Livewire Live

Latest news and analysis on Livewire Live

Equities

Nick Griffin: Every industry on the planet will lean into this technology

Artificial intelligence doesn't just affect tech. As Munro Partner's Nick Griffin explains, it affects every industry on the planet.
+3
Ally Selby
Livewire Markets
Equities

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
Equities

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
Equities

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
Asset Allocation

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
Equities

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
Investment Theme

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
Equities

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
Investment Theme

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
Investment Theme

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
Education

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
Investment Theme

Lithium is crowded, and maybe that doesn't matter

According to Auscap's Tim Carleton, lithium is a long-term play
David Thornton
Livewire Markets
Commodities

Regal's Phil King is more bullish than ever on commodities

Despite trouble in China and rising bond yields
David Thornton
Livewire Markets
Equities

Is the end of obesity in sight?

With usage of anti-obesogenic drugs on the rise, the end of obesity comes winners and losers. And investment opportunties
RMD
+4
Kym Sheehan
Livewire Markets
Education

Long-term compounding with Robert Millner

As part of Livewire Live 2023, Centennial Asset Management's Matthew Kidman sat down for an in-depth discussion with WHSP's Rob Millner.
BKW
+1
Livewire Exclusive
Livewire Markets
Equities

Are these megatrends overhyped or underrated?

In this panel session, three global investing experts break down the world's biggest megatrends and name their top picks for the year ahead.
Livewire Exclusive
Livewire Markets
Equities

Opportunities beyond houses and holes on the ASX

Find out where some of Australia's top investors are finding the best opportunities on the ASX today.
Livewire Exclusive
Livewire Markets
Education

Is the party over or has the music just changed?

Catch the entire panel session featuring some of Australia's brightest economic minds here.
Livewire Exclusive
Livewire Markets
Equities

"We will enter a period of lower inflation from FY24 and beyond"

According to Marcus Burns from Spheria Asset Management. And that means small caps are about to enjoy their time in the sun again
Kym Sheehan
Livewire Markets
Equities

Why Australia may turn out to be the luckiest country of all

Millennials are set to be the luckiest of the lucky, all thanks to superannuation, according to Andrew McKie of Elston Asset Management
Kym Sheehan
Livewire Markets
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