Observations

When a handful of companies drive market returns, where can active management add value? We explain why we pair a diversified core with carefully selected managers and how we assess what each brings to a portfolio after fees and risks.

We recently welcomed Libby Cantrill, a Managing Director and the Head of Public Policy for US investment management firm PIMCO, for a client lunch event in Sydney.

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.

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 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.

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 asset allocation.

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...

Drawing on more than three decades of investment experience across multi-asset and sustainable investing, Wendy shared her perspective on some of the powerful forces reshaping markets today.

We believe the market outlook for 2027 has recently shifted more positive. Yet there remains much to consider when making investment decisions for the years ahead. To start, asset classes are behaving differently; stocks and bonds are more correlated than they used to be.

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...

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...

As AI infrastructure stocks wobble, investors look to companies using AI to lift margins and opportunities in Australian small caps.

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.