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Macro

Inflation, rate hikes and public spending

Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.
Shane Oliver
AMP
Shares

Are the banks well-provisioned? Or are they playing catch up?

The Australian banking sector approaches the May 2026 reporting season, at a possible structural turning point in the credit cycle.
Ryan Lim
Alpha Insights
Equities

3 risks you won't see coming

Complacency not catalysts will trigger the next 20% fall, and it could happen within 4 months
CSL
+8
Mark Gardner
MPC Markets
Investment Theme

A dispatch from 2030: The death of online classifieds?

What would need to be true for AI to disrupt online classifieds platforms as severely as current valuations imply?
Kris Webster
Canopy Investors
Macro

Narrowly favouring a March RBA rate hike

We narrowly favour a rate hike in March .with scenario work suggesting the cash rate could reach 4¼-4¾% on persistent inflation.
Kieran Davies
Coolabah Capital
Commodities

Precious metal pullbacks and buying the dip as turmoil engulfs markets

Gold has fallen for four months. While the decline is worrying some investors, market history suggests its a textbook correction.
Jordan Eliseo
ABC Bullion
Shares

These top growth picks have struggled. Here’s what the fund managers who picked them learned

Four fund managers explain what went wrong with their top 2026 growth stock picks and whether they would buy again today.
DXB
HUB
QOR
Keith Ford
Livewire Markets
Asset Allocation

Blackstone on finding real value and the Aussie deal that stole the spotlight

The alternative asset giant rolled into town to talk through its headline-grabbing deals and the big ideas in markets.
Tom Stelzer
Livewire Markets
Property

Why the CBD prime office crunch is a buying opportunity

Supply is frozen, rents are rising, and one fund manager is moving early. The Sydney CBD office opportunity explained.
Anna Dadic
Livewire Markets
Education

The benefits of growing your own dividends

Why reliance on dividends for cash flow is a limiting mindset.
Fisher Investments Australia®
Commodities

Are gold miners like Evolution and Newmont the future of Australian copper mining?

Gold miners are ploughing their record free cash flow into copper acquisition, in an effort to pivot.
David Tuckwell
ETF Shares
Fixed Income

Volatility providing fertile hunting ground

When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall.
Phil Strano
Yarra Capital Management
Investment Theme

A new way to play the US dollar debasement trade?

US dollar devaluation remains a live issue for investors and one fund is throwing its hat in the ring.
Tom Stelzer
Livewire Markets
Fixed Income

Why quality is becoming the defining theme in fixed income

Quality risk-adjusted returns, global diversification and shorter-dated bonds are the opportunities to watch in 2026, say fundies.
Tom Stelzer
Livewire Markets
Fixed Income

Markets priced for perfection amidst a storm brewing

Investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential.
Jay Sivapalan
Janus Henderson
Asset Allocation

When the world demands energy, the real cost is supply - and it runs through the Strait of Hormuz

Todd breaks down oil and gas, uranium, copper, lithium, rare earths, iron ore, Titanium, coal & the supply chain constraints driving them.
BHP
BOE
+18
Murdoch Gatti
York Wealth Management
Investment Theme

How to build a better portfolio thanks to a $30tn asset class

CI Global Asset Management on the real advantage to private markets and equity injection about to come back to private growth markets.
Tom Stelzer
Livewire Markets
Private Markets

Why now is a good time to invest in natural capital: the case for Australian water

Australian water entitlements offer scarce, uncorrelated exposure to natural capital, but require specialist active management.
Jacob Grover
Wilson Asset Management
Commodities

Why oil and LNG prices are spiking, and what it means for Santos and Woodside

Santos is the better bet for oil price leverage, but Woodside has more gas price participation.
STO
+1
David Tuckwell
ETF Shares
Education

The fee spread question ASIC is asking — and private credit investors should too

Same net return. Very different risk. The gap between what borrowers pay and investors receive matters more than many investors realise.
Patrick William
Rixon Capital
621-640 of 38992
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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