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Investment Theme

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

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Expert Insights

Cathie Wood: Spotting growth stocks before they hit the tipping point

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
Markets

When information becomes cheap, judgement becomes priceless

As AI commoditises information, investment edge is shifting. Airlie's Ray David explains why judgement may matter more than ever.
Chris Conway
Livewire Markets
Investment Theme

Different roads to emerging market returns

How remaining open minded, following research where it leads, and applying the same discipline regardless of the country, is the ticket.
Glen Finegan
Skerryvore
Investment Theme

Started bad, got worse: My awful investing strategy is now down 31%

Chasing investing trends is widely considered a recipe for disaster. I'm hoping to prove the conventional wisdom wrong.
Tom Stelzer
Livewire Markets
Investment Theme

Summarising my current AI thesis – Part 2

How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...
Roger Montgomery
Montgomery Investment Management
Investment Theme

Emerging markets delivered 43% in FY26: How ClearBridge played it and where it's looking next

Few sectors could match the performance seen across certain parts of the emerging markets sector in 2026. And the story is still being told.
Tom Stelzer
Livewire Markets
Investment Theme

MA Financial on 3 credit opportunities for FY27 and AI's $100tn buildout

Frank Danieli on the "high conviction" asset class it's still backing and why AI is both an opportunity and threat for lenders right now.
Tom Stelzer
Livewire Markets
Investment Theme

Up 39% in FY26 - Is it the most overlooked opportunity in markets?

This Munro fund invests in an ongoing growth sector that the rest of the market could be ignoring, despite huge tailwinds.
Tom Stelzer
Livewire Markets
Investment Theme

Summarising my current AI thesis – Part 1

The primary financial engine behind the AI buildout is suffering a severe cash bleed.
Roger Montgomery
Montgomery Investment Management
Markets

10 actionable investment ideas for the year ahead

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.
Dion Hershan
Yarra Capital Management
Investment Theme

Tax reforms set to reshape traditional approach to portfolio construction

The recent Federal Budget reforms to Capital Gains Tax (CGT) and negative gearing add further pressure to a more challenging environment.
Alan Greenstein
Zagga Investments
Shares

Superhuman stockpicking: VanEck on how AI could change the game for investors

AI has helped investors summarise and distill data. Now it could be actually making our investing decisions.
Tom Stelzer
Livewire Markets
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The 10th annual Livewire Live 2026

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

22 September 2026 Art Gallery of NSW, Sydney

Register Now