Observations

As the dust settles on the 2026 Federal Budget, many family groups are concerned about the impact of the tax-related Budget announcements on their corporate structures. In combination with the recent ‘Division 296’ changes to superannuation legislation, these tax-related Budget changes have...

Asset-based finance (ABF) is becoming a significant opportunity in private credit. The market already exceeds $5 trillion globally and is expected to surpass $10 trillion by decade-end, yet private capital represents only around 5% of the investable universe.

Founders and multi generational families can use clear rules, structures and conversations to move from crisis management to long term stewardship, helping protect their wealth, relationships and values across generations.

How Lightspeed is investing across the full AI stack and what this evolution could mean for Australian high and ultra high net worth families.

In this episode of The Astute Investor, LGT Wealth Management’s Chief Investment Officer, Scott Haslem, sits down with former United States Secretary of State and current Co-Executive Chairman of global asset manager Galvanize Climate Solutions, John Kerry.

In the latest episode Head of Private Markets, Martin Randall speaks with Hamilton Lane's executive chairman Hartley Rogers. They reflect on the challenges and opportunities of investing in a multipolar world from technological change and AI to shifting geopolitical and economic dynasties.

In the latest episode of The Astute Investor, LGT Wealth Management’s Head of Private Asset Allocation Matthew Tan speaks with former Prime Minister of New Zealand, Sir John Key. We look at the lessons he learned steering New Zealand through periods of crisis, the shifting geopolitical...

In the latest episode of The Astute Investor, LGT Wealth Management’s Head of Private Markets Martin Randall speaks with Isaac Kim and Michael Romano at tech venture capital firm, Lightspeed Venture Partners. Randall, Kim and Romano discuss the most significant disruption in a generation...

Evergreen funds are becoming a key building block in private markets portfolios because they offer inbound liquidity, faster deployment, and simpler portfolio management than traditional closed-end funds. While closed-end funds still have an important role, especially for more targeted...

May's CIO Monthly examines the US-Iran conflict, geopolitical risk, oil market disruption, Strait of Hormuz uncertainty, global market volatility, equity markets, fixed income, cross-asset correlations, regional divergence, alternative assets, diversification, liquidity, and long-term investor...

Secondary investments (secondaries) have moved from niche to mainstream and are now a regular feature in our client conversations. What started as a specialist tool used mainly by large institutions has become a core way of putting capital to work, generating liquidity and reshaping private...

As investors, we are being challenged ferociously in the early months of 2026. While a casual glance at market indexes doesn’t scream alarm, below the surface, at a stock, bond, sector and regional level, volatility is rife.

Up until recently, investors could enjoy strong market returns despite geo-political turmoil, so long as they donned a pair of noise-cancelling headphones, so to speak. But the environment has shifted. Geo-politics has moved from background risk to being a central driver that will likely...

At our latest Investment Forum, our panellists discussed where investment opportunities lie, given a number of live challenges with the latest Iran developments and impact on oil prices being central to current volatility. While equity markets have experienced some wobbles, movement has by no...

At our latest Investment forum, our panellists discussed where investment opportunities lie, given equity markets have continued to rally and bond yields have fallen. They considered the risks to equities, given their current elevated valuations and where value could emerge in the year ahead.

Ahead of the LGT Climate Conference, two featured speakers - Tom Kline of Climate Tech Partners and Tom McQuillen of ReGen Ventures share insights into the kinds of technologies attracting capital, the signals they look for when it comes to investing and how Australia can play a pivotal role in...

Investors across the world have endured a testing first half of 2026! We have dealt with presidential kidnappings, US Supreme Court rulings, wars, oil shocks, inflation, central bank regime changes, and ongoing euphoria/pessimism around the artificial intelligence (AI) revolution.

Although Australian equities have delivered an almost 10% total return over the past 12 months, this performance has materially lagged that of equity markets in major developed and emerging economies.

A June 2026 conversation with General David H. Petraeus on navigating geopolitical disruption, technological change, and investment leadership in a rapidly shifting world.

Treasurer Chalmers delivered the Government’s fifth federal budget on 12 May 2026. As flagged prior, this year’s budget contains a raft of significant revenue raising measures, headlined by substantial cuts to the National Disability Insurance Scheme (NDIS) and reforms to capital gains tax...

Scott Haslem, CIO of LGT Wealth Management Australia, tells Ausbiz that while the Middle East conflict has created significant uncertainty, he expects both the US and Iran are ultimately incentivised to reach a deal, meaning we may be past “peak hostilities” even if conditions remain volatile...

LGT Wealth Management Australia has appointed family governance specialist Kaajal Prasad as Head of Family Advisory, strengthening its commitment to helping Australian HNW and UHNW families preserve and pass on their wealth and values across generations.

Matthew Tan, Head of Asset Allocation at LGT Wealth Management, explains why investors must look beyond today’s geopolitical headlines and instead focus on a deeper, structural transformation reshaping the global economy

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.