Alternatives

“It’s a one-way train”: The simple equation behind Blackstone’s bullish AI thesis

Blackstone’s Viral Patel says the demand driving AI investment presents a compelling moment for investors.
James Marlay
Livewire Markets
Expert Insights

Where the next wave of ASX dividend income could come from

Growth has sold off - banks, miners, are back. But Solaris says the best income portfolios combine yield today with dividend growth tomorrow
BHP
BPT
+1
Anna Dadic
Livewire Markets
Expert Insights

This fund proves capital can deliver returns and impact - for good

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.
Anna Dadic
Livewire Markets
Expert Insights

6 emerging fundies share the lessons and stocks shaping their portfolios

The market is a brutal teacher. Six rising fundies share the lessons that shaped how they think about risk and opportunity.
HUB
NYSE:SAP
Anna Dadic
Livewire Markets
Expert Insights

3 top fundies, 10 stocks for the next decade

Anna Milne (WAM), Arms Rosenberg (Minotaur) and Chanel Stuart-Findlay (Plato) on the themes shaping markets and how they pick future leaders
AYA
+2
Anna Dadic
Livewire Markets
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Expert Insights

The biggest risk to loan markets today

And where a US$519 billion investment manager is finding opportunities.
Ally Selby
Livewire Markets
Expert Insights

Why microcaps could be the biggest opportunity in markets today

Inefficiencies in microcaps could be a key advantage for investors in today's markets, according to Yarra Capital Management's Joel Fleming
PLS
PME
Sara Allen
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Expert Insights

2 booming markets amid the economic storm

In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.
Ally Selby
Livewire Markets
Expert Insights

Are we at the start of the next property cycle?

Australian residential commercial property accounts for over 70% of Qualitas' portfolio. In Expert Insights, Andrew Schwartz explains why.
Sara Allen
Livewire Markets
Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Expert Insights

Anatomy of a bank failure and why Coolabah was shorting Credit Suisse in 2022

Plus, the firm's Head of Credit Research shares how the team is viewing the current landscape.
Chris Conway
Livewire Markets
Expert Insights

China’s property crisis (and why there’s still opportunities in the region)

In this Expert Insights, Man GLG's Andrew Swan provides a deep dive on China's property crisis and the select opportunities in the region.
Ally Selby
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Expert Insights

Qualitas sees green shoots in construction financing after pandemic challenge

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses the outlook for property and why he is positive on construction.
Sara Allen
Livewire Markets
Expert Insights

M&A is starting to pick up in microcaps. Here’s why that’s positive news

Yarra Capital Management's Joel Fleming shares the positive indicators he's seeing in the Australian microcap space
Sara Allen
Livewire Markets
Expert Insights

This is China's economic reckoning

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.
Ally Selby
Livewire Markets
Expert Insights

When it comes to bonds, keep an eye out for duration

VanEck offers three new ETFs to allow you to gain exposure to Australian government bonds with all the benefits of an ETF
Kym Sheehan
Livewire Markets
Expert Insights

Floating rate notes versus cash and term deposits

Cash is back and investors now have a bunch of options to help stay ahead of inflation.
James Marlay
Livewire Markets
Expert Insights

Risk is everywhere, just make sure you're getting paid to take it

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.
Chris Conway
Livewire Markets
Expert Insights

Why a shortage of debt capital means massive opportunity for investors

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses CRE debt and why even Australia's banks can't keep up with demand.
Sara Allen
Livewire Markets
Expert Insights

Income and diversification can have a one stop solution

Most investors accept the importance of fixed-income assets in a diversified portfolio but investing in bonds can be tricky
Kym Sheehan
Livewire Markets
Expert Insights

This market has changed and changed again... here's how to navigate it

The fixed income market has been through a tumultuous period and whilst investors have felt the pain, there are effective strategies
Chris Conway
Livewire Markets
Expert Insights

Worried about another rate hike? State Street says high probability multiple hikes are coming

State Street’s fixed income team says the RBA has plenty more work to do.
James Marlay
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

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