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Equities

Tapping into global growth with thematic equities

Janus Henderson's recent Global Investment Summit explored growth drivers in equities
Janus Henderson
Janus Henderson
Asset Allocation

Innovative future of global private credit - Russel Pillemer

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.
Murdoch Gatti
York Wealth Management
Equities

The Goldilocks zone for resource exploration (and four ASX companies nailing it)

Everyone wants to find the next Olympic Dam - or do they? How the right resource for the right company can yield exceptional results.
A1M
BHP
+2
Chris Conway
Livewire Markets
Fixed Income
Sponsored

Worried about higher-for-longer rates and/or a recession?

Worried about rates remaining higher-for-longer and/or the rapidly rising risk of a recession? With over $10bn in FUM and Australia’s largest high-grade fixed-income...
Christopher Joye
Coolabah Capital
Equities

Why Australia has missed out on the “small cap effect”

This paper will make the case that the performance, risk and constituent characteristics of the small cap index in Australia are poor.
BLD
Schroders Australia
Schroders
Income

Why this is a much more interesting period for income investors (and how to take advantage)

Flexibility and more dynamic allocations will be required in the new normal, according to Schroders' Adam Kibble.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

Why investors need to understand real returns

And how Talaria Asset Management delivers investors income no matter the economic cycle.
Ally Selby
Livewire Markets
Macro

Policy rules point to central banks diverging on rates

A policy rule still points to a slow/shallow rate cut cycle in the US, steady rate cuts in the EA, and that the RBA should hiked a bit more.
Kieran Davies
Coolabah Capital
Daily Report

ASX 200 to rise, S&P 500 and Nasdaq hit third straight record close as CPI cools

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
Fund in Focus
Sponsored

Lazard's formula for finding the world's best infrastructure assets

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.
Chris Conway
Livewire Markets
Equities

RPM Automotive Group (ASX:RPM) – growth, scale and improving prospects on a low single-digit PE multiple

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business.
BAP
Steve McCarthy
DMX Asset Management
Macro

A September cut is back on the table

May CPI Data - Seema Shah
Seema Shah
Principal Asset Management
Macro

Just one cut this year… but do they reeeeallly mean that?

The Federal Open Market Committee (FOMC) kept the benchmark policy rate at 5.25%-5.50% today for the seventh consecutive meeting. More significantly, the latest dot...
Seema Shah
Principal Asset Management
Income

Don’t hope for cuts, prepare for hikes

With markets discounting a hard landing it makes sense to prepare for the worst rather than hope for the best.
James Marlay
Livewire Markets
Private Markets

The lesser-known concentration risk facing this asset class

Many investors are not applying diversification universally in their portfolios - it's creating a concentration risk in this asset class.
Arian Neiron
VanEck
Investment Theme

Diversifying for success: Why alternative investments matter in your portfolio

In the evolving investment landscape, the concept of diversified portfolios has become synonymous with the pursuit of financial resilience.
Alan Greenstein
Zagga Investments
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Daily Report

ASX 200 to fall, Apple lifts S&P 500 and Nasdaq to record highs ahead of Fed and CPI report

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Education

Scaling success: the secrets behind continuous market share gains

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
5241-5260 of 39041
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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