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2025 delivered strong returns despite disruption, with tariffs muted and growth resilient. For 2026, expect early slowing then a mid-year credit-led recovery, reflationary conditions, and equity upside short term, requiring active management, inflation protection and balanced exposure to AI.

3 November 2025

During the webinar, Laurence Marshbaum will discuss the new strategy, its composition and investment objectives. He will also talk to how The Fund will co-invest in Community Capital’s Social Purpose Organisation in Australia.

Todd Hoare from LGT Wealth Management expresses confidence about global equities heading into 2026, following an extraordinary three-year run. Hoare points out that while an 80% rolling three-year return is remarkable, history shows it is unusual, though not unprecedented, for markets to...

In our latest episode of The Astute Investor, Kevin Wan-Lum, sits down with Esther Peiner, Head of Infrastructure at Partners Group. Infrastructure investment is adapting to global trends - growth, sustainability, and digitalisation. In this podcast, Esther discusses how this ‘adaption’ is...

A collapse in R&D spending is crimping Australia’s long-term growth potential and shrinking the pool of globally competitive companies worth owning. Written by Todd Hoare and published in the AFR.

Matthew Tan from LGT Wealth Management outlines a constructive outlook for markets, stating that both trade and geopolitical uncertainty have likely peaked, marking a shift in positioning towards a reflation theme in 2026.