Livewire Live

AI is the new railroads - and the hype may cost investors dearly

As Claremont Global's Bob Desmond put it, it's really hard to make money from themes everyone is talking about.
Hans Lee
Livewire Markets
Livewire Live

Why Australian investors are valuing tech stocks all wrong

And why First Sentier’s Dushko Bajic believes some companies should “stick to their knitting”
CSL
HUB
PME
+4
Sara Allen
Livewire Markets
Livewire Live

L1 Capital's top stock pick and the great resources rotation

Financials have had their run according to L1 Capital’s James Hawkins, but he is seeing value in the resources sector.
Sara Allen
Livewire Markets
Livewire Live

Matthew Kidman: We are near the end of the longest structural bull market in history

Cover your ears and call your broker. This prediction's a doozy...
Hans Lee
Livewire Markets
Livewire Live

The next 10 years in markets will be driven by this theme (it's not AI)

We take a closer look at a Shocking Prediction that every investor seems to have an opinion on.
Hans Lee
Livewire Markets
Livewire Live

Providing the lifeblood of economic activity and delivering returns for investors

Private credit is all the rage, figuratively and literally. But it's important to remember it is providing an important economic function.
Chris Conway
Livewire Markets
Livewire Live

On the hunt for global future leaders

A company's viability, sustainability, and credibiility are all critically important for Fidfelity's James Abela. Here, he explains why.
Chris Conway
Livewire Markets
Livewire Live

Why you'll significantly underperform investing in hot themes

There's always a sexy theme taking the market by storm, but QVG Capital's Josh Clark believes investors would be best placed avoiding them.
NXL
+1
Ally Selby
Livewire Markets
Livewire Live

Watch: 5 shocking predictions for 2025 and beyond

It’s easy to get caught up in a herd mentality, but history shows that thinking differently can pay off in a big way.
Livewire Exclusive
Livewire Markets
Livewire Live

Watch: The good, the bad and the ugly stocks of the ASX

The third panel session at Livewire Live 2024 explored the stocks the experts love to those they are avoiding.
Sara Allen
Livewire Markets
Livewire Live

Watch: Unlocking portfolio potential – Lessons from Soul Patts' disciplined strategy

Explore the investment philosophy that has kept Soul Patts at the forefront of Australian business for over a century.
Kerry Sun
Livewire Markets
Livewire Live

Watch: How big is the AI pie? Who wins and who gets crushed?

This panel session at Livewire Live 2024 unpacked the AI megatrend and where investors are seeing opportunity today. Watch it here.
Ally Selby
Livewire Markets
Livewire Live

Watch: Fireside chat with Scott Kleinman, Co-President of Apollo Global Management

Low interest rates distorted the basic principles of investing, but for Apollo, purchase price always matters
James Marlay
Livewire Markets
Livewire Live

Watch: 5 seismic shifts happening right now and how to take advantage of them

The first panel session at Livewire Live 2024 unpacked the 5 most important megatrends happening right now. Watch the session here.
Chris Conway
Livewire Markets
Livewire Live

Building a robust portfolio from the best ideas of Livewire Live 2024

We ask two leading asset allocators hey they are shaping portfolios in the current market.
Hans Lee
Livewire Markets
Livewire Live

18 ideas to profit from the world's hottest theme

Although, experts cautioned investors at Livewire Live 2024 that the path ahead is unlikely to be smooth.
APX
GMG
IFT
+23
Ally Selby
Livewire Markets
Livewire Live

5 seismic shifts happening right now and how to take advantage of them

Big shifts, bigger opportunities. We unpacked five far-reaching trends at Livewire Live, with the help of an all-star panel.
TLS
+5
Chris Conway
Livewire Markets
Livewire Live

Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024

The list of the stocks the experts favoured for coming years and in a range of themes.
BRG
+21
Sara Allen
Livewire Markets
Livewire Live

The good, the bad and the ugly stocks of the ASX

From soaring tech stocks to contrarian picks in beaten-down sectors, the equities panel captured a full spectrum of opportunities.
ALU
BHP
BRG
+15
Kerry Sun
Livewire Markets
Livewire Live

Soul Patts: The strategy behind the ASX’s next Dividend Aristocrat

We interview Washington H Soul Pattinson’s CEO Todd Barlow to get an understanding of what makes this consistent ASX dividend payer tick.
Carl Capolingua
Livewire Markets
Livewire Live

AI, Soul Patts, the thirst for capital: 6 highlights from Livewire Live 2024

From seismic shifts rattling the markets to house-favourite stock picks, here's everything you missed from Livewire Live.
BRG
HUB
+4
Kerry Sun
Livewire Markets
Livewire Live

5 shocking predictions for 2025 and beyond

Sometimes, investing success comes down to contrarian thinking.
+3
Sara Allen
Livewire Markets
Livewire Live

5 investment themes attracting this $1 trillion firm's attention

Plus, exclusive insights into the valuation gap between public investments and private investments from a leading investor.
Hans Lee
Livewire Markets
Livewire Live

Livewire Live 2024: Early Bird tickets now available. Secure your seat today!

Livewire's annual investment day is shaping up to be an event like no other... Don't miss out!
James Marlay
Livewire Markets
Livewire Live

Livewire Live is BACK. Save the date!

15+ of Australia’s most celebrated investors are lined up to debate the topics that are most important to you right now.
James Marlay
Livewire Markets
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