Home Wires

Investment Theme

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

Income

The three key questions to ask yourself before retirement

It is never too late or too early to start investing for your retirement. Whether you have a retirement date in mind or you've just woken up to the shock realisation...
Mia Kwok
Mia Kwok
Livewire Markets
Investment Theme

We are at the vanguard of a new space age

Neil Armstrong landed on the moon in 1969 and delivered his pre-prepared line that became famous: “That’s one small step for man, one giant leap for mankind.” Except...
Michael Collins
Michael Collins
Magellan Investment Partners
Investment Theme

The alternative asset class whose time has come

Private investments are increasingly drawing the focus of some of the heaviest hitters of the investment world, including Oaktree Capital, Berkshire Hathaway and,...
REH
Sebastian Evans
NAOS
Expert Insights

The extraordinary positive power of saying no 99% of the time

We don’t know if CIO Matt McNamara actually Iikes saying ‘no’ quite as much as he has to, but the success of Horizon 3 Biotech depends on it. Of the three to five...
Livewire Exclusive
Livewire Markets
Investment Theme

Platinum: the middle child of the precious metal family

Platinum is often excluded, ignored, or outright neglected. When investors think of precious metals their minds immediately run to gold and silver. Meaning that...
kanish chugh
kanish chugh
Global X ETFs
Expert Insights

The biggest company you've never heard of

If you want to know just how integral semiconductors are to our day-to-day lives simply ask Kanish Chugh's four-year-old son. He now knows all about it, thanks to...
Livewire Exclusive
Livewire Markets
Investment Theme

Smart beta: the adviser’s choice

We’ve talked extensively about the rise of smart beta and the disruption of active management. We think that smart beta products are a disruptive innovation with the...
Arian Neiron
VanEck
Expert Insights

That's not a megatrend. THESE are megatrends. (And this is how to play them)

The word megatrend gets thrown around a lot, but to properly qualify it has to satisfy set criteria, says Kanish Chugh, Head of Distribution at ETF Securities. A...
Livewire Exclusive
Livewire Markets
Expert Insights

How to find a Biotech winner

When is the perfect time to invest in a company, and how do you decide? Jumping in with an early-stage company that is burning with potential can bring enormous...
Livewire Exclusive
Livewire Markets
Investment Theme

The towering opportunity when 5G really arrives

Telstra’s (ASX: TLS) $2.8 billion sale of a major stake in its InfraCo Towers business was welcomed by shareholders in recent weeks. The deal will unlock a large...
5GN
TLS
+1
Glenn Freeman
Livewire Markets
Expert Insights

A booming sector with undervalued opportunities

Biotech is a booming sector currently worth US$755 billion and forecast to be triple that by 2028. This is all very well but what exactly is Biotech? It's about genes,...
Livewire Exclusive
Livewire Markets
Investment Theme

The fundamentals keeping chips hot

Semiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones and computers – to function. They are so ubiquitous that...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

Active management...alive and well

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...
Mugunthan Siva
India Avenue
Investment Theme

The video game market is larger than you think, and FAANNG is the best way to play it

With the announcement that Netflix is moving into video games, the crucial role of the US technology giants known as the FAANNGs – Facebook, Apple, Amazon, Netflix,...
kanish chugh
kanish chugh
Global X ETFs
Investment Theme

The compounding power of going back to basics

In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. Growing $10,000 at an...
Bruno Paulson
Morgan Stanley IM
Investment Theme

Does the tech sector have more room to run?

Throughout last year’s recession and the ensuing recovery, many equity investors felt compelled to chase near-term, macro trends or investment factors that sometimes...
Denny Fish
Janus Henderson
Investment Theme

Finding Value in ESG

Using carbon pricing as a research input is an illustration of our integrated approach to evaluating ESG considerations in our normal investment due diligence process....
John Goetz
Pzena Investment Management
Investment Theme

Be long what China is short. Be short what China is long

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...
CSL
+9
Angus Kennedy
Livewire Markets
Investment Theme

Is Amazon really a sustainable investment?

The WHEB investment strategy has evolved considerably over the past 15 years. But the core has always been quite simple. We invest in companies that provide solutions...
Ted Franks
Pengana Capital Group
Rapid Fire

Green investment boost after regulator's shot in the arm

If exploding coal-fired power stations around the world and looming energy shortfalls as “old world” facilities are retired weren’t enough, recent comments from the...
Glenn Freeman
Livewire Markets
Investment Theme

A gold medallist's winning path to investing

Just a few days after Australian sailors Matthew Belcher and Will Ryan scooped Australia’s 15th gold medal of the Tokyo Olympics, it's a fitting time to reflect on...
Glenn Freeman
Livewire Markets
Investment Theme

The 5-point earnings results checklist

ASX listed companies report their earnings to the market at least twice a year, typically in August (full year results) and February (half year results). 2020 was a...
Robert Miller
NAOS
Investment Theme

A little more conversation and a lot more action

There’s a lot of talk about the importance of environmental, social and governance issues in investment decisions, but is there sufficient action? And if there is,...
Pierre Lenders
Pierre Lenders
Capital Fund Management
Investment Theme

How to catch the inflation upside with infrastructure

The world is currently experiencing a period of very strong global economic growth, with productive economies reopening and vaccine rollout. This has been a product of...
SYD
Sarah Shaw
4D Infrastructure
Investment Theme

Cows, methane and the climate threat

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Cows for the meat and dairy industries are...
Velislava Dimitrova
Fidelity International
926-950 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

Register Now