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Watch | Navigating correlation challenges

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.

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It's certainly looking like we are heading for a positive year despite all the volatility we have experienced.

Stan Shamu, LGT Crestone Senior Portfolio Manager

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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.
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Why our sharemarket is heading for a bleak future

A collapse in R&D spending is crimping Australia’s long-term growth potential and shrinking the pool of globally competitive companies worth owning. Written by Todd Hoare and published in the AFR.
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LGT Group chair Prince Max warns against abandoning ESG principles

The chair of the Liechtenstein Royal family’s global private bank warns investors against turning their backs on ESG investing, declaring those who embrace change will ultimately thrive. Written by Damon Kitney and published in The Australian

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