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Investment Theme

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

Investment Theme

The investment outlook for 2026 - expect a rough but, ultimately, ok ride

After three big years, markets face a bumpier 2026. Returns should stay positive, but volatility, politics and AI risks loom.
Shane Oliver
AMP
Outlook Series

Bitcoin and digital assets in 2026: From speculation to strategic allocation

Bitcoin’s price went sideways in 2025, but ownership, regulation and infrastructure shifted in ways that could matter far more in 2026.
Stuart Eliot
AMP Investments
Investment Theme

Defence Tech enters 2026 with strengthening fundamentals

Defence Tech fundamentals remain strong, with expanding order books pointing to sustained momentum into 2026.
Global X ETFs
Global X ETFs
Outlook Series

Global listed infrastructure: The quiet achiever

Inflation-linked cash flows and a capex supercycle suggest listed infrastructure remains mispriced as growth improves.
Andrew Parsons
Resolution Capital
Outlook Series

The winners of the next cycle? Airlie argues they’re already in front of you

Airlie says 2026’s biggest themes are already here and three ASX compounders remain undervalued.
NWS
RMD
Matt Williams
Airlie Funds Management
Investment Theme

Why “AI bubble” forecasts will continue to be wrong in 2026

Bubbles burst on hype. This cycle is built on earnings, infrastructure and productivity, and 2026 may be the biggest year yet.
William Taylor
ETF Shares
Investment Theme

Can I have your attention, please?

2026 likely won’t be a smooth bull market. It will reward investors who stay engaged, question consensus, and learn from experienced hands.
Chris Conway
Livewire Markets
Investment Theme

Ben Forman - How sophisticated investors are thinking about digital assets in 2026

David Clark sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, to discuss the outlook for digital assets.
David Clark
Koda Capital
Outlook Series

The big risks investors should be paying attention to in 2026

Markets are holding up, but risks are building. From valuations to AI and debt, here’s what investors should watch in 2026.
Anna Dadic
Livewire Markets
Investment Theme

Where big tech is choosing to build

The World’s Next Operating System
+7
Edward Heng
India Avenue Investment Management
Investment Theme

Australia's strategic India shift

For Australia, the implications are clear. India is not simply a fast‑growing market; it is a strategic partner.
Mugunthan Siva
India Avenue
Buy Hold Sell

Buy Hold Sell: Ride or rotate? The themes shaping portfolios in 2026

Last year rewarded bold thematic bets. Michael Wayne and Adam Dawes share which trends still stack up for 2026.
Buy Hold Sell
Livewire Markets
Investment Theme

Poll of the week: Are you happy with your investing performance in 2025?

As 2025 comes to a close, we ask the only question that matters - are you satisfied with your returns over the last 12 months?
Tom Stelzer
Livewire Markets
Livewire Christmas

5 growth drivers powering infrastructure returns in 2026 - and 2 stocks to watch

From AI-driven power demand to ageing grids, Sarah Shaw breaks down the forces reshaping infrastructure and stocks best placed to benefit.
Anna Dadic
Livewire Markets
Livewire Christmas

Bitcoin on a Tightrope as 2025 draws to a close

Monochrome reviews the key catalysts for a bull or bear bitcoin market in 2026.
Bridget Nichols
Bridget Nichols
Monochrome Asset Management
Livewire Christmas

Doing more with less: The real winners of changing demographics

Demographic shifts are both a challenge and an investment opportunity for companies.
+1
Stephen Arnold
Aoris Investment Management
Investment Theme

"This rotation has further to run". Inside the 2 ASX stocks Alphinity is backing

The materials rally is now an earnings story, not sentiment-driven. Alphinity shares the 2 ASX stocks positioned for the next leg.
Stephanie Gardner
Livewire Markets
Investment Theme

Stablecoins: the digital aircraft carrier in the fiat wars

Stablecoins could become the U.S.’s most effective tool for projecting monetary power into every smartphone on earth. Dollarisation 2.0.
Ryan McMillin
Merkle Tree Capital
Livewire Christmas

The 12 days of Livewire Christmas returns

Check into Livewire daily leading up to Christmas for our themed content.
Sara Allen
Livewire Markets
Livewire Christmas

10 NEW iconic investments you can literally put under the tree

Ten fresh nostalgia-rich assets that fit under the tree and might quietly compound in value.
Chris Conway
Livewire Markets
Investment Theme

Netflix’s Warner Bros acquisition is about surviving in the era of AI slop

Defence from AI slop, stunting Paramount's growth, wintering short form video: these are the reasons Netflix bought Warner Bros
+3
David Tuckwell
ETF Shares
Investment Theme

UBS forecasts ASX at 8,900 in 2026 and flags the biggest EPS winners

UBS expects the ASX to rise on earnings strength, with mining, consumer and industrials driving the strongest growth.
Stephanie Gardner
Livewire Markets
Investment Theme

2 ASX ETFs Bell Potter backs for emerging markets exposure

With emerging markets attractively valued, savvy Australian investors have a timely entry point into relatively inexpensive growth assets.
Vishal Teckchandani
Livewire Markets
Investment Theme

Private wealth, public impact – family offices go sustainable

Family offices are shifting toward sustainable investing, with ethical indices offering transparent, values-aligned portfolio solutions.
Vinnay Cchoda
Betashares
Investment Theme

Watling: inflation dead, cuts coming, liquidity plentiful, equities to surge

Longview Economics has laid out a positive view for markets over the next 12 months, a sharp contrast to recent doom laden headlines
Chris Conway
Livewire Markets
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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