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Positioning Portfolios for a Complex 2025 during Trump 2.0

This article was published originally via The Australian.

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We think below the surface there are opportunities.

Scott Haslem, Chief Investment Officer

LGT Crestone Chief Investment Officer Scott Haslem joined Ausbiz to share his insights on navigating the complexities of 2025. With Donald Trump’s second term creating shifts in fiscal and trade policy, Scott explores how these changes could influence markets and uncover new opportunities. Against a backdrop of moderating inflation and potential rate cuts, he outlines a thoughtful approach to positioning portfolios for resilience and growth in a more volatile environment.

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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
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
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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...

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