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Investment Theme

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

Investment Theme

Insights from Singapore: Four Australian companies positioned for Asia’s next growth wave

Protein, coffee, pensions and crop protection are creating new Asian growth opportunities for four Australian-listed companies.
WAA
WAM
WAX
+1
Tobias Yao
Wilson Asset Management
Investment Theme

The ASX sectors the fundies say could win in FY27 - and the stocks they're backing

3 leading fund managers share their pick for the ASX sector that could outperform over the next 12 months and the names to keep an eye on.
+7
Tom Stelzer
Livewire Markets
Investment Theme

Insights from Singapore: Australia’s AI edge lies in the infrastructure race

As AI shifts from software to physical infrastructure, Australia’s land, energy and security profile position it to benefit.
WAA
WAM
WAX
+1
Tobias Yao
Wilson Asset Management
Markets

FY26 sucked. The ASX's long-term record tells a different story

A weak year for the ASX, a long case for resilience. Fidelity's Sam Heithersay on what the past 12 months does and doesn't tell us.
Anna Dadic
Livewire Markets
Investment Theme

Don't stop 'til you get enough....jobs

Why manufacturing could be the key to unlocking India's demographic dividend
Mugunthan Siva
India Avenue
Investment Theme

It's down 17% in a week, but could this awful investing strategy actually work?

It's a cardinal rule of investing that simply chasing the latest craze isn't a productive strategy... but what if it could be?
Tom Stelzer
Livewire Markets
Investment Theme

When cyclical meets structural: Japan’s golden opportunity

Many regional markets are enjoying a cyclical uplift from the AI capex boom, Japan amongst them. Unlike other regions, Japan’s cyclical boost comes during a multi-year...
Tom Wickenden
Betashares
Exchange Traded Funds (ETFs)

The uncomfortable investment trend performing in 2026

The remilitarisation of the world is seeing a rise in defence investing.
+1
Sara Allen
Livewire Markets
Investment Theme

India, into the AI-Groove

India's is quietly emerging as a Global AI Infrastructure powerhouse - the physical assets behind AI's explosive growth
+5
Mugunthan Siva
India Avenue
Investment Theme

The case for Space Tech

Introducing MOON: a more targeted solution to access the Space Tech opportunity
Billy Leung
Global X ETFs
Investment Theme

X-plained: how to invest in the space economy

The space economy is bigger than you think. It already powers parts of your everyday life, from GPS navigation and weather forecasts to global internet coverage.As...
Global X ETFs
Global X ETFs
Investment Theme

The royalty revolution: inside Partners Group’s institutional playbook

From music to medicine, royalties offer long-duration cash flows and diversification. Stephen Otter explains the appeal.
David Clark
Koda Capital
Investment Theme

The market forces really driving the ASX's volatility

Ten Cap's Jun Bei Liu says there's plenty of factors at play and investors need to be careful to not get caught up in the storm.
BHP
Tom Stelzer
Livewire Markets
Investment Theme

"Watch this space": Are we entering the age of the Active ETF?

Macquarie Asset Management says investors deserve better and cheaper listed products and believes it can be the one to deliver them.
Tom Stelzer
Livewire Markets
Investment Theme

Not all software is built the same

UBN's NAB partnership could unlock $8B in strata deposits — and finally drag a sleepy industry into the modern era.
UBN
Jared Tilley
NAOS Asset Management
Investment Theme

Spooked by rising rates and tariffs, private credit draws investors’ eyes

Amid rising rates, global tariffs and market volatility, private credit is gaining attention as investors look to defensive allocations.
Alan Greenstein
Zagga Investments
Investment Theme

The shovel sellers are making the money: Gerard Minack on the AI not-quite bubble

The macro strategy expert says AI is an earnings bubble, not a valuation bubble, but it still needs to deliver real revenue.
Tom Stelzer
Livewire Markets
Fund in Focus

Why the space industry could be rocket fuel for your portfolio

Space may be the final frontier, but it’s also the latest industry to get its own dedicated ETF.
Keith Ford
Livewire Markets
Investment Theme

How to build a better portfolio thanks to a $30tn asset class

CI Global Asset Management on the real advantage to private markets and equity injection about to come back to private growth markets.
Tom Stelzer
Livewire Markets
Markets

Move over Mag 7, there may be a new game in town

The Magnificent Seven still matter, but the next phase of returns may come from overlooked corners of the market.
Stephanie Gardner
Livewire Markets
Income

Income investing in 2026: Are investors missing the middle?

Our latest reader survey suggests investors want reliable income, but many may be overlooking the middle ground between cash and equities.
Patrick Poke
Livewire Markets
Investment Theme

Australia’s private credit growth story is just the beginning

Private credit is not a niche allocation, it's a core component of portfolios - nowhere is this more evident than in Australian real estate.
Alan Greenstein
Zagga Investments
Investment Theme

There's a legitimate debate around startups and CGT, but it needs to be had honestly

Much of the opposition to the proposed CGT changes has been co-opted and the facts misrepresented. This time is no different.
Tom Stelzer
Livewire Markets
Investment Theme

The greatest player who never won a Brownlow

And what he can teach you about picking a fund manager.
Andrew Mitchell
Ophir Asset Management
Markets

What happens if the AI chip trade cracks?

AI demand has sent chip stocks soaring, but the next phase may test investors’ conviction.
BLG
+19
Sara Allen
Livewire Markets
26-50 of 1409
The 10th annual Livewire Live 2026

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

22 September 2026 Art Gallery of NSW, Sydney

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