Shows
The Astute InvestorWill 2026 be more challenging for markets?In the latest episode of The Astute Investor, LGT Wealth Management CIO Scott Haslem speaks with Stephen Halmarick, Principal and Chief Economist at Economics Unchained and former Chief Economist of the Commonwealth Bank of Australia, about the macro backdrop as we enter 2026.
Stephen notes that 2025 delivered a third consecutive year of solid returns, supported by resilient global growth, central bank rate cuts and ongoing fiscal support. Looking ahead, he expects 2026 to be more challenging as major central banks approach the end of their easing cycles and markets adjust to fewer, or no, further rate cuts. G...
2026-01-1540 minThe Astute InvestorCapital with a cause: investing for systemic changeImpact investing is reshaping how Australian families, foundations and leaders think about their capital - not just as a source of returns, but as a lever for systemic change. By aligning grant-making and investment strategies, and using frameworks like avoid–benefit–contribute, investors can move beyond traditional philanthropy to unlock larger pools of capital for social and environmental good. As the next generation pushes for purpose-led portfolios and regional collaboration, those willing to bridge philanthropy, wealth management and impact investing will be best placed to drive meaningful, scalable change in Australia and beyond.
2025-12-1033 minThe Astute InvestorInfrastructure Investing – Navigating Growth, Sustainability & DigitalisationIn the latest episode of The Astute Investor, Kevin Wan-Lum sits down with Esther Peiner, Head of Infrastructure at Partners Group, to explore how infrastructure investing is evolving in response to global trends in sustainability, digitalisation, and growth. Esther shares insights on Partners Group’s approach to hands-on management and thematic investing, illustrated by recent transactions such as the exit from Grassroots Renewables and the acquisition of Green Square DC. The conversation also covers the importance of resilience, the role of private capital in addressing system risks, and how deep knowledge of assets and investment models can unlock value fo...
2025-11-0550 minThe Astute InvestorLooking beyond numbers with quantitative investingIn our latest episode of The Astute Investor - Looking beyond numbers with quantitative investing, Kevin Wan Lum, Deputy Chief Investment Officer of the LGT Wealth Managements Investment Office interviews Morry Waked, Managing Director and Head of Investments from Vinva Investments. Morry has a long and well-recognised career in active investing globally.
During the podcast Morry discusses how successful investing requires looking beyond the numbers - it’s not just about data and technology but employing high-quality people to create a strong culture that delivers consistent outcomes for clients.”
2025-10-2040 minThe Astute InvestorAI, data and decarbonisationCraig Scroggie, CEO of Australia's largest data centre, NEXTDC, explains how they are accelerating the path to decarbonisation.
2025-10-0827 minThe Astute InvestorOpportunities outside the USIn our latest episode of The Astute Investor, Scott Haslem, Chief Investment Officer at LGT Wealth Management is joined by Tim Toohey, Head of Macro and Strategy at Yarra Capital Management to discuss some of the key macro and market issues facing investors in the year ahead, both globally and locally.
2025-09-3041 minThe Astute InvestorThe good, the bad and the ugly in private marketsIn our latest episode of The Astute Investor, Scott Haslem, Chief Investment Officer at LGT Crestone is joined by Scott Voss, Managing Director and Senior Market Strategist at HarbourVest to discuss the ‘good, the bad and the ugly’ in private markets. During the podcast, Scott Voss talks to his views on the evolving landscape of private equity, the implications of macro shifts such as the US election, and the role of AI within private markets.
2025-08-0637 min
FEAR & GREED | Business NewsQ+A: Is the current market volatility just business as usual?Is what going on in financial markets at the moment the same as usual - just noise to look through - or is it different this time around?Today Sean Aylmer is joined by Todd Hoare, Head of Public Markets at LGT Crestone.Fear & Greed Q+A: Join Sean Aylmer & Michael Thompson as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook!This is general information only. Seek professional advice before investing.Find out more...
2025-08-0507 minFear & Greed Q+AQ+A: Is the current market volatility just business as usual?Is what going on in financial markets at the moment the same as usual - just noise to look through - or is it different this time around?Today Sean Aylmer is joined by Todd Hoare, Head of Public Markets at LGT Crestone.Fear & Greed Q+A: Join Sean Aylmer & Michael Thompson as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook!This is general information only. Seek professional advice before investing.Find out more...
2025-08-0507 min
SBS On the MoneyBanks slump as investors turn to miners; RBA minutesThe Australian sharemarket has closed flat after opening higher, as strong gains in healthcare and materials were offset by a second straight day sell-off in bank shares, seeing investors moving towards the miners. For more, Stephanie Youssef spoke with Todd Hoare, the chief investment officer at LGT Crestone. Plus, the Reserve Bank has revealed its reasoning behind its decision to keep interest rates on hold at July’s board meeting, saying lowering them wouldn’t have been consistent with its strategy of easing monetary policy in a “cautious” approach. Independent economist Chris Richardson says it means an August rate cut is likel
2025-07-2213 min
SBS News In DepthBanks slump as investors turn to miners; RBA minutesThe Australian sharemarket has closed flat after opening higher, as strong gains in healthcare and materials were offset by a second straight day sell-off in bank shares, seeing investors moving towards the miners. For more, Stephanie Youssef spoke with Todd Hoare, the chief investment officer at LGT Crestone. Plus, the Reserve Bank has revealed its reasoning behind its decision to keep interest rates on hold at July’s board meeting, saying lowering them wouldn’t have been consistent with its strategy of easing monetary policy in a “cautious” approach. Independent economist Chris Richardson says it means an August rate cut is likel
2025-07-2213 minThe Astute InvestorCrises, conflicts and ceasefires: Positioning portfolios through recent geo-political eventsIn 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 talk discuss how we are navigating the seemingly endless geo-political developments in light of the recent Iran-Israel conflict.
2025-06-3036 minSBS On the MoneyASX shrugs off Trump tariff legal challenge and Nvidia resultSBS Finance Editor Ricardo Gonçalves speaks with Todd Hoare from LGT Crestone Wealth Management Limited and Armina Rosenberg from Minotaur Capital to find out why Australian investors looked past surging US Futures following Nvidia's strong earnings result and after a US court blocked Donald Trump's reciprocal tariffs.
2025-05-2915 min
FEAR & GREED | Business NewsInterview: How to Trump-proof your investmentsThis is a big week for global markets, with the White House set to target a number of countries with reciprocal tariffs. And that's likely to create more turmoil for investors.Matthew Tan, Senior Asset Allocation Specialist at LGT Crestone, explains why the Trump administration is pursuing these policies, the potential impact on markets, and how investors can navigate the coming months.The information in this episode is general in nature, and doesn’t take into account your own circumstances. You should do your own research and seek professional advice before making investment decisions.
2025-03-3012 minThe Astute InvestorAustralia's untapped nuclear potentialFor years, nuclear energy has been a polarising topic—hailed as a clean energy solution by some and dismissed as too complex and controversial by others. But as energy security, decarbonisation, and the exponential power demands of AI come to the forefront, the investment case for uranium is stronger than ever. In this episode of The Astute Investor Podcast, Amanda MacDonald, Head of Sustainable Investment at LGT Crestone sits down with Guy Keller, Portfolio Manager at Tribeca Partners, to explore why nuclear energy is experiencing a global renaissance, what’s driving uranium markets, and how investors can position themselves in th...
2025-03-2528 min
The Greener WayUltra wealthy look to sustainability and impact in an increasingly anti-ESG world with Amanda MacDonaldWhen you think of high-net-worth investors, you probably think of fast cars, designer bags and all-inclusive vacations. The last place your mind likely turns to is their interest in sustainable investing.But according to Amanda MacDonald, high-net-worth investors are increasingly looking to make an impact in their portfolios.But the global sustainable investing landscape is changing, experiencing pushback and becoming increasingly politicised.So how does this impact the responsible investment goals of high-net-worth investors?LGT Crestone’s Head of Sustainable Investing Amanda MacDonald joins us on the podcast today. The...
2025-02-1017 minThe Astute InvestorNavigating disruption: What lies ahead for markets in 2025In the latest episode of The Astute Investor podcast, LGT Crestone Chief Investment Officer Scott Haslem welcomes David Bassanese, Chief Economist at Betashares, for an engaging discussion on the global and Australian economic outlook for 2025. Drawing on a distinguished career that includes roles at Macquarie Bank, the Federal Treasury, the OECD, and The Australian Financial Review, David provides expert insights into macroeconomic trends and their impact on investment decisions. The episode focuses on key themes such as US political developments, Australia’s economic challenges, and the active versus passive investing debate, offering actionable strategies for high-net-worth and ultra-high-net-worth investors na...
2025-01-1543 min
Weird Growth#59 – Go Hard and Grow Home with Dominic PymYou've heard startup stories, but few come as inspiring as Dominic Pym’s. From building some of Australia’s most iconic fintech companies to investing in the future of startups, Dom shares lessons every founder should hear. Recorded live at West Tech Fest, this episode of Weird Growth dives into the moments that defined Dom’s journey—and what drives his mission to support the next generation of founders.
Problem:
Fixing online payments in Australia. Creating a banking experience that’s the opposite of boring. Supporting the infrastructure for tomorrow’s startups.
Solution:
Simple online payments. Ea...
2024-12-3136 minThe Astute InvestorFoundations of success: Insights on long-term investing and infrastructureIn the latest episode of The Astute Investor Podcast, we feature an in-depth conversation with David Neal, Chief Executive of IFM Investors. Hosted by Kevin Wan Lum, Deputy Chief Investment Officer at LGT Crestone, this episode explores the dynamic world of infrastructure investing and the philosophy behind IFM’s $220 billion portfolio. David shares his journey from engineering to finance, offering unique insights into disciplined investment processes and long-term value creation. Together, they delve into the megatrends shaping infrastructure, from decarbonisation to digitisation, and the lessons learned from navigating challenges like the pandemic. Whether you're curious about infrastructure as an as...
2024-12-1631 minThe Astute InvestorInvesting for impact: Matching returns with positive changeIn our latest episode of The Astute Investor, Martin Randall, Head of Private Markets at LGT Crestone, interviews Laurence Marshbaum OAM, Co-Founder of Community Capital and 10x10 Philanthropy. In their discussion, Laurence explains the importance of investing in a way that can generate both financial return and social impact, and outlines how investors can achieve this through innovative investment strategies.
Community Capital is a portfolio management firm co-founded by Barrenjoey Capital Partners and Laurence Marshbaum with approximately AUD 670 million under management. The firm seeks to generate strong investment returns for investors, alongside meaningful community-based social impact. The...
2024-10-1428 minThe Astute InvestorThe Human-AI partnership: Enhancing investment decisions through tech.In the latest episode of The Astute Investor, Todd Hoare, Head of Public Markets at LGT Crestone, sits down with John Stecher, Chief Technology Officer at Blackstone - the world’s largest alternative asset manager, which oversees more than $1 trillion in assets. John provides valuable insights into how Blackstone leverages its size and scale to access proprietary private markets data, which gives it a competitive edge in identifying unique investment opportunities. He also discusses the firm’s growing focus on real estate, particularly data centres and industrial warehouses, a theme which has proven newsworthy in recent weeks following Blackstone’s $23...
2024-09-2446 min
Grow Your WealthMartin Randall - Unlocking Private Markets: A Journey in Alternative InvestmentsIn this episode of the Grow Your Wealth podcast, we sit down with Martin Randall, Head of Private Markets at LGT Crestone, to explore the opportunities within private markets and how investors can benefit from alternative assets. Martin shares his journey from his early days in structured products to his pivotal role in expanding access to private wealth investments. His expertise covers a broad range of asset classes, from private equity and debt to real assets and hedge funds. Martin offers insights on navigating career transitions, building meaningful relationships, and the importance of understanding both the intellectual and relational...
2024-09-1132 minThe Astute InvestorNavigating the US presidential election with Libby CantrillFrom a disastrous debate performance from President Joe Biden, to an assassination attempt on his Republican predecessor, Donald Trump, the events leading up to the 2024 US presidential election have been like no other.
In this podcast, Scott Haslem interviews Libby Cantrill, Head of US Public Policy and a managing director in PIMCO’s Portfolio Management Group. Libby provides her view on the US presidential election, what investors should be keeping an eye on, and what the implication of the election result mean for the US economy and the world more broadly.
2024-08-2640 minThe Astute InvestorWhere does the shortage in housing and boom in private credit collide? A podcast with Andrew Schwartz from QualitasIn the latest episode of the Astute Investor Podcast, Where does the shortage in housing and boom in private credit collide?, LGT Crestone’s Chief Investment Officer, Scott Haslem, and Jessica Lin from LGT Crestone’s Capital Markets team interview Andrew Schwartz, Group Managing Director, Co-Founder, and Chief Investment Officer at Qualitas.
Andrew discusses some of the key issues around Australia’s current housing shortage. He also talks about the boom in private credit and how this is moving into commercial real estate debt.
2024-08-0741 minThe Astute InvestorInvesting through geo-political turmoilIn this episode, Investing through geo-political turmoil, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews General David Petraeus (US Army, Ret), a partner at KKR and Chairman of the KKR Global Institute.
Prior to joining KKR, General Petraeus served in the US military for over 30 years and following his retirement from the military, served as Director of the Central Intelligence Agency. Over the past 20 years, he has been named one of America’s 25 Best Leaders by US News and World Report, has been a runner-up for Time magazine’s Person of the Year, has earned numerous awards...
2024-07-0339 minThe Astute InvestorWhat's driving the boom in private debt with Michael Small from KKRIn this episode, What’s driving the boom in private debt?, LGT Crestone’s Head of Private Markets, Martin Randall, interviews Michael Small, a partner in KKR’s Credit and Markets business.
We hear Michael’s perspective on the evolution of the private credit industry, as well as the opportunities investors can take advantage of in this part of the market. Michael also explains why asset-based finance has increased in popularity and the various exposures this can provide for investors.
2024-06-0532 minThe Astute InvestorImproving Australia's productivity with Stephen Walters from BCAIn this episode, Improving Australia’s productivity, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Stephen Walters, Chief Economist at the Business Council of Australia (BCA).
We hear Stephen’s perspective on some of the key challenges facing Australia’s economic outlook, particularly from the perspective of the business sector. We also hear his views on how Australia can improve its recent poor productivity performance.
2024-03-1331 minThe Astute InvestorIs private equity the new traditional asset class?In this podcast, Urs Wietlisbach, Co-Founder of Partners Group, explains how the private equity industry has matured over the past few decades and why he believes private equity is the ‘new traditional asset class’. He also discusses what is required to create value in a higher rate environment, how his family office is investing in a range of uncorrelated asset classes, and the evolution of Blue Earth Capital, a global impact investing firm, initiated by Urs in 2015.
2024-02-1226 minThe Astute InvestorWill Australia avoid a recession? An interview with Jo Masters from Barrenjoey Capital PartnersIn the latest episode of The Astute Investor Podcast, Will Australia avoid a recession?, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Jo Masters, Chief Economist and Partner at Barrenjoey Capital Partners.
In this podcast, Jo provides Barrenjoey’s outlook for Australia and the global economy, and what this means for inflation and interest rates. She also digs into some of the longer-term issues facing Australia, such as the housing sector, and the changes in the Reserve Bank of Australia’s monetary policy operations that are getting underway in 2024.
2024-01-1435 minThe Astute InvestorLeaving a legacy in Australia: Insights from the Princely FamilyIn this episode, Leaving a legacy in Australia: Insights from the Princely Family, LGT Crestone’s Chief Executive Officer, Michael Chisholm, interviews LGT Group’s H.S.H. Prince Hubertus von und zu Liechtenstein.
Prince Hubertus explains how the Princely family has managed to successfully pass its wealth down over 26 generations and 900 years of history. He provides his advice and learnings along the way and explains how these insights apply to Australian families wrestling with the idea of intergenerational wealth and family legacy planning.
2023-11-2913 minThe Astute InvestorFinding value in private equity with Tim Sims from Pacific Equity PartnersIn this episode, Finding value in private equity, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Tim Sims, Managing Director and founder of Pacific Equity Partners.
Tim explains how the industry has evolved since Pacific Equity Partners was founded, and provides his thoughts on the important factors to consider when assessing private equity opportunities. He also gives his view on valuations versus public equities and whether increased constraints within the superannuation industry are likely to impact private equity.
2023-11-1237 minThe Astute InvestorHow geo-politics is shaping the world with Adam Creighton from The AustralianIn this episode, How geo-politics is shaping the world, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews award-winning journalist Adam Creighton.
Currently based in Washington DC, Adam is the Washington correspondent for The Australian, and has a special interest in tax and financial policy. In this podcast, he provides his perspective on the geo-political landscape, gives us the lowdown on the upcoming US election, and tells us what impact the Inflation Reduction Act will likely have on the US economy.
2023-09-1936 minThe Astute InvestorHow megatrends are shaping the property and healthcare sectors with David Di Pilla from HMC Capital.In this episode, How megatrends are shaping the property and healthcare sectors, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews David Di Pilla, Founder and Group CEO of HMC Capital.
David explores what the future has in store for commercial property, how valuations are currently looking, and how megatrends are shaping the residential and commercial property sectors.
2023-09-0727 minThe Astute InvestorFinding value in real estate with Leonie Wilkinson from Brookfield Real Estate GroupIn this episode, Finding value in real estate, LGT Crestone’s Senior Investment Analyst - Alternatives, Martin Randall, interviews Leonie Wilkinson, Senior Vice President in Brookfield’s Real Estate Group.
Leonie provides perspective on the impact of interest rate rises on real estate valuations. She also discusses what is happening in the office market, and where investors can find value, given recent market volatility.
2023-06-2223 minThe Astute InvestorWhat does the inflation outlook mean for bond markets? An interview with Francis Scotland from Brandywine GlobalIn this episode, LGT Crestone’s Chief Investment Officer interviews Francis Scotland, Director of Global Macro Research at Brandywine Global. Francis dives deep into the outlook for the global macro environment, why he’s bullish on inflation retracing, and its implications for bond markets.
2023-05-2236 minThe Astute InvestorInflation, supply chains, and the energy transitionIn the latest episode of The Astute Investor Podcast, Inflation, supply chains, and the energy transition, LGT Crestone’s Chief Investment Officer, Scott Haslem, interviews Frances Lim, Head of Asia Pacific Macro at KKR.
Frances explores some of the themes that are likely to guide the macro-economic environment in the coming year, as well as longer-term thematics that will drive markets and key risks investors should be aware of.
2023-04-2127 minThe Astute InvestorInvesting through inflationIn this episode, Investing through inflation, LGT Crestone’s Chief Investment Officer, Scott Haslem, and Head of Public Markets, Todd Hoare, interview Ron Temple, Chief Market Strategist at Lazard Asset Management. Ron provides his view on some of the longer-term thematics that are likely to play out in equity markets, as well as the intersection between sustainable and value investing.
2023-03-2027 minThe Astute InvestorWill private markets continue to outperform?In the latest episode of LGT Crestone's The Astute Investor Podcast, Will private markets continue to outperform?, LGT Crestone’s Chief Executive Officer, Michael Chisholm, and Senior Investment Analyst - Alternatives, Martin Randall, interview Mario Giannini, Chief Executive Officer of Hamilton Lane.
Hamilton Lane is a leading global investment manager that provides private market solutions to investors. In this podcast, Mario explains the benefits of investing in private markets and outlines the current dynamics in private markets versus their public counterparts, as well as some of the risks investors should be aware of when investing.
2023-02-2218 minThe Astute InvestorLessons from previous bear marketsIn the first episode of LGT Crestone's The Astute Investor podcast, we talk to Firetrail Investment's Patrick Hodgens who shares his experience of over 30 years of investing.
2022-11-2430 min