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Investment Theme

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

Buy Hold Sell

Buy Hold Sell: Why these advisors are trimming gold (plus two global ETFs they’re buying)

We put our guests to the test on more of your most-tipped ETFs in this BHS bonus episode.
+6
Buy Hold Sell
Livewire Markets
Investment Theme

Why the 'SaaS-pocalypse' for video games makes some sense

Short form videos like TikTok are taking mindshare from gaming, with AI amplifying existing concerns.
+9
David Tuckwell
ETF Shares
Investment Theme

Silicon railroads: How the $600 billion AI capex pays for itself

Big Tech’s $600B AI spend isn't a bubble. It’s a self funded infrastructure build out with superior ROE and capital efficiency
William Taylor
ETF Shares
Buy Hold Sell

Buy Hold Sell: 3 ETFs for AI exposure… and 3 if the robots disappoint

AI mania is here. We break down three ETFs chasing the boom and three designed to hold firm if the hype unravels.
+1
Buy Hold Sell
Livewire Markets
Investment Theme

Padley: The rules have changed (for now)

Fundamentals don't matter and momentum is the game. If you want to play it, Marcus Padley says you need to start thinking like a computer.
James Marlay
Livewire Markets
Investment Theme

One Piece treasure: Can Bandai replicate Pokémon’s trading card success?

Bandai Namco (7832.JP) is positioned to replicate the 'Pokémon Card effect' for a new generation of alternative asset investors.
Daniel Wong
Mintwell
Investment Theme

From emerging to strength – the asset class to watch in 2026

Three tailwinds that could support continued emerging markets performance this year.
Anna Wu
VanEck
Investment Theme

Beyond the shine: three investment themes to watch

The latest on AI infrastructure, India-US trade and murmurs of a mega AI IPO.
+1
Billy Leung
Global X ETFs
Investment Theme

Can you trade the Winter Olympics? Here’s what we found

Markets love a theme. So we asked: is there a “snow trade”? We put the host, the sponsors and the medal leaders under the microscope.
+2
Vishal Teckchandani
Livewire Markets
Investment Theme

The 5 forces this US$1 trillion player is paying attention to

AI investment, easing inflation and falling rates are reshaping markets. Here’s where opportunity may emerge in 2026 according to Blackstone
Chris Conway
Livewire Markets
Investment Theme

US + 1: The quiet rebalancing

For decades, global strategy has revolved around an assumption that the US is the world’s consumer, market and the centre of gravity
Mugunthan Siva
India Avenue
Investment Theme

Schroders' Sebastian Mullins on the "insane" gold rally, USD debasement and Australia's E-shaped economy

There's no rest for the wicked in markets these days, especially not multi-asset managers.
Tom Stelzer
Livewire Markets
Investment Theme

A new way to play the US dollar debasement trade?

US dollar devaluation remains a live issue for investors and one fund is throwing its hat in the ring.
Tom Stelzer
Livewire Markets
Investment Theme

From fear to fundamentals: How AI will drive SaaS leaders over the long term

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compounding returns.
360
PME
+5
Jai Mirchandani
ELM Responsible Investments
Investment Theme

Inside Apollo’s US$110 billion infrastructure investment push

Infrastructure systems built over centuries are being rebuilt in decades. Apollo's Olivia Wassenaar explains what that means for investors.
Chris Conway
Livewire Markets
Investment Theme

India enters the global AI fast lane

India is now an increasingly central participant in the execution and scaling of enterprise AI.
+3
Edward Heng
India Avenue Investment Management
Investment Theme

Doug Tynan says AI fear has created the most favourable time to deploy capital

Markets are pricing disruption faster than fundamentals are changing. Doug Tynan explains why that matters for investors.
Stephanie Gardner
Livewire Markets
Investment Theme

Tokenisation in 2026

The “RWA trade” moves from narrative to plumbing
Ryan McMillin
Merkle Tree Capital
Investment Theme

Discipline required: PIMCO's 2026 outlook on Australia, China and Japan

Investors can find enduring opportunities amidst diverging policy across the APAC region.
Tom Stelzer
Livewire Markets
Investment Theme

Cerutty's Chris Judd on calling Silver's surge and if investors have now missed the boat

Hot on the heels of gold, silver is now emerging as the biggest trade in early 2026 as speculation and catalysts ramp up.
SS1
SVL
+3
Tom Stelzer
Livewire Markets
Wealth

3 under-the-radar ASX calls for 2026

Antares' Nick Pashias shares his picks for the ASX sector, asset class and contrarian stock bets investors might be missing in 2026.
IEL
Tom Stelzer
Livewire Markets
Investment Theme

What golf teaches investors about capital, concentration and staying power

A conversation on sport, wealth and global living, exploring how high-performance principles shape long-term capital and a well-lived life.
David Clark
Koda Capital
Investment Theme

This stock ETF is already up 12% in 2026. Is this a megatrend to watch?

A rotation from Big Tech to US mid caps is underway and could emerge as one of this year's biggest opportunities.
Tom Stelzer
Livewire Markets
Outlook Series

The biggest opportunities in markets in 2026

We asked some of Australia's best fund managers what they see as the top investment opportunities for this year.
Buy Hold Sell
Livewire Markets
Outlook Series

Navigating the new biotech and medtech cycle

Disciplined pricing, capital constraints, active M&A and adaptive regulation is setting the stage for compelling investment opportunities.
Valentin Moingeon
KP Rx
101-125 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