Drawing parallels to past market cycles, he highlights how investors today are better equipped to navigate uncertainty, thanks to broader asset classes and more responsive policy tools. Todd explores how disciplined portfolio construction - grounded in long-term strategy but agile enough to adapt - is key to interpreting global shocks. For ultra-high-net-worth investors, the challenge isn’t avoiding volatility, but understanding it through the lens of what can realistically be done within market constraints.
In this episode of Fear and Greed Q&A, Todd Hoare, Head of Public Markets at LGT Crestone, joins Sean Aylmer to unpack the forces shaping today’s investing landscape. Against a backdrop of geopolitical tension - from aggressive tariff manoeuvres to escalating Middle East conflict - Todd argues that while the environment feels volatile, it’s not unprecedented.
