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

Investment Theme

A turning point is coming for Impact Investment, a market analysis

Market analysis suggests Impact holds an historic investment opportunity. Find out more
Adam Tucker
Dragonfly Enviro Capital
Expert Insights

When markets are unreliable, invest in reliable companies

This is how global equities portfolio manager Iain Fulton finds them.
Chris Conway
Livewire Markets
Investment Theme
Sponsored

Wise choice or fool’s gold? Discover the hidden gems in the gold sector

The gold sector's enduring appeal lies in its status as a safe-haven asset and a hedge against economic uncertainty, inflation, and currency fluctuations. Bell...
BKW
NUF
SBM
Livewire Exclusive
Livewire Markets
Investment Theme

Running with the uranium bulls

It has been a tough period for uranium investors over the last few years, but with prices up 27% in 2023, are the tides turning?
Steve Johnson
Forager
Livewire Live

Lithium is crowded, and maybe that doesn't matter

According to Auscap's Tim Carleton, lithium is a long-term play
David Thornton
Livewire Markets
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Investment Theme

Moving the dial on responsible investment

If the price of greatness is responsibility, are responsible investors heading for greatness?
Kym Sheehan
Livewire Markets
Livewire Live

The next innovation supercycle is here and it’s different to past cycles

Venture capitalist Bobby Yazdani explains why
Sara Allen
Livewire Markets
Investment Theme

The data challenge

Sustainability considerations are the forefront of investment decision-making. This article highlights the importance of ESG data reporting.
Glen Finegan
Skerryvore
Expert Insights

Don't confuse the AI rally with the dot-com bust

One's a bubble, the other isn't (yet)
Chris Conway
Livewire Markets
Livewire Live

6 shocking predictions for 2024 and beyond

Who doesn't love an audible gasp after a shocking prediction!
Livewire Exclusive
Livewire Markets
Investment Theme

Why the fixed-rate mortgage cliff may end up more like a "rolling hill"

Bank Credit Analyst at State Street Global Advisors, Attilio Qualtieri, gives his take on all things macro.
Chris Conway
Livewire Markets
Investment Theme

Turbulence on the path to transformation

Despite substantial growth and huge advancements in public policy support, clean energy has had an abysmal stretch in the stock market
Lucas White
GMO
Investment Theme

How the world's biggest investors are feeling about markets (and what they're doing about it)

An "around the grounds" of some of the world's biggest investors shows that sentiment seems to be changing. Find out how below.
Chris Conway
Livewire Markets
Views from the Top

Dr Philipp Hofflin predicted China's slowdown in 2019, here's what he thinks will happen next

Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.
James Marlay
Livewire Markets
Investment Theme

Why Europe offers an attractive mix of quality and value

In this piece, we highlight some interesting themes and observations from the trip that support our ongoing overweight to Europe
Sarah Shaw
4D Infrastructure
Livewire Live

The venture capitalist who tipped the internet and mobile reveals the next tech revolution

An early investor in the likes of Google and Uber, venture capitalist Bobby Yazdani believes we're in an AI-fuelled innovation super-cycle.
+1
Sara Allen
Livewire Markets
Investment Theme

"Houston, we have a trucking problem" + the 'picks & shovels' investment approach

We can't beat Father Time so we adapt as we age. We depend on trucks and by default those behind the scenes who keep us moving forward.
BAP
MXI
Robert Miller
NAOS
Investment Theme

Unpacking the benefits of alternative real estate investments

A powerful tool for income-focussed investors.
Alan Greenstein
Zagga Investments
Investment Theme

Maximizing potential: why alternative investing in a CRED property fund makes sense

CRED can help investors reap the benefits of capital security, regular, predictable and stable income and portfolio diversification.
Alan Greenstein
Zagga Investments
Investment Theme

Can you benefit from property investment without buying a property?

The answer is YES. There are more ways to gain exposure to property than simply buying into it.
Alan Greenstein
Zagga Investments
Investment Theme

The big squeeze: why Australia is facing a persistent housing shortage

While headlines may suggest the property market is falling, the bigger picture suggests that over time, the market is remarkably resilient.
Alan Greenstein
Zagga Investments
Livewire Live

6 shocking predictions for 2024 and beyond

History doesn't repeat but it sure does rhyme with some of these fund manager predictions at Livewire Live 2023
RMD
SDR
+5
Kym Sheehan
Livewire Markets
Livewire Live

The secrets to long-term compounding with Robert Millner

Soul Patts' Executive Chairman, Robert Millner, shares lessons on the art of long-term compounding and how WHSP is positioned for the future
BHP
BOE
+3
Kerry Sun
Livewire Markets
Livewire Live

8 world-leading stocks to play 3 of investing's most pressing mega-trends

Mary Manning, Nick Griffin, and Jacob Mitchell answered a handful of crucial investor questions at Livewire Live on Tuesday 12 September
+8
Glenn Freeman
Livewire Markets
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