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In the latest episode of The Astute Investor, LGT Wealth Management's Head of Sustainable Investment Tessa Volkmer speaks with Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington Management.

This month, we hear from Chief Investment Officer, Scott Haslem. We also provides an update on our global view of markets and insights into our latest asset allocation.

Our evolving investment environment has driven a step-change higher in inflation outcomes and volatility since 2020. Multipolarity, populism, demographics, climate change, and new technologies are complicating the outlook and increasing the value of true inflation resilience.

In this episode, our Chief Investment Officer, Scott Haslem speaks with Stephen Miller, one of Australia’s longest-serving economists and investors. Scott and Stephen embark on a wide-ranging macro discussion beginning with Stephen’s early career then springboarding into the state of politics...

Many diversified portfolios have moved past a simple 60/40 mix, yet allocations to alternatives often remain uneven. Property, infrastructure and asset-backed finance can be underrepresented relative to what they offer in income, real-economy exposure and differentiated return drivers.

This month, we hear from Chief Investment Officer, Scott Haslem and Tessa Volkmer. We also provides an update on our global view of markets and insights into our latest strategic and tactical asset allocation.