Observations

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.

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.

AI is moving beyond technology to reshape economies, markets and portfolios. As its impact spreads across asset classes, investors face both new sources of risk and a growing opportunity set.

The companies shaping the next phase of AI are often still private and difficult to access. StepStone Group explores how investors can look beyond public-market leaders to gain selective, diversified exposure to the venture and growth businesses building the AI economy, from infrastructure and...

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.

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.

Energy security is back at the centre of the investment debate. The disruption to the Strait of Hormuz has reinforced how exposed economies remain to geopolitical shocks, while accelerating a broader shift towards renewables, electrification, storage and grid infrastructure. For investors, the...

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 strategic and tactical asset allocation.

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...

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...

LGT Wealth Management Australia has appointed Willem Strydom as its new Chief Technology Officer, strengthening its investment in the technology, data and AI capabilities that support its advisers and clients.

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