Home Wires

Investment Theme

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

Outlook Series

Why equities will rise and private credit will deflate in 2024

We think the consensus view for 2024 will be wrong, as it was in 2023, and the equity market will rise strongly.
Jun Bei Liu
Ten Cap
The Pitch

Sick of high power and food bills? Time to focus on the solutions (and the investment opportunities)

Prices of basics, food and energy, have skyrocketed since the pandemic. You can keep whining about it or you can invest in the solutions.
Chris Conway
Livewire Markets
Investment Theme

How will AI be monetised: Predicting AI winners and losers

Cash is king, even with AI. The question isn’t how much AI will disrupt. It’s how much that disruption will pay.
+9
Kiryll Prakapenka
Fat Tail Investment Research
Outlook Series
Sponsored

4 high growth ETFs for 2024

Betashares and Global X put forward the ETFs they believe can deliver strong capital growth in 2024.
+8
Hans Lee
Livewire Markets
The Rules of Investing

Why Yarra is underweight banks and miners (but bullish on these 5 ASX names)

Yarra Capital's Dion Hershan discusses a "no landing" scenario and his team's broader market views in this wide-ranging interview
CAR
RMD
SEK
+2
Glenn Freeman
Livewire Markets
Investment Theme

7 'alpha potential' triggers for 2024: The boom has begun

After two years of trending sideways, Callum Newman sees a wave of 'Alpha Potential' about to flood the markets in 2024
Callum Newman
Fat Tail Investment Research
Investment Theme

Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas

This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund.Rado explains...
David Clark
Koda Capital
Investment Theme

The investment theme that’s out of this world

The space economy is more intertwined with daily life than you might realise.
+8
Sara Allen
Livewire Markets
The Pitch

From exclusion to solutions: the modern approach to this investment opportunity

Hubert Aarts, Deputy CIO at Impax Asset Management, identifies five big drivers of opportunity when it comes to sustainable investing
Chris Conway
Livewire Markets
Investment Theme

Where Eley Griffiths Group is hunting for small-cap opportunities in 2024

EGG's co-founder Ben Griffiths recently discussed his market outlook for next year and a dozen companies that are on his radar
AD8
+10
Glenn Freeman
Livewire Markets
Investment Theme

Is uranium the new lithium?

Should uranium follow the same pattern as the 2021 lithium rally, 2024 could be its year.
BHP
BOE
PDN
+1
Kai Chen
MPC Markets
Investment Theme

Critical leadership opportunities for impact investors

As the landscape of Impact Investing continues to evolve rapidly, so too do the opportunities to leverage them. Find out more.
Adam Tucker
Dragonfly Enviro Capital
Investment Theme

How ProMedicus executes an earnings strategy worthy of market darling status

Every company thinks it has a great strategy, but few can execute it.
ALQ
ARF
CAR
+17
Hans Lee
Livewire Markets
Investment Theme

Finding alpha - The future of sustainable investing

In the second episode of 'Finding Alpha', Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by...
Sinéad Rafferty
Fidante
Investment Theme

Breaking down the liquidity silos

Broadening our outlook and better aligning portfolios to our objectives and time horizon.
Neuberger Berman
Neuberger Berman
Investment Theme

What is a sustainable moat and why is it important?

Take a closer look at the significance of economic moats, popularised by Warren Buffet.
Arian Neiron
VanEck
Investment Theme

How Charlie Munger influenced these fundies' investing lives

Claremont Global's Bob Desmond and Forager's Gareth Brown share the impact that Charlie Munger had on them.
+7
Hans Lee
Livewire Markets
Investment Theme

6 outrageous market predictions for 2024

We flip some of the most common predictions for next year, with the help of Marcus Today's Henry Jennings.
Glenn Freeman
Livewire Markets
Investment Theme

Real returns from Artificial Intelligence

The winners of the AI revolution
ALU
HUB
Damon Callaghan
ECP Asset Management
Investment Theme

3 ways to take on a falling US dollar (or rising Australian dollar)

Position your portfolio to benefit from the depreciation of the US dollar and the rise of the Australian dollar.
+5
Arian Neiron
VanEck
Investment Theme

What's ahead for markets and investors in 2024?

Livewire brings you a wrap of some of the year-ahead outlook statements that have crossed our desks so far
Glenn Freeman
Livewire Markets
Investment Theme

Why we are active value investors

This essay demonstrates value investing’s superior returns compared to growth & value-light strategies.
John Goetz
Pzena Investment Management
Alternatives in Focus

Why this investing style could work when stocks and bonds struggle

The multi-strategy is a new yet familiar way of investing in a range of assets, styles, and ideas.
Hans Lee
Livewire Markets
Investment Theme
Sponsored

An opportunity to invest in Australia’s clean energy future

Octopus Investments are on a mission to accelerate the transition to a future powered by renewable energy and help Australia lower its carbon emissions. We’re doing...
Octopus Investments
Octopus Investments
Investment Theme

How this investor is trying to solve a crisis that will affect 8 million Australians

The mental health epidemic could cost US$6 trillion by 2030.
Hans Lee
Livewire Markets
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