Podcasts

How to Trump-Proof your portfolio

  • from Matthew Tan, LGT Wealth Management, Head of Asset Allocation
  • Date

Key Topics

LGT Crestone Senior Asset Allocation Specialist Matthew Tan joined the Fear & Greed podcast to discuss the evolving landscape of global trade and what it means for investors. As the White House considers new reciprocal tariffs, Matthew unpacks their potential economic impact, the broader shifts in policy shaping market expectations, and key developments to monitor in 2025. He also shares strategies for filtering out short-term noise, maintaining a long-term investment perspective, and why - contrary to popular belief - these tariffs could actually have a disinflationary effect.

LGT Crestone Senior Asset Allocation Specialist Matthew Tan, CFA was featured on the Fear & Greed podcast, discussing how investors can navigate shifting U.S. trade policies and the growing complexity of a multi-polar world. With the White House preparing to roll out reciprocal tariffs, Matthew breaks down the potential market impact, how policy shifts are reshaping expectations, and key catalysts to watch in 2025. He also offers insights on cutting through market noise, staying focused on long-term investment fundamentals and explains the somewhat out of consensus view on why these tariffs may in fact be disinflationary.

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Podcasts

Necessity prompts innovation: AI and the energy transition with Wendy Cromwell

In the latest episode of The Astute Investor, LGT Wealth Management's Head of Sustainable Investment Tessa Volkmer speaks with Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington Management.
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Podcasts

A macro muse: from Australia’s missing reform agenda to global rates and AI

In this episode, our Chief Investment Officer, Scott Haslem speaks with Stephen Miller, one of Australia’s longest-serving economists and investors.
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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.