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...
Media
The reflation scenario for 2026
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.
Media
Why our share market is heading for a bleak future
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.
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