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“It’s a one-way train”: The simple equation behind Blackstone’s bullish AI thesis

Blackstone’s Viral Patel says the demand driving AI investment presents a compelling moment for investors.
James Marlay
Livewire Markets
Listed Series
Sponsored

WAM’s private markets strategy for long-term growth and dividends

Nick Kelly explains how WAM Alternative Assets finds growth and income in private markets, from private equity to water rights.
James Marlay
Livewire Markets
Investment Theme

11 ASX ETFs to help navigate the ongoing Iran conflict and what happens next

Betashares' Cameron Gleeson says investors have a few ways to position against the scenarios that could play out in the Middle East.
+8
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big names reshaping the future - and 2 more offering growth

Vihari Ross (Antipodes) and Casey McLean (Magellan) break down 7 global names for investors looking beyond banks, miners and the ASX.
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Where the next wave of ASX dividend income could come from

Growth has sold off - banks, miners, are back. But Solaris says the best income portfolios combine yield today with dividend growth tomorrow
BHP
BPT
+1
Anna Dadic
Livewire Markets
Listed Series

While SaaS stocks were falling out of bed, these overlooked growth stories kept compounding

While tech swung wildly, infrastructure kept delivering. Magellan’s Ben McVicar reveals the global assets set to compound for decades.
Chris Conway
Livewire Markets
Listed Series

Can systematic investing outperform? Macquarie is betting on it

MQEG brings quantitative investing to the ASX, targeting benchmark-beating returns on global equities.
Tom Stelzer
Livewire Markets
Equities

Quality stocks have been crushed but cashflows will have the final word

CIO Kent Hargis says it's possible to beat the market while lowering the risk if you're careful about stock selection.
NASDAQ:V
+1
Tom Stelzer
Livewire Markets
Listed Series

The "picks and shovels" AI play offering true diversification

Global X's Billy Leung says infrastructure is the crucial next leg in the AI supercycle and where investors can find the most opportunity.
+1
Tom Stelzer
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 hot megatrends shaping markets - and 2 on the rise

AI, energy and infrastructure are reshaping markets. The experts reveal where the real opportunities lie and two trends to watch next.
Buy Hold Sell
Livewire Markets
Equities

Hits, misses and the opportunities ahead for Aussie equities

​​​​The FY2026 interim reporting season saw a large divergence in results between sectors, with companies experiencing significant market dislocations as investors...
ALD
+3
Wilson Asset Management
Wilson Asset Management
Listed Series

Jacob Mitchell is finding value in places AI can't touch

The Antipodes CIO talks about mispricings in structural growth trends and why the benchmark is the biggest risk to your portfolio.
Anna Dadic
Livewire Markets
Shares

3 knockout growth stocks from Munro's Qiao Ma

From live sports to aerospace and AI optics, Qiao Ma shares three stocks she believes can thrive in the next growth cycle.
Chris Conway
Livewire Markets
Macro

The Trump TACO: Why markets are betting on a deal while holding their breath

Markets look strong, but risk looms as hope for a Donald Trump TACO deal collides with the threat of a destabilising Middle East shock.
Damien Klassen
Nucleus Wealth
Buy Hold Sell

Buy Hold Sell: 5 mega-caps on a tear (plus 2 fundie favourites)

Move over Mag 7. Vihari Ross from Antipodes and Casey McLean from Magellan are running the ruler over the world's other biggest stocks.
+4
Buy Hold Sell
Livewire Markets
Shares

12 ASX stocks Seneca’s Ben Richards believes the market is mispricing

Investing feels harder than it used to. Here, Richards explains how the rules are changing and names some of the stocks he likes.
KAR
+9
Chris Conway
Livewire Markets
Private Markets

Dealmaking, disruption, and real estate’s recovery

Blackstone President Jon Gray shares his perspective on the economy, investing, and navigating disruption.
Blackstone
Blackstone
Expert Insights

This fund proves capital can deliver returns and impact - for good

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.
Anna Dadic
Livewire Markets
Fixed Income

Roy Keenan: 6% and sleeping well in the best market I’ve seen

Amid AI disruption, fiscal uncertainty and stretched equities, Roy Keenan argues fixed income offers rare clarity and compelling risk-reward
Chris Conway
Livewire Markets
Fixed Income

In a world crowded into US assets, an unconstrained approach can set you free

Investors have flocked into US assets. Eric Souders explains why emerging markets and flexibility may define the next phase of fixed income.
Chris Conway
Livewire Markets
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