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Investment Theme

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

Investment Theme

Why I do not lose (much) sleep over Generative Artificial Intelligence.

The latest generative artificial intelligence tools are very cool and fun to play with. It is the folks in board rooms that I worry about.
+3
Kingsley Jones
Jevons Global
Investment Theme

The tech rally you might have missed, but shouldn't ignore (and 3 stocks to play it)

There is a tech rally going on right now, which has seen a 60% move off the lows. Join Platinum's Cameron Robertson for a deeper dive.
Chris Conway
Livewire Markets
Meet The Investor

How Molly Benjamin is breaking down financial barriers (and her tips for other investors)

Molly Benjamin is passionate about making finance and investing accessible to women. So what does her own portfolio look like?
CSL
Sara Allen
Livewire Markets
Investment Theme

AI ChatGPT – the next great hype cycle?

Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Alison Porter
Janus Henderson
Investment Theme

Battleground 2023: Our predictions for the year ahead

Moving into 2023, what are the key issues likely to be for the year ahead?
BHP
FMG
RIO
Erin Kuo-Sutherland
Yarra Capital Management
Investment Theme

The stranger than life story behind Wall Street’s $16 billion hedge fund manager

Citadel Investment Partners have shattered a 15-year old record for the most money made in a single year. But how did they do it?
+8
Hans Lee
Livewire Markets
Investment Theme

What are carbon allowances, and why do they matter?

Key takeaways Carbon allowances are growing in popularity around the world, as governments explore policies for bringing down greenhouse gas emissions. Thanks to...
David Tuckwell
David Tuckwell
Global X ETFs
Investment Theme

The paradox of Emily in Paris

How a Netflix show can change the way you invest and create a better impact on the world.
Ted Franks
Pengana Capital Group
Investment Theme

Making the complex look simple: Don Meij's top ingredient for success

Read the key themes to emerge from an in-depth interview with Don Meij, founder of Domino's Pizza.
Glenn Freeman
Livewire Markets
Investment Theme

Why the electric vehicle industry isn’t finished growing

At Global X ETFs, we believe that change in the world is driven by innovation and disruption. To understand these changes better, the Global X ETFs’ Research team is...
Blair Hannon
Blair Hannon
Global X ETFs Australia
Investment Theme

Decarbonising cement with Calix

Australian company Calix Ltd is making excellent progress on decarbonising cement with their innovative cement kiln technology.
ABC
BLD
CXL
+1
Kingsley Jones
Jevons Global
Outlook Series

5 crowded trades to avoid in 2023

Fund managers believe some of the most popular investment themes are getting a little crowded. Should you steer around them?
+4
Buy Hold Sell
Livewire Markets
Outlook Series

15 investment themes for your radar in 2023

Markets are an ever-changing beast, and hard to predict. But these 15 themes will play a part.
Buy Hold Sell
Livewire Markets
Outlook Series

Top themes for 2023, and 4 ETFs to play them

If you're wary of stocks after a tough '22, we've gathered a handful of exchange-traded funds that may be worth considering.
BHP
IGO
+26
Glenn Freeman
Livewire Markets
Outlook Series

Is the 60/40 portfolio dead, or just on holiday?

This portfolio approach is underpinned by a couple of key ideas which, though partially flawed, hold important implications for its value to investors in 2023 and...
Simon Doyle
Schroders
Outlook Series

The consumer, inflation and small caps: Three big “what ifs” for 2023

Predicting markets is a fool's errand. Instead, I outline potential scenarios and allow investors to consider what they could mean.
JBH
NCK
Steve Johnson
Forager
Investment Theme

How Australian investors can profit from China's reopening

The world's second largest economy is coming out of COVID-19 - and how it unfolds will have big consequences for every investor.
Hans Lee
Livewire Markets
Outlook Series

Why China will help your portfolio in 2023

Fresh from a visit to Hong Kong, Oreana's CIO shares his experience and lessons on investing in the tiger economy.
Isaac Poole
Ascalon Capital
Investment Theme

GARY Top 10: Delivering positive returns in a bear market with yield investing

Yield investing in the next decade will be substantially different to the last few decades as interest rates remain elevated.
ASX
BGA
ELD
+7
Mathan Somasundaram
Deep Data Analytics
Investment Theme

2023 Outlooks from 31 local and global investment firms all in the one spot

Find out how some of the biggest investment firms are preparing for the year ahead via their outlook statements
Ye-Qun Feng
Livewire Markets
Investment Theme

Why I am frustrated by the state of ESG II

ESG scores are fine in principle but have very little to do with important investment questions for carbon emissions. We prefer to look at physical efficiency metrics...
Kingsley Jones
Jevons Global
Investment Theme

Some upside surprises, and 8 ethical stocks to watch

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.
CGS
+5
Australian Ethical Investment
Australian Ethical
Investment Theme

Why Tyndall is buying up these energy stocks

We recently travelled across the world seeking the long-term outlook for energy to 2030. Read below to find out why we added to our overweight position in the sector...
STO
Stefan Hansen
Stefan Hansen
Tyndall AM
Investment Theme

What Europe's greenwashing crackdown means for Australia

With the increasing interest from investors in ESG funds, there has also been an increase in "greenwashed" investment products misrepresented as having ESG components....
Damian Cilmi
Praemium
Investment Theme

The top 10 companies for CEO Effectiveness, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research which evaluates major ASX companies across a range of factors.
AMC
ARF
+19
David Thornton
Livewire Markets
626-650 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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