Podcasts

What the AI tailwind means for equity markets

  • Date

Key Topics

From Fed rate cuts to gold’s quiet comeback, Todd shares where he sees opportunity, resilience, and risk across public markets in Australia and the US.

Is AI a tailwind or a bubble? Todd Hoare joins SBS Finance Editor Ricardo Goncalves to explore what’s driving equity markets—and what needs to change for AI to truly deliver.

 

Related articles

Website images
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.
Discover more
john key
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...
Discover more
lightspeed
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...
Discover more
Media The evolution of private markets All articles Podcasts Opportunities outside the US
Logout
Forward-looking for generations
Stay up to date

A curated stream of thought leadership, market perspectives, and strategic updates designed to inform sophisticated investors.

Subscribe now

LGT Wealth Management Limited ABN 50 005 311 937 | AFSL 231127. All rights reserved.

Follow us
LGT Private Banking