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Watch | Navigating correlation challenges

LGT Crestone Senior Portfolio Manager Stan Shamu was featured on Ausbiz talking about the resilience of multi-asset portfolios in 2025, noting that despite ongoing volatility, portfolios are delivering positive returns. However, Stan highlighted a key challenge: the continued positive correlation between equities and bonds, which diminishes their traditional role as portfolio diversifiers during downturns.

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Mikesitting
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Watch | Wealthy but wary - examining the generational transfer

Mike Chisholm shares 2025 state of wealth insights: $4 trillion in assets, HNW up 10%, UHNW up 19%, private market allocations rising, wealth transfer accelerating, and estate planning remains a major unmet need.
ToddHoareausbizNov25
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Volatility ahead of momentum AI shift

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...
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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.

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