Podcasts

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. 

  • Date

John Kerry on geopolitics, energy opportunities and the investment outlook

Key Topics: 

  • How long-term investors think about private markets  covering institutional investors, endowments, and family offices, including portfolio construction, liquidity, governance, and access.
     
  • Investing through global change  including AI, geopolitics, secondaries, private credit, and the importance of a disciplined long-term approach.

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.

Listen in for a wide-ranging discussion on the shifting global landscape from the Middle East and US-China relations to climate, AI and the energy transition.

We cover Kerry’s early life and his transition from the political realm into the private sector. He shares his perspective on the forces shaping policy, markets and long-term investment opportunities, particularly within renewables and AI.

Kerry’s passion for renewables shines through, and he covers not only the challenge of climate change itself, but also the shift to renewables and the investment opportunities therein. In his own words, “I got involved because I want to see us win this fight”.

 

 

 

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.
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...