In a world defined by geopolitical disruption, technological change and market volatility, investors cannot afford to focus solely on downside risk. We explore why today’s uncertainties may also create powerful long-term opportunities from AI and energy resilience to innovation in an increasingly multipolar world.
Observation
The RBA holds: why inflation resilience remains an investment priority
In the latest Observation, we examine what the RBA’s decision to hold rates means for investors and why preparing for a world of higher and more variable inflation may matter more than forecasting the next move in interest rates.
Media
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.
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.
Special reports
Key scenarios driving our H2 2026 outlook
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.
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.
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...
LGT Investment Symposiums 2026
Event wrap
Read the event summary and watch the videos of our speaker presentations.
In a world defined by geopolitical disruption, technological change and market volatility, investors cannot afford to focus solely on downside risk. We explore why today’s uncertainties may also create powerful long-term opportunities from AI and energy resilience to innovation in an...
Observation
The RBA holds: why inflation resilience remains an investment priority
In the latest Observation, we examine what the RBA’s decision to hold rates means for investors and why preparing for a world of higher and more variable inflation may matter more than forecasting the next move in interest rates.
Observation
Federal Budget 2026: Now that the dust has settled, it’s time to act
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...
Observation
Asset-based finance: From financing Wall Street to Main Street
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.
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.
Podcasts
Leadership, resilience and risk in a changing world: a conversation with Sir John Key
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...
Podcasts
AI: The great disruptor
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...
CIO monthly
War, what is it good for?
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...
CIO monthly
When coming second makes sense
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...
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.
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...
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...
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
