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 means been severe. Bond yields have risen in response, but credit spreads have been relatively contained. The panel also debated the relentless pursuit of artificial intelligence (AI) winners, software...
Observation
From crisis to stewardship: how governance protects families and wealth
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.
Observation
AI, venture capital and the next wave of value creation
How Lightspeed is investing across the full AI stack and what this evolution could mean for Australian high and ultra high net worth families.
Observation
Intensifying AI disruption
AI’s brutal disruption is reshaping markets, but may be laying the groundwork for more resilient long‑term returns.
Special reports
Interpreting the private credit cacophony
Over the last year, a week has rarely passed without private credit being in the media spotlight. Whilst Australian rhetoric has historically been biased towards real estate lending, select corporate defaults and ASIC’s report on the asset class (and forward looking implications), global...
Observation
Incubating Australia’s AI future
Tom Humphrey, Partner at Blackbird, reveals how Australia’s start‑ups and venture capital ecosystem are incubating the next decade of AI‑driven value.
CIO monthly
Australia's shifting outlook…but are we asking the right questions?
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.
Special reports
We begin deploying into equities
It’s been another turbulent week across financial markets as investors deal with the ongoing (and in many cases, escalating) conflict in the Middle East precipitated by the 28 February 2026 strikes by the US and Israel across Iran. Throughout this period, we have continued parsing developments...
Special reports
Staying calm under fire as US, Israel strike Iran
This Special Report summarises our analysis and assessment of the macro-economic, market, and investment implications of these developments. We are clearly deep within the fog-of-war, with significant near-term uncertainty around the situation on the ground. Using our constraints-based...
LGT Climate Conference 2025
Event wrap
Read the event summary and watch the videos of our speaker presentations.
From crisis to stewardship: how governance protects families and wealth
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.
Observation
AI, venture capital and the next wave of value creation
How Lightspeed is investing across the full AI stack and what this evolution could mean for Australian high and ultra high net worth families.
Observation
Intensifying AI disruption
AI’s brutal disruption is reshaping markets, but may be laying the groundwork for more resilient long‑term returns.
Observation
Incubating Australia’s AI future
Tom Humphrey, Partner at Blackbird, reveals how Australia’s start‑ups and venture capital ecosystem are incubating the next decade of AI‑driven value.
In our latest episode of The Astute Investor, Scott Haslem, Chief Investment Officer at LGT Wealth Management, speaks with Ben Powell, Chief Investment Strategist for APAC at the BlackRock Investment Institute. Together they reflect on key lessons from 2025 and explore the major investment...
Podcasts
Will 2026 be more challenging for markets?
In the latest episode of The Astute Investor, LGT Wealth Management CIO Scott Haslem speaks with Stephen Halmarick, Principal and Chief Economist at Economics Unchained and former Chief Economist of the Commonwealth Bank of Australia, about the macro backdrop as we enter 2026.
Podcasts
Capital with a cause: investing for systemic change
LGT Wealth Management Head of Sustainable Investment, Amanda MacDonald, speaks with Liz Gillies, CEO of the Menzies Leadership Foundation, to explore how Australian foundations can deploy their entire corpus – not just their grants – to drive systemic social change. Together they discuss why...
In our latest episode of The Astute Investor, Kevin Wan-Lum, sits down with Esther Peiner, Head of Infrastructure at Partners Group. Infrastructure investment is adapting to global trends - growth, sustainability, and digitalisation. In this podcast, Esther discusses how this ‘adaption’ is...
Australia's shifting outlook…but are we asking the right questions?
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.
CIO monthly
Navigating noisy geopolitics
Geo-politics have come in ‘hot’ (again) as 2026 gets underway, and much hotter than we expected as we exited 2025. January alone has seen us navigating no less than five key geo-macro events.
CIO monthly
Outlook 2026
A wave of caution has swept over markets as 2025 draws to a close. And there's little doubt that this year has embodied much of the ‘disruption' as well as the ‘opportunity' we identified in last year's outlook piece, "Navigating disruption, discovering opportunity".
CIO monthly
An evolution of bond markets
The Australian fixed income market has undergone a renaissance. What was once a narrow, single-sector market focused primarily on government bonds has evolved into a broad, diversified investment universe.
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...
Leadership events
Charting new territory
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.
Leadership events
Investing in Climate tech: Opportunities are global but the role Australia plays could be transformative
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...
Leadership events
‘Macro’ re-takes centre stage, volatility persists but so do opportunities
Investors are bracing for turbulent waters ahead. Ongoing Geo-political tensions, including trade wars, conflict in Ukraine and Israel, and the accelerating AI arms race, continue to pose risks to global stability.
Over the last year, a week has rarely passed without private credit being in the media spotlight. Whilst Australian rhetoric has historically been biased towards real estate lending, select corporate defaults and ASIC’s report on the asset class (and forward looking implications), global...
Special reports
We begin deploying into equities
It’s been another turbulent week across financial markets as investors deal with the ongoing (and in many cases, escalating) conflict in the Middle East precipitated by the 28 February 2026 strikes by the US and Israel across Iran. Throughout this period, we have continued parsing developments...
Special reports
Staying calm under fire as US, Israel strike Iran
This Special Report summarises our analysis and assessment of the macro-economic, market, and investment implications of these developments. We are clearly deep within the fog-of-war, with significant near-term uncertainty around the situation on the ground. Using our constraints-based...
Special reports
The greater the disruption, the more bullish we should all become
It might read a tad counterintuitive but make no mistake, recent events are arguably the most instructive, and bullish, we have seen for some time. And it has nothing to do with geopolitics (if anything, they continue to make the investing picture murkier), the direction of interest rates...
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
Media
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.
Media
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...
