Media

Watch | Constraints-Based Investing in a Geopolitical World

LGT Crestone Senior Portfolio Manager Stan Shamu was featured on Ausbiz talking about the resilience of multi-asset portfolios in 2025, noting that despite ongoing volatility, portfolios are delivering positive returns. However, Stan highlighted a key challenge: the continued positive correlation between equities and bonds, which diminishes their traditional role as portfolio diversifiers during downturns.

  • from Stan Shamu, LGT Wealth Management Head of Portfolio Management
  • Date

 

 

 

Mikesitting
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.
ToddHoareausbizNov25
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...
Scott on Chair 1200 x 900 website
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.

Stay up to date

Receive ongoing access to LGT Wealth Management’s insights and observations - a curated stream of thought leadership, market perspectives, and strategic updates designed to inform sophisticated investors.