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Investment Theme

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

Investment Theme

How to build a resilient portfolio, and the one decision behind 90% of returns

Stop waiting for markets to settle. They might not. Here's how to build a portfolio that doesn't need them to.
Stephanie Gardner
Livewire Markets
Investment Theme

“Real Income” that can endure, and grow, through Australian inflation

Real income in an inflationary world: why listed real assets may offer the pricing power your portfolio needs.
AGL
ALX
APA
+11
Andrew Chambers
ClearBridge Investments
Investment Theme

Oil, bond yields, the Federal Budget and the RBA

An investment outlook Q&A on the big questions facing investors today.
Shane Oliver
AMP
Investment Theme

AI 2.0: Moving from the ‘compute land grab’ to deployment

AI’s next phase is here, and it’s shifting beyond software into robotics, hardware and real-world deployment.
+2
Billy Leung
Global X ETFs
Shares

Control space, control the world: how to invest in the space economy

The space economy could be worth $1.8tr within nine years. Here’s how ASX investors can access the theme.
DRO
+13
Sara Allen
Livewire Markets
Investment Theme

Dislocation is the opportunity says Allan Gray and Orbis, and CSL shows promise

Dispersions in valuations both locally and globally represent great opportunities for investors with the conviction to take a position.
CSL
Tom Stelzer
Livewire Markets
Wealth

Boomers got the growth, Millennials inherited the bill

Ahead of a federal budget set to see the biggest shakeup in decades, the fact is something needs to be done on generational inequality.
Tom Stelzer
Livewire Markets
Investment Theme

A dispatch from 2030: The death of online classifieds?

What would need to be true for AI to disrupt online classifieds platforms as severely as current valuations imply?
Kris Webster
Canopy Investors
Markets

Legendary trader Paul Tudor Jones warns markets are becoming dangerously fragile

Paul Tudor Jones, who famously predicted the '87 crash, explains why he likes Bitcoin, fears leverage, and sees opportunity in Japan.
Chris Conway
Livewire Markets
Investment Theme

What’s next for real estate private credit?

2025 brought real estate private credit into focus for a wider investor audience. Will growth and sophistication continue in 2026?
Alan Greenstein
Zagga Investments
Investment Theme

How to build a safer portfolio. Plus the 4 ASX stocks and strategies 3 fundies recommend

Geopolitical shocks are no longer rare. Three fund managers explain how to position portfolios as uncertainty becomes the baseline.
ALD
GMG
+1
Stephanie Gardner
Livewire Markets
Investment Theme

The agentic era broadens AI’s tailwinds

Denny Fish
Janus Henderson
Investment Theme

India's green day rising

India’s oil-related problems are leading to an electrification surge, creating new winners in mid‑cap clean energy and EV innovators.
Mugunthan Siva
India Avenue
Investment Theme

The huge investment opportunity in Climate and Clean Technologies

Investing in climate solutions through durable, high conviction companies powering the AI, energy and electrification transition.
Jai Mirchandani
ELM Responsible Investments
Investment Theme

The 5 most important charts defining markets today

The best predictor of an asset class’s return over long term is starting valuation. Aussie small caps now look cheap vs Aussie large caps.
Andrew Mitchell
Ophir Asset Management
Investment Theme

Spending intentions hit a record high. Sentiment just crashed. Here are the ASX winners and losers.

Spending is holding up, but confidence is falling and the mix is shifting away from discretionary stocks.
COL
JBH
+2
Stephanie Gardner
Livewire Markets
Investment Theme

AI: The new frontier for the ‘just’ transition

Those that recognise this shift early may find both risks and opportunities emerging well before markets fully price the transition.
AGL
NXT
ORG
Erin Kuo-Sutherland
Yarra Capital Management
Markets

The mispriced megatrend hiding in plain sight, and why it’s accelerating now

A multi-decade shift is underway, driven by energy, AI and climate risk, yet markets may still be underestimating the opportunity.
Stephanie Gardner
Livewire Markets
Investment Theme

Emerging-market equities: a brief history of volatility and recovery

Staying invested through times of stress is the best way to ensure that investors don’t miss out on a recovery.
Sammy Suzuki
AllianceBernstein
Markets

Morgans 'Best Ideas' for April and navigating inflation, conflict and AI

Rising geopolitical risks and AI momentum are reshaping markets. Morgans outlines where it sees its highest-conviction opportunities.
Andrew Tang
Morgans Financial
Markets

The AI debate rages on

How Ophir is viewing AI disruption and our framework for finding the companies set to benefit.
Andrew Mitchell
Ophir Asset Management
Investment Theme

Wake up Dead Man: Bitcoin’s path to maturation continues

After nearly two decades of violent booms and busts, news headlines about Bitcoin’s “imminent death” have become less a warning and more a ritual. Each sharp drawdown...
Justin Lin
Global X ETFs
Investment Theme

Interest rates, energy markets and the case for selectivity in Australian small caps

Markets reward patience & process and periods of adjustment separate durable business models from those relying on favourable conditions.
Emanuel Datt
Datt Capital
Listed Series

What really happens before an ETF hits the market

ETFs look simple on the surface. Behind them is a complex process driven by demand, risk, and investor behaviour.
Chris Conway
Livewire Markets
Investment Theme

What investors need to know navigating fraught geopolitics

Fisher Investments Australia reviews how investors should approach a seemingly tense environment
Fisher Investments®
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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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