Home Wires

Investment Theme

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

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
Livewire Live

5 investment themes attracting this $1 trillion firm's attention

Plus, exclusive insights into the valuation gap between public investments and private investments from a leading investor.
Hans Lee
Livewire Markets
Investment Theme

Bear Schmer... It's sector rotation time!

If all you own is technology, you probably think it is a bear market.
NXL
+6
Kingsley Jones
Jevons Global
Investment Theme

Four thematics blooming this spring

Nvidia lends a hand to robotics firms, data centres become hot commodities, and the EU signs agreements to extract lithium. Join us in this month’s “Next Big Theme” as...
+2
Global X ETFs
Global X ETFs
The Pitch

The investments that will power 30 million households by 2030

The opportunities from the digitisation megatrends could be bigger than most realise in this asset class according to Resolution Capital.
Sara Allen
Livewire Markets
Investment Theme

Navigating the maze: Active management vs. passive exposure in alternative investment strategies

Explore the benefits of a passive investment strategy in real estate private debt through a fund for protection against market volatility.
Alan Greenstein
Zagga Investments
The Rules of Investing

Australia has all the ingredients to become a superpower in this space

We really are the lucky country and our opportunity in new energy creation is real and happening now.
The Rules of Investing
Livewire Markets
The Pitch

How to invest in the next big growth theme (but with more stability)

Resolution Capital's Sarah Lau discusses how you can avoid the peaks and troughs of the economic cycle - and access big megatrends.
+1
Sara Allen
Livewire Markets
Investment Theme

Peeling back the curtain on the fastest-growing asset class in the market

Whilst everyone is intrigued by the returns offered by private credit, there remains some knowledge gaps. We're here to help close them.
Chris Conway
Livewire Markets
Investment Theme

What CEOs have been saying during the ASX reporting season

This special edition includes quotes across the entire month of August taken from company results, presentations and earnings calls.
Robert Miller
NAOS
Investment Theme

The rise of the bank of mum & dad

The term "Bank of Mum & Dad" has become a crucial component of finance for many families. Question is: Is it a choice? Or is it a necessity?
Murdoch Gatti
York Wealth Management
Investment Theme

Diversification and defence: A look at alternative investments against traditional assets

Comparing alternative investments against traditional assets, highlighting their roles in creating a resilient, well-diversified portfolio.
Alan Greenstein
Zagga Investments
Investment Theme

Charting the Semiconductor industry’s next decade of growth

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms...
Billy Leung
Global X ETFs
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