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Investment Theme

Howard Marks - You can’t predict, but you can prepare

A framework for positioning portfolios.
David Clark
Koda Capital
Funds

Where QVG is finding small cap Nirvana (hint: not in defence stocks)

QVG Capital knows small caps, and, despite a stellar 12 months, they believe share prices of such companies still have a way to run.
+4
Andrew Legget
Livewire Markets
Equities

Dotcom on steroids

Decelerating revenue growth, collapsing free cash flow, and increasing competition. Is the tech bubble about to pop?
+17
GQG Partners
GQG Partners
Equities

The Fed, Trump and buggy robots. Oh my!

A lot happened this week. Here is what captured my attention as a growth investor.
BKW
+3
Andrew Legget
Livewire Markets
Equities

China’s Nvidia “ban”: a speed bump or a roadblock?

China orders tech giants to halt Nvidia’s China-only AI chip buys. Is this a speed bump or roadblock for Nvidia?
Cliff Man
ETF Shares
Investment Theme

Time for active management

Doug Tynan, CIO of GCQ Funds Management, shares the mindset, rules and real world examples behind his high performance investing approach.
Future Generation
Future Generation
Buy Hold Sell

Buy Hold Sell: How the pros are setting their portfolios for 2026

Medallion’s Michael Wayne and Shaw’s Adam Dawes reveal where to overweight and underweight, plus their ASX 200, S&P 500 and RBA rate calls.
Buy Hold Sell
Livewire Markets
Equities

Europe bet pays off for Antipodes’ Jacob Mitchell - where he’s investing next

This investing veteran sees value in several big tech stocks, but warns of market exuberance and the potential for a debt crisis.
James Marlay
Livewire Markets
Private Markets

5 key charts to building wealth in private markets

Over the past 30 years, public market regulations have made it progressively more difficult and expensive to operate as a publicly traded company. Meanwhile, rule...
Teiki Benveniste
Ares Wealth Management Solutions
Asset Allocation

Passive aggressive

Key Points: • Active managers underperform and charge for the privilege, few beat their benchmarks despite charging 3x the fees. • Today's "passive" portfolios are...
Alex Cathcart
Drummond Capital Partners
Macro

J.P. Morgan: Where stocks go next after Fed rate cut

A new rate-cutting cycle is good news for equities, but investors shouldn't get complacent, says global market strategist Kerry Craig.
Tom Stelzer
Livewire Markets
Macro

Fed is taking the no-risk free path to cuts

As widely expected, at its September meeting the Federal Open Market Committee (FOMC) decided to lower its benchmark policy rate by 25 basis points to 4.00%-4.25%....
Seema Shah
Principal Asset Management
Macro

Fed data dependence means less dovish rates pricing now to contain the risk premium in bonds

Fed trims rates 25bps; Powell cautious, data-driven stance curbs market hopes for deep cuts as yields edge higher.
Damien Boey
Wilson Asset Management
Property

Renewable energy investment: gloom or boom?

Whilst facing headwinds, momentum for Renewable energy remains strong.
Ben McVicar
Magellan Investment Partners
Equities

Fund managers most bullish in seven months despite record valuation fears

The latest BofA fund manager survey shows bullish equity positioning and soaring growth expectations, but sticky inflation concerns.
Kerry Sun
Livewire Markets
Commodities

The future of exploration: tokenising pounds in the ground

A reader recently introduced me to an interesting idea: a firm in the US is looking to ‘tokenise’ unmined gold resources.
James Cooper
Fat Tail Investment Research
Fixed Income

Why managed accounts are the new gateway to fixed income

Private investors can now access the same high quality fixed income alternatives as institutional investors.
Darryl Bruce
Income Asset Management
Macro

Gold at record highs – can it keep going? Implications for investors

Gold keeps smashing records, but is it inflation fears, geopolitical shocks or debt worries? Here’s why investors are watching closely.
Shane Oliver
AMP
Education

Your guide to building a growth portfolio in an SMA

An SMA structure could change your approach to growth investing.
BHP
+7
Hugh Robertson
Centaur Financial Services
Macro

Markets on edge ahead of Fed rate call as tariffs and rising recession risks threaten to sink US economy

Tonight’s Fed rates call may set the tone for a slowing US economy, as tariffs, weak growth, and other policy missteps risk a US recession.
BHP
+8
Carl Capolingua
Livewire Markets
2061-2080 of 39002
The 10th annual Livewire Live 2026

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22 September 2026 Art Gallery of NSW, Sydney

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