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Investment Theme

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

Investment Theme

Owning gold: the question shifts from ‘why’ to ‘why not’

Gold was not spared in the recent sell-off, but it tends to shine as crises drag on - its resilience should not be underestimated.
Mun Fai Cheong
World Gold Council
Investment Theme

Sold off, not broken: 4 mission-critical stocks to consider

Xero and Bravura are two businesses that we believe will not just survive, but will thrive in the aftermath of the SaaSpocalypse.
Steve Johnson
Forager
Shares

Why Greg Canavan is holding 22% cash - and where he's looking to deploy

Markets have gotten cheaper recently but Greg Canavan says the rules are changing. Here is how he is positioning for what comes next.
Chris Conway
Livewire Markets
Listed Series

7 ETFs Aussie investors are leaning into right now

As markets shift rapidly, Australian investors are embracing ETFs to diversify, enhance returns and manage risk.
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Chris Conway
Livewire Markets
Investment Theme

11 ASX ETFs to help navigate the ongoing Iran conflict and what happens next

Betashares' Cameron Gleeson says investors have a few ways to position against the scenarios that could play out in the Middle East.
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Tom Stelzer
Livewire Markets
Investment Theme

When will the chaos end? The high-probability timeline for Iran

It’s hard to make a confident call without the timeline — here’s the most likely resolution date and our 3-phase playbook to profit from it
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Mark Gardner
MPC Markets
Investment Theme

The three big events impacting markets today

We can expect to see a continuation of equity market participation, with more stocks outperforming, including small-cap outperformance.
Andrew Mitchell
Ophir Asset Management
Listed Series

While SaaS stocks were falling out of bed, these overlooked growth stories kept compounding

While tech swung wildly, infrastructure kept delivering. Magellan’s Ben McVicar reveals the global assets set to compound for decades.
Chris Conway
Livewire Markets
Listed Series

The hidden bets inside thematic ETFs

Thematic ETFs promise exposure to the future. But every big bet on one sector quietly creates an equally big bet against another.
Chris Brycki
Stockspot
Investment Theme

How sophisticated investors are accessing the private credit boom

In a market of volatility, uncertainty and evolving regulation, investors turn to alternatives for diversification and capital preservation.
Alan Greenstein
Zagga Investments
Investment Theme

Picks and Shovels: 3 innovation ETFs you should know

Why These ETFs Make Sense NowInnovation continues regardless of market sentiment. And materials are needed regardless of economic cycles.In a world where technology is...
Global X ETFs
Global X ETFs
Investment Theme

What is the latest reporting season telling investors about the direction of markets?

As the current environment introduces short-term uncertainty, it reinforces the importance of logistics infrastructure platforms.
Emanuel Datt
Datt Capital
Listed Series

The "picks and shovels" AI play offering true diversification

Global X's Billy Leung says infrastructure is the crucial next leg in the AI supercycle and where investors can find the most opportunity.
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Tom Stelzer
Livewire Markets
Investment Theme

Software’s big sell-off: structural risk or narrative noise?

Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing disruptive forces.
Kent Hargis
AllianceBernstein
Investment Theme

It's TACO time: Charlie Aitken’s 3 market bets from the US–Iran conflict

Trump may be pulling the pin on his Iran attack, and savvy investors should be looking to benefit, says Regal's Group Investment Director.
DRO
ELS
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Tom Stelzer
Livewire Markets
Investment Theme

What investors should learn from the AI repricing

Long term value creation tends to concentrate in companies that control the platforms and ecosystems.
Emanuel Datt
Datt Capital
Investment Theme

A $60 billion automaker you’ve never heard of

India is becoming the silent backbone of many global models in the automotives industry.
Edward Heng
India Avenue Investment Management
Investment Theme

HYPE is living up to the Hype

A Decentralised Exchange is now outpacing Coinbase and Robinhood, it's time to take DeFi seriously
Ryan McMillin
Merkle Tree Capital
Investment Theme

Ian Macoun - make it better: building investment excellence that lasts

What separates enduring investment managers from the rest? A masterclass on alignment, private markets and long-term capital stewardship.
David Clark
Koda Capital
Investment Theme

Emerging Market engines shift into high gear for equity investors

Earnings growth could continue energizing an emerging-market stock recovery.
Sammy Suzuki
AllianceBernstein
Investment Theme

Passive is winning the flows. But is it winning the debate?

Passive may dominate inflows, but markets still rely on someone to set prices and back businesses.
Stephanie Gardner
Livewire Markets
Investment Theme

Great businesses can be great investments, sometimes

When good businesses are under a cloud, it’s time for Forager to get interested.
Gareth Brown
Forager
Investment Theme

Nvidia's results show the AI trade is alive and well

If any other company achieved what Nvidia just did, the share price would be surging.
David Tuckwell
ETF Shares
Investment Theme

AI's agile “appliers”

Hundreds of billions of dollars are being spent on advancing AI. AI capability has surged but the costs to "AI Appliers" have plummeted.
Martin Pretty
Equitable Investors
Investment Theme

Investment outlook: Discipline will define returns in 2026

From private credit to equities, the focus shifts to resilience, quality and long-term fundamentals
MA Financial Group
MA Financial Group
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The 10th annual Livewire Live 2026

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22 September 2026 Art Gallery of NSW, Sydney

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