CIO Scott Haslem’s 2026 outlook from our Chief Investment Office forecasts slower growth early in the year, followed by a mid-year credit-led recovery and a reflationary environment. We’re positioning for equities over fixed income, with diversification and inflation protection key amid ongoing volatility and AI uncertainty.
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...
Media
CIO reveals three simple rules wealthy investors use to protect their portfolio
Scott Haslem LGT Wealth Management CIO shares his three simple rules to keep your portfolio out of trouble. Written for and published in The Australian.
Media
Australia’s $4trn wealth surge: Are you one of the 760,000?
A look inside the portfolios of the wealthiest investors reveals a structural shift toward private equity and credit.
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.
Media
The reflation scenario for 2026
Matthew Tan from LGT Wealth Management outlines a constructive outlook for markets, stating that both trade and geopolitical uncertainty have likely peaked, marking a shift in positioning towards a reflation theme in 2026.
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...
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.
LGT Climate Conference 2025
Event wrap
Read the event summary and watch the videos of our speaker presentations.
Read the summary of LGT's third annual Climate Conference, including key remarks from global leaders and featured speakers on investment opportunities in the energy transition.
Observation
Recalibrating the Global Economy
We continue to believe that the world is transitioning to sustained multi-polarity. In this Observations piece, we unpack some of the accompanying fundamental macroeconomic changes which we believe will likely occur over the next 5 to 10 years should our thesis take hold.
Observation
Investing in volatile times
We continue to focus on ensuring there is diversification across the total portfolio and within asset classes.
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...
Podcasts
Investing beyond the numbers
In our latest edition of the Astute Investor podcast series – ‘Looking beyond numbers with quantitative investing’, Kevin Wan Lum, Deputy Chief Investment Officer of the LGT Investment Office interviews Morry Waked, Managing Director and Head of Investments from Vinva Investments.
Podcasts
AI, data and decarbonisation
Australia is well-positioned to lead in sustainable digital infrastructure due to its renewable resources, and NextDC is investing in innovation and certifications to achieve high energy efficiency standards.
Podcasts
Opportunities outside the US
During the podcast, Tim and Scott talk to some of the key topics impacting markets including productivity, deregulation and red tape, housing and interest rates.
CIO Scott Haslem’s 2026 outlook from our Chief Investment Office forecasts slower growth early in the year, followed by a mid-year credit-led recovery and a reflationary environment. We’re positioning for equities over fixed income, with diversification and inflation protection key amid ongoing...
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.
CIO monthly
Reflation rising risk
Are markets on the cusp of a pivot? And in exactly which direction? For some time now, equity markets have been grinding higher—and bond yields have been trending lower—underpinning solid investor returns. Indeed, US equities haven’t seen a cumulative pull-back of more than 3% since April this...
CIO monthly
Climate adaption and resilience
There is little doubt that Australia has already begun to feel the impacts of a changing climate.
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.
Leadership events
Geopolitics, AI and opportunities for 2025
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.
In the early hours of 13 June 2025, Israel launched extensive aerial and covert strikes across Iran, targeting a wide range of nuclear, military, and energy personnel and facilities.
Special reports
Prepare for landing
It’s been a remarkable month for financial markets which have experienced historic levels of volatility and a near-unprecedented V-shaped recovery, all in the space of about 21 trading days since ‘Liberation Day’!
Special reports
Staying the course
In recent years, we aimed to position portfolios with the intention of protecting against a stressed market environment.
Special reports
We begin leaning into equities as constraints start to bind Trump…
It’s been a turbulent week across financial markets as investors, corporations, and policymakers were buffeted by US President Donald Trump’s ‘Liberation Day’ assault on global trade.
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...
Media
CIO reveals three simple rules wealthy investors use to protect their portfolio
Scott Haslem LGT Wealth Management CIO shares his three simple rules to keep your portfolio out of trouble. Written for and published in The Australian.
Media
Australia’s $4trn wealth surge: Are you one of the 760,000?
A look inside the portfolios of the wealthiest investors reveals a structural shift toward private equity and credit.
