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Investment Theme

Insights from Singapore: Australia’s AI edge lies in the infrastructure race

As AI shifts from software to physical infrastructure, Australia’s land, energy and security profile position it to benefit.
WAA
WAM
WAX
+1
Tobias Yao
Wilson Asset Management
Funds

How we manage our Future Generation investment portfolios

Hear the latest insights from our Future Generation Investment Committee.
Future Generation
Future Generation
Property
Sponsored

Finding value in Brisbane’s red-hot commercial market

Brisbane offices are gearing up for an income-driven recovery with fewer new projects and stronger demand.
Vishal Teckchandani
Livewire Markets
Investment Theme

Owning gold: the question shifts from ‘why’ to ‘why not’

Gold was not spared in the recent sell-off, but it tends to shine as crises drag on - its resilience should not be underestimated.
Mun Fai Cheong
World Gold Council
Investment Theme

Can you trade the Winter Olympics? Here’s what we found

Markets love a theme. So we asked: is there a “snow trade”? We put the host, the sponsors and the medal leaders under the microscope.
+2
Vishal Teckchandani
Livewire Markets
Asset Allocation

Why we advocate an overweight allocation to international equities

On balance, we believe the risks remain skewed to the upside
Martin Fowler
Pitcher Partners
Education

Crypto's most active bear market ever

Prices are down while activity is at all time high, that relationship wont hold much longer.
Ryan McMillin
Merkle Tree Capital
Investment Theme

Software’s big sell-off: structural risk or narrative noise?

Equity portfolio teams must ask questions to determine where the narrative is overdone in a software industry facing disruptive forces.
Kent Hargis
AllianceBernstein
Property

Why the new tax regime could spark a revival in AREITs

The environment calls for deliberate, careful asset selection that takes advantage of mispricing.
Mark Mazzarella
Dexus Real Estate Securities
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
Fixed Income

Pay attention to fixed income in 2026, say fundies

Compressed opportunities elsewhere mean fixed income is in a place where it can offer real diversification and risk-adjusted returns.
Tom Stelzer
Livewire Markets
Property

Darwin is now Australia’s stand-out property market

Some suburbs have recorded price growth of more than 15%. What's behind the boom, and is it sustainable?
Nerida Conisbee
Ray White
Education

Warren Buffett’s second-greatest gift to investors

His investment philosophy is his most precious legacy. His second-greatest is the ability to describe and explain it clearly and simply.
Chris Leithner
Leithner & Company Ltd
Commodities

Gold ETF flows remain resilient despite June reversal

The first half of 2026 saw managed money net longs remain stable as retail positioning tracked short-term price movements
World Gold Council
World Gold Council
Equities

MI6 investigation finds no real reason for fall in gold explorer’s share price

Plus, Powerhaus IPO taps into unfolding uranium bull market and Philippines-focussed Tetragon Energy makes strong ASX debut.
BHP
MI6
+4
Barry FitzGerald
Independent Journalist
Funds

Future Generation Global (ASX: FGG) announces +49% increased fully franked full year dividend including a special dividend

The Future Generation Global Board of Directors declares a 49% increase in dividends payable for 2025.
Future Generation
Future Generation
Education

Three tips for investing when markets are moving quickly

Risk capacity, time horizon, income stability and liquidity needs should anchor portfolio decisions.
Global X ETFs
Global X ETFs
Asset Allocation

A.I. needs power & Aus energy markets aren't ready - Jason Coggins

As AI drives power demand, hear Jason explore the energy war, semiconductors, P.Credit, geopolitics, CCY, capital flows & where to allocate.
QAN
+7
Murdoch Gatti
York Wealth Management
Equities

What’s changing for Australian small caps in 2026?

Diverging rate outlooks, contested leadership and the renewed importance of resources are shaping outcomes in the year ahead.
360
+3
Robert Hawkesford
Blackwattle Investment Partners
Property

The housing market’s K-Turn

In capital cities, affordable homes are now driving the strongest price growth.
Nerida Conisbee
Ray White
641-660 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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