Home Wires popular

popular wires

Investment Theme

Why “AI bubble” forecasts will continue to be wrong in 2026

Bubbles burst on hype. This cycle is built on earnings, infrastructure and productivity, and 2026 may be the biggest year yet.
William Taylor
ETF Shares
Shares

7 ASX stocks and the themes top-performing managers are backing

We analyse insights from FY26's top-performing Australian equity funds spanning different mandates and styles, and discuss their top stocks.
Chris Conway
Livewire Markets
Outlook Series

The big risks investors should be paying attention to in 2026

Markets are holding up, but risks are building. From valuations to AI and debt, here’s what investors should watch in 2026.
Anna Dadic
Livewire Markets
Commodities

Oil: Only one trade matters

Forget precious and critical metals; oil and gas stocks could emerge as the true hedge against geopolitical risk in the months to come.
BPT
James Cooper
Fat Tail Investment Research
Markets

10 actionable investment ideas for the year ahead

A slowing economy, policy missteps and a property downturn shape a cautious FY27 outlook, but selective opportunities remain.
Dion Hershan
Yarra Capital Management
Outlook Series

The winners of the next cycle? Airlie argues they’re already in front of you

Airlie says 2026’s biggest themes are already here and three ASX compounders remain undervalued.
NWS
RMD
Matt Williams
Airlie Funds Management
Equities

Long live software: Part I

Why Infinite Code Doesn't Build Infinite Moats
Damon Callaghan
ECP Asset Management
Growth

The liquidity crunch is brutal. It’s also creating the best opportunities in years

Leverage is out, earnings are in. Neuberger's Gabriel Ng on what separates the winners from the rest.
Anna Dadic
Livewire Markets
Equities

Brace for flood of news about impact of diesel shortage on miners

But crisis is not expected to affect juniors’ drilling programs; Killi investors get set for acquisition news as Power and Parsons sign up.
ASL
BGL
+6
Barry FitzGerald
Independent Journalist
Investment Theme

Can I have your attention, please?

2026 likely won’t be a smooth bull market. It will reward investors who stay engaged, question consensus, and learn from experienced hands.
Chris Conway
Livewire Markets
Shares

Overreaction? 5 ASX stocks this fundie is snapping up

Markets are punishing companies despite solid results. One portfolio manager explains where he sees opportunity.
L1G
+6
Stephanie Gardner
Livewire Markets
Commodities

Silver ceiling: why solar may cap the precious metal’s run

Speculation drove silver’s surge, but the high prices are now pushing solar makers to switch to copper.
ASL
S32
SVL
+1
Jason Teh
Vertium Asset Management
Equities

7 ASX tech stocks rated a Strong Buy (including two that could double)

The SaaSpocalypse may be over for Australian tech stocks. Are these the ones to rebound?
360
+5
Tom Stelzer
Livewire Markets
The Rules of Investing

Lazard’s recipe for growing dividends and less volatility

Lazard’s Defensive Australian Equity Strategy seeks ‘true economic diversification’ to deliver stability and growing income.
The Rules of Investing
Livewire Markets
Outlook Series

How to invest $1 million in 2026

Two leading wealth managers share their expertise to help you get your portfolio set for 2026 and beyond.
James Marlay
Livewire Markets
Expert Insights

6 emerging fundies share the lessons and stocks shaping their portfolios

The market is a brutal teacher. Six rising fundies share the lessons that shaped how they think about risk and opportunity.
HUB
NYSE:SAP
Anna Dadic
Livewire Markets
Outlook Series
Sponsored

The Ultimate Investing Guide for 2026

Learn where investment experts see opportunity and risk within nine asset classes in this exclusive eBook.
Livewire Exclusive
Livewire Markets
Commodities

Why record copper prices in 2026 could boost BHP and Rio’s dividends

Copper prices could stay high, potentially meaning larger dividends for BHP and Rio as they pivot away from low-grade iron ore.
BHP
RIO
David Tuckwell
ETF Shares
Investment Theme

Up 39% in FY26 - Is it the most overlooked opportunity in markets?

This Munro fund invests in an ongoing growth sector that the rest of the market could be ignoring, despite huge tailwinds.
Tom Stelzer
Livewire Markets
Education

Why RBA moves don’t dictate stocks’ direction

Fisher Investments Australia reviews an insightful investment edge to help you cut through the central bank clutter.
Fisher Investments Australia®
1121-1140 of 38993
The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

Register Now