In our latest episode of The Astute Investor, Scott Haslem, Chief Investment Officer at LGT Crestone and Matthew Tan, Head of Asset Allocation discusses how the new ‘multi-polar’ world is impacting our investment and portfolio decisions. More specifically, Scott and Matt discuss how we are navigating the seemingly endless geo-political developments in light of the recent Iran-Israel conflict.
During the podcast, Matt reiterates the importance of “keeping calm under fire” by detailing how we are applying our secular outlook to our investment framework - to help us navigate through the current economic and market conditions.
Matt and Scott detail how the team are:
Scott and Matt then discuss our longer-term view with detail on our 6 - 12-month positioning and Tactical Asset Allocation by outlining the associated risks in the current environment and our focus on non-US equities.
