The Astute Investor

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 en...

In the latest episode of The Astute Investor, Head of Private Markets, Martin Randall speaks with Hamilton Lane's executive chairman Hartley Rogers. He shares insights from his work with endowments and multi-generational families and how these groups thinks about long term investing and private markets access. 

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 landscape in the Asia-Pacific region, and what it means for open, trade-dependent economies like Australia and Ne...

In the latest episode of The Astute Investor, LGT Wealth Management’s Head of Private Markets Martin Randall speaks with Isaac Kim and Michael Romano at tech venture capital firm, Lightspeed Venture Partners. Randall, Kim and Romano discuss the most significant disruption in a generation: artificial intelligence (AI). AI is changing the fundamentals of the way we do business and the way we value c...

In the latest episode of The Astute Investor, LGT Wealth Management’s Head of Private Markets, Martin Randall, speaks with Francesco Valmarana, Partner at Pantheon and member of its European Investment and Global Private Credit Investment teams, about the rapid evolution of private credit and the growing role of secondaries. Francesco explains how secondaries have shifted from a niche corner of pr...

In our latest episode of The Astute Investor, Scott Haslem, Chief Investment Officer at LGT Wealth Management, speaks with Ben Powell, Chief Investment Strategist for APAC at the BlackRock Investment Institute. Together they reflect on key lessons from 2025 and explore the major investment themes shaping 2026, from the AI-driven capital expenditure boom to shifting geopolitics and the growing impo...

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, centr...

Impact 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....

In 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 a...

In 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 suc...

Craig Scroggie, CEO of Australia's largest data centre, NEXTDC, explains how they are accelerating the path to decarbonisation.

In 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.

In 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 elect...

In 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.

For 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 I...

In 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 provide...

In 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, offerin...

In 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 investme...

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...

From 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 U...

In 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...

In 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...

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...