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Investment Theme

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

Latest: Investment Theme

Investment Theme

This stock will be the world's biggest by the end of 2025, according to betting markets

Decentralised prediction sites let traders bet on almost anything. Can the odds tell us anything useful about investment markets?
Tom Stelzer
Livewire Markets
Investment Theme

One (strange) stat which shows the AI boom is still heating up

The curious case of a tiny Caribbean Island and what it might tell us about the AI trend.
Andrew Legget
Livewire Markets
Investment Theme

The end of AI is not nigh

At a time of accumulating warnings about AI being a bubble waiting to burst, is it time to question the biases behind these warnings?
CAR
GMG
NXT
+2
Rudi Filapek-Vandyck
FNArena
Investment Theme

"Uptober" 2025: Can Bitcoin repeat its seasonal strength?

Bitcoin has historically surged in October. With supportive macro conditions and rising ETF demand, 2025 could see history repeat.
Bridget Nichols
Monochrome Asset Management
Investment Theme

The economics of data centres

The AI boom is fueling a historic data centre surge. Discover the key economics, costs, and investment risks shaping the global economy.
Damien Klassen
Nucleus Wealth
Livewire Live

5 shocking predictions for 2026 and beyond

5 experts, 5 bold predictions. A decade of disruption, reinvention and opportunity awaits - how will you position for what lies ahead?
Anna Dadic
Livewire Markets
Livewire Live

Channelling Jeff Bezos to find the stock winners of the future

At Livewire Live 2025, Dr David Allen shared the sector he sees as a big winner in 10 years time, and the stock he's backing to benefit.
Tom Stelzer
Livewire Markets
Livewire Live

Why Nvidia is the next Nvidia

Speaking at Livewire Live 2025, Munro's Qiao Ma says we're only in year three of the AI era and NVDA is already lapping its competitors.
Tom Stelzer
Livewire Markets
Investment Theme

Could Bitcoin reach $3 million? It's not as crazy as you think

The VanEck Crypto Investor Symposium makes the case for digital assets, and the data is compelling.
Tom Stelzer
Livewire Markets
Investment Theme

Time for active management

Doug Tynan, CIO of GCQ Funds Management, shares the mindset, rules and real world examples behind his high performance investing approach.
Future Generation
Future Generation
Investment Theme

Howard Marks - You can’t predict, but you can prepare

A framework for positioning portfolios.
David Clark
Koda Capital
Investment Theme

Can AI live up to its own hype?

There are a lot of big predictions -- both good and bad -- regarding AI. But the actual outcome is likely to be far less dramatic.
Andrew Legget
Livewire Markets
Investment Theme

OpenAI’s prisoner dilemma

Sam Altman's side project Worldcoin is positioning itself as the ID of the future. Is this the solution to our AI deepfake ills?
Charles Ormond
Fat Tail Investment Research
Investment Theme

"The strongest tailwinds we’ve seen in decades": The shock sector that's up 10% this year already

The sector that's up nearly 10% YTD, driven by resilient cash flows, reliable dividends and booming demand for power.
Anna Dadic
Livewire Markets
Investment Theme

Elon Musk dethroned: What Larry Ellison’s rise as the world’s richest man means for the AI boom

The AI boom just made Oracle's Co-Founder the richest person. For Australian growth investors, it shows the runway ahead is still long.
+4
Vishal Teckchandani
Livewire Markets
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.
Robert Miller
NAOS
Investment Theme

5 charts pointing to the next big investment opportunities

A wrap up of the charts catching our eye over the past month.
Hugh Lam
Betashares
Investment Theme

The Magnificent 7 and the myth of mean reversion

As some cry "bubble", US tech premiums are shrinking, earnings keep surprising, and history shows market leadership can last for decades.
David Tuckwell
ETF Shares
Investment Theme

Rethinking defensive strategies to protect income: why real estate private credit is gaining ground

Real estate private credit is gaining traction as a compelling solution for investors prioritising capital preservation and income stability
Alan Greenstein
Zagga Investments
Investment Theme

What CBA’s $300 billion milestone says about building wealth

CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.
Hans Lee
Betashares
Investment Theme

What if Bitcoin isn’t a risk asset anymore?

Bitcoin is beginning to look a lot like gold.
Justin Lin
Global X ETFs
Investment Theme

Building on strength: How infrastructure is shaping up for the rest of 2025

Volatility, tariffs, and shifting geopolitics reshaped markets in H1. Here’s how we're positioning for what’s next.
Sarah Shaw
4D Infrastructure
Investment Theme

What’s been driving the bull market in crypto?

Institutional demand has been fuelling Bitcoin’s comeback, potentially shifting crypto from speculation to strategic investment.
Justin Arzadon
Betashares
Investment Theme

Structural growth meets cyclical opportunity: why this sector looks mispriced in 2025

While markets chase the AI hype, medtech quietly trades at decade-lows. Here’s why that’s an opportunity for long-term patient investors.
+3
Jacob Celermajer
Cordis Asset Management
Investment Theme

Indian stocks hitting emerging markets for six

Soaring consumption, fintech disruption, and record infrastructure spending are turning the country into the hottest emerging market.
Russel Chesler
VanEck
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