The Astute Investor

In 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 finan...

In 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 impro...

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...

In 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...

In 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...

In 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...

In 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...

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.

In 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...

In 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.

In 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 r...

In 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.

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 i...

In 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.