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AI: The new frontier for the ‘just’ transition

Those that recognise this shift early may find both risks and opportunities emerging well before markets fully price the transition.
AGL
NXT
ORG
Erin Kuo-Sutherland
Yarra Capital Management
Asset Allocation

Inside the Portfolio: Selling AI stocks and Asian tech, buying EM electronics

Skerryvore's Glen Finegan on why and how it's looking at the areas of emerging markets the rest of the market is ignoring.
Tom Stelzer
Livewire Markets
Fixed Income

Does your portfolio need a rocket… or a tractor?

Everyone wants the next SpaceX. But the best portfolios also need investments that quietly preserve capital and generate dependable income.
Jonathan Weinstock
FarmCap
Property

Prices won’t crash, but first home buyer markets are most exposed

A housing crash looks unlikely, but some suburbs face far greater risks as first home buyer support fades and investors retreat.
Nerida Conisbee
Ray White
Macro

Reserve currencies must provide an anchor in a sea of uncertainty

I take a closer look at what makes a reserve currency and why their decline is usually associated with a breakdown in their 'credibility'.
Clive Smith
Education

The wisdom of many models: no single model is wise enough

One model is a liability. An ensemble of many models beats the best of them, just as a diverse crowd beats its cleverest member.
Evan Metcalf
Savana Active ETFs
Commodities

Why gold in 2026? Australia's macro shifts and the case for gold

The question for Australian investors is no longer whether gold belongs in portfolios, but how can it not.
Marissa Salim
World Gold Council
Macro

AI usage has accelerated, but remains relatively low in most countries

AI usage, judged using the Indeed Hiring Labs measure of job ads, has accelerated, but the take-up among companies is narrowly based.
Kieran Davies
Coolabah Capital
Funds

Inside the Portfolio: AI, real estate and keeping an eye on big-name IPOs

CI Global's Geof Marshall explains where its private markets funds are making moves, why it's avoided software and likes legal services.
Tom Stelzer
Livewire Markets
Investment Theme

Don't stop 'til you get enough....jobs

Why manufacturing could be the key to unlocking India's demographic dividend
Mugunthan Siva
India Avenue
Macro

Why a softer June CPI may not mean the RBA is finished

A softer June CPI may offer relief, but persistent inflation pressures suggest it is too early to declare the RBA is done.
Nicholas Chaplin
Seed Funds Management
Fund in Focus

Inside Alphinity's earnings-first approach to the Australian market

Portfolio manager Andrew Martin on how the firm finds stocks with genuine earnings momentum.
HUB
Anna Dadic
Livewire Markets
Livewire Live

Livewire Live is back in 2026

Livewire's annual investor event is coming up in September and we'd love to see you there.
James Marlay
Livewire Markets
Investment Theme

The three big events impacting markets today

We can expect to see a continuation of equity market participation, with more stocks outperforming, including small-cap outperformance.
Andrew Mitchell
Ophir Asset Management
Funds

If inflation stays higher, what may it mean for returns?

What a higher inflation environment could mean for long-term investors.
+1
Hans Lee
Betashares
Commodities

Gold ETFs defy March outflows to extend quarterly inflow streak

Despite heavy March selling, global gold ETF AUM rose for the seventh consecutive quarter in Q1 2026, ending 9% above 2025 levels.
World Gold Council
World Gold Council
Commodities

A fragile ceasefire and implications for oil and the energy sector

How a tenuous U.S.-Iran ceasefire and the potential reopening of the Strait of Hormuz could impact oil prices and energy stocks.
Noah Barrett
Janus Henderson
Macro

Is the reduction in housing affordability encouraging risk taking?

I take a closer look at the potential for an increase in 'risk taking' associated with the decline in housing affordability.
Clive Smith
Asset Allocation

What happens when a crisis changes an industry? | Kevin Bertoli

Crises don't destroy industries — they restructure them. Hear Kevin discuss how to find the beneficiaries before the market catches up."
+5
Murdoch Gatti
York Wealth Management
Macro

Worried about Fed rate hikes? Bell Potter says relax (these charts show why)

Everyone is searching for the catalyst that ends the bull market. Bell Potter's Rob Crookston doesn't think it will be Fed rate hikes.
Vishal Teckchandani
Livewire Markets
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