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What the AI tailwind means for equity markets

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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.

 

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John Kerry on geopolitics, energy opportunities and the investment outlook

In this episode of The Astute Investor, LGT Wealth Management’s Chief Investment Officer, Scott Haslem, sits down with former United States Secretary of State and current Co-Executive Chairman of global asset manager Galvanize Climate Solutions, John Kerry.
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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.
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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...
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