Podcasts

What the AI tailwind means for equity markets

Date 7 October 2025

Is AI a tailwind or a bubble? Todd Hoare joins SBS Finance Editor Ricardo Goncalves to explore what’s driving equity markets—and what needs to change for AI to truly deliver.

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.

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...

In the latest episode of The Astute Investor, LGT Wealth Management CIO Scott Haslem speaks with Stephen Halmarick, Principal and Chief Economist at Economics Unchained and former Chief Economist of the Commonwealth Bank of Australia, about the macro backdrop as we enter 2026.

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What the AI tailwind means for equity markets

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What the AI tailwind means for equity markets

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