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.
Observation
A view from Washington
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.
Leadership events
Rethinking diversification
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.
Leadership events
Investing through structural change
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.
Observation
Beyond the alternatives label: real assets in today’s changing regime
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.
Podcasts
Necessity prompts innovation: AI and the energy transition with Wendy Cromwell
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.
CIO monthly
Beyond the climate narrative
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...
Observation
Building inflation-resilient portfolios: a practitioner’s guide
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.
Podcasts
A macro muse: from Australia’s missing reform agenda to global rates and AI
In this episode, our Chief Investment Officer, Scott Haslem speaks with Stephen Miller, one of Australia’s longest-serving economists and investors.
LGT Investment Symposiums 2026
Event wrap
Read the event summary and watch the videos of our speaker presentations.
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.
Observation
Beyond the alternatives label: real assets in today’s changing regime
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.
Observation
Building inflation-resilient portfolios: a practitioner’s guide
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.
Observation
Beyond the AI Boom: Navigating the Investment Landscape
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.
Necessity prompts innovation: AI and the energy transition with Wendy Cromwell
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.
Podcasts
A macro muse: from Australia’s missing reform agenda to global rates and AI
In this episode, our Chief Investment Officer, Scott Haslem speaks with Stephen Miller, one of Australia’s longest-serving economists and investors.
Podcasts
John Kerry on geopolitics, energy opportunities and the investment outlook
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.
Podcasts
Hamilton Lane: managing dynasties in a multipolar world
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.
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.
CIO monthly
Beyond the climate narrative
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...
CIO monthly
Still navigating choppy H2 markets
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.
CIO monthly
Private markets: an open and closed case
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...
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.
Leadership events
Investing through structural change
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.
Leadership events
A shifting investment environment
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...
Leadership events
Is this time different?
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.
Special reports
Australian equities – recent underperformance is not enough to reverse our underweight stance
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.
Special reports
Geopolitics, technology, and leadership – in conversation with General Petraeus
A June 2026 conversation with General David H. Petraeus on navigating geopolitical disruption, technological change, and investment leadership in a rapidly shifting world.
Special reports
Federal budget 2026-27
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 appoints Willem Strydom as new Chief Technology Officer
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...
Media
LGT Wealth Management Australia appoints Kaajal Prasad as new Head of Family Advisory
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.
Media
Watch | A New Global Investment Landscape
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
