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Investment Theme

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

Latest: Investment Theme

Alternatives in Focus

Making the case for the best-performing asset in history

Bitcoin has been on a unique journey since its creation in 2009. It's now becoming too big to ignore as an alternative asset.
Tom Stelzer
Livewire Markets
Investment Theme

Brookfield: How infrastructure can deliver returns, diversification and yield

Brookfield's Sam Garetano on the evolving role infrastructure can offer investors and why Brookfield's going big on Australia.
Tom Stelzer
Livewire Markets
Investment Theme

Playing India... (not just at cricket)

Australian politicians, corporate management and investors are starting to pay more attention to India's structural demographic tailwinds.
BHP
CSL
+4
Mugunthan Siva
India Avenue
Investment Theme

Poll of the week: Are you increasing your cash levels like Buffett?

Welcome to Livewire's Poll of the Week. The Oracle of Omaha is holding record cash levels. Are you selling the rally?
Chris Conway
Livewire Markets
Investment Theme

Power surge: The infrastructure boom investors shouldn’t ignore

Power demand from data centres and onshoring is transforming US utilities and midstream assets and creating fresh value for investors.
Sarah Shaw
4D Infrastructure
Investment Theme

If 24 LICs ran the Melbourne Cup, which ones would we back?

We handicap 24 LICs by performance, discounts, managers and market conditions and reveal the three we think can cross the line first.
+28
Daryl Wilson
Affluence Funds Management
Investment Theme

Vihari Ross: A generational cycle is starting, and investors are still on the sidelines

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.
Stephanie Gardner
Livewire Markets
Investment Theme

When dumb money beats smart money, it’s time to worry

Retail investors are crushing the pros and that’s rarely a good sign. Owen Lamont says “dumb money” wins often mark bubble territory.
Chris Conway
Livewire Markets
Investment Theme

‘Factor-in’ the right investment outcomes

Why investors are turning to factor-based ETFs to capture active-style returns with passive-style fees, transparency and ease.
Russel Chesler
VanEck
Investment Theme

Uranium demand is soaring - Here’s what it means for investors

AI and electrification are driving a global power crunch and the spotlight is back on uranium and nuclear as a reliable, long-term solution.
Anna Dadic
Livewire Markets
Investment Theme

What Blockbuster, Britannica and Blackberry can teach investors about innovation

Disruptive innovation is currently underway in the Australian funds management industry.
Arian Neiron
VanEck
Investment Theme

The silent supercycle

India’s rising export powerhouse.
Edward Heng
India Avenue Investment Management
Investment Theme

AI is the new gold rush: the real winners won't be the ones you expect

We reveal the companies that stand to see the most upside from the AI boom (Hint: it's not the AI companies).
Arian Neiron
VanEck
Investment Theme

9 lessons from the scandals that fooled the market

They are 3 of the darkest chapters in recent financial market history. But it’s exactly these events that can teach the best lessons.
Andrew Legget
Livewire Markets
Investment Theme

Market volatility won't fade quickly. Here's what outperformed in every crisis since 1994

History shows quality stocks consistently outperform when volatility spikes. The latest tariff escalation could trigger another rotation.
Arian Neiron
VanEck
Investment Theme

Return of the memes, and other signs we could be near the top

It's been a great time for investors recently, but signs are starting to emerge that the market might be starting to overheat.
Andrew Legget
Livewire Markets
Investment Theme

Super funds just posted another solid year. Here’s what they’re leaving on the table

We’re now in October and Australia’s superannuation funds are still breaking out the champagne after another year of strong returns. The median balanced option...
Mark Carnegie
MHC Digital Group
Investment Theme

SMSF investors now hold $3 billion in this asset class

Once dismissed as a fad, Bitcoin now seems to be part of the playbooks of global asset managers, pension funds and even SMSFs.
Justin Arzadon
Betashares
Investment Theme

Backing the builders: Why early-stage AI investing is creating tomorrow's titans

David Clark sits down with Daniel Darling at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape.
David Clark
Koda Capital
Investment Theme

How long can the good times last? A data-driven reality check for investors

Don’t let the headlines shake you. Instead, have a process for determining whether to keep riding this bull market.
Chris Conway
Livewire Markets
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
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