer opportunities of low correlation, diversification(1) and durable revenue.
Tom Stelzer
Livewire Markets
Investment Theme

Regal's King and Aitken talk retirement, the ASX and the trade he's watching now

Founder Phil King is stepping down after 20 years in charge. Here's what he's watching in markets right now.
BHP
Tom Stelzer
Livewire Markets
Investment Theme

From ice age to golden age: Can this sector maintain its world-leading returns?

Emerging markets equities have outpaced most developed markets thanks to the AI boom. What's the outlook now?
Tom Stelzer
Livewire Markets
Growth

Why cybersecurity could be one of the decade’s biggest investment themes

The need for greater spending on digital security isn't going anywhere.
AR9
+20
Sara Allen
Livewire Markets
Investment Theme

SMSF growth drives demand for real estate private credit

SMSF growth against a backdrop of market volatility and geopolitical tensions, demands income, downside protection, and diversification.
Alan Greenstein
Zagga Investments
Investment Theme

Bitcoin is up $16,000 in a week: a squeeze, a signal, or both?

Bitcoin had its second largest dollar move ever last week, the last time was exiting the 2022 bear market.
Ryan McMillin
Merkle Tree Capital
Investment Theme

ARK's chief futurist's tip for the next big company - and what you're getting wrong on AI

Brett Winton explains the theses on ARK's key investments and putting a value on the companies truly changing the world.
Tom Stelzer
Livewire Markets
Investment Theme

How much!?!?

With hyperscaler capex set to potentially surpass U$800 billion, several prominent institutions have looked at the returns needed.
Roger Montgomery
Montgomery Investment Management
Investment Theme

The great open source AI acceleration

Open source models and dynamic routing are pushing token costs lower while driving demand for hardware, hyperscalers, and SaaS agentic AI.
TNE
XRO
+3
Jai Mirchandani
ELM Responsible Investments
Investment Theme

Reallocating for income: Where real estate private credit fits today

As investors seek clarity in an uncertain environment, attention is turning to asset classes capable of delivering consistent income.
Alan Greenstein
Zagga Investments
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