Home Wires

Investment Theme

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

Alternatives in Focus

A guide to the 143 ETFs, LICs/LITs and REITS that can help diversify your portfolio

Discover the growing landscape of listed alternative funds in Australia, exploring their role, different types, and associated risks.
GMG
+2
Patrick Poke
A Rich Life
Investment Theme

Commercial real estate debt opportunities in Australia

Australian investors have long favoured traditional assets, like stocks, bonds, and brick-and-mortar property.
Alan Greenstein
Zagga Investments
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
Investment Theme

3 strategies to manage Bitcoin’s volatility

Investors might be deterred by bitcoin's high volatility but many traditional strategies can help manage this challenge.
Bridget Nichols
Monochrome Asset Management
Alternatives in Focus

No more trade-offs: Green investment can deliver competitive returns

With US$190 trillion to be spent by 2050 to meet global net-zero targets, there's a massive opportunity in green energy infrastructure.
Livewire Exclusive
Livewire Markets
Alternatives in Focus

Macquarie on the asset class expected to accelerate into a "multi-decade growth opportunity"

Macquarie aims to merge profit with purpose with its strategy for capitalising on green energy growth
Chris Conway
Livewire Markets
Investment Theme

The CRE debt market

Commercial real estate debt (CRE debt) is playing an increasingly important role in the Australian property market.
Alan Greenstein
Zagga Investments
Investment Theme
Sponsored

A first mover opportunity in this long term structural growth theme

Investors are only beginning to understand the opportunity in battery technology and energy storage.
Australian Ethical Investment
Australian Ethical
Investment Theme

Why we are excited about the opportunities in Listed Real Assets

The stage is set for an uptick in valuation and income growth for listed Real Assets. We discuss the assets we find favourable right now.
AGL
APA
+5
Andrew Chambers
Martin Currie
Investment Theme

Real estate private debt in Australia

Private debt has exploded onto the Australian investment scene, dominating news headlines, investor discussions, and even social media.
Alan Greenstein
Zagga Investments
Investment Theme

The country which is "uninvestable" right now - no, it's not China

Following on from our last wire on the Mexican political scene, we look at Brazil, Argentina, and the ramifications of the US race.
Sarah Shaw
4D Infrastructure
Investment Theme

Is obesity finally in decline? The 'miracle' drugs and stocks to watch

Obesity rates, once on a seemingly endless upward trajectory, have peaked and are now showing a decline.
Dr David Allen
Plato Investment Management
Investment Theme

How Mexico's new President could make investing in this asset class more attractive

In our latest Trip Insights wire, I travel to South America to get the real story on infrastructure there.
Sarah Shaw
4D Infrastructure
Success and More Interesting Stuff

Former Wallaby David Lyons' game-changing investments in Ag

Is it possible to generate higher returns for less risk? David Lyons is taking a fresh approach to investing in agriculture
Matthew Kidman
Centennial Asset Management
Investment Theme

EV industry’s shift from regulation to consumer demand

Recent concerns over declining lithium prices and a perceived oversupply in the sector have overshadowed a critical development in the electric vehicle (EV) sector: a...
Justin Lin
Global X ETFs
Investment Theme

How to access private debt investment opportunities in private commercial real estate debt

Traditional methods like direct property ownership and REITs are well-known. However, a new segment is gaining attention: private debt.
Alan Greenstein
Zagga Investments
Investment Theme

Emerging markets - the winning equation

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....
Mugunthan Siva
India Avenue
Rapid Fire

How you can turn life challenges into great investments

Everyday concerns are more than a matter of life, they could also be part of your investments.
Sara Allen
Livewire Markets
Livewire Live

Watch: 5 shocking predictions for 2025 and beyond

It’s easy to get caught up in a herd mentality, but history shows that thinking differently can pay off in a big way.
Livewire Exclusive
Livewire Markets
Investment Theme

Tell the index funds they’re dreamin’

The traditional method of passive investing might just be the antithesis of the Aussie approach to good value.
Alice Shen
VanEck
Livewire Live

Watch: 5 seismic shifts happening right now and how to take advantage of them

The first panel session at Livewire Live 2024 unpacked the 5 most important megatrends happening right now. Watch the session here.
Chris Conway
Livewire Markets
Investment Theme

A generational change is coming. Here's where you could invest to take advantage of it

According to two demographers, we’re approaching a new generational cycle and this has implications for investors.
Arian Neiron
VanEck
Investment Theme

Strategic shifts: The growing allure of Australian real estate private credit

In recent years, the explosion of family offices across the Asia-Pacific region, including Australia, has captured significant attention.
Alan Greenstein
Zagga Investments
Livewire Live

5 seismic shifts happening right now and how to take advantage of them

Big shifts, bigger opportunities. We unpacked five far-reaching trends at Livewire Live, with the help of an all-star panel.
TLS
+5
Chris Conway
Livewire Markets
Livewire Live

AI, Soul Patts, the thirst for capital: 6 highlights from Livewire Live 2024

From seismic shifts rattling the markets to house-favourite stock picks, here's everything you missed from Livewire Live.
BRG
HUB
+4
Kerry Sun
Livewire Markets
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