The Astute Investor

LGT Crestone
  • 4.7 (20)
  • BUSINESS
  • UPDATED MONTHLY
The Astute Investor

A podcast launched by LGT Crestone that gives you access to the global experts in wealth and funds management

  1. 30 JUNE

    Crises, conflicts and ceasefires: Positioning portfolios through recent geo-political events

    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.

    37 min

  2. 25 MAR

    Australia's untapped nuclear potential

    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 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 this rapidly evolving sector.

    29 min

  3. 15 JAN

    Navigating disruption: What lies ahead for markets in 2025

    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 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 navigating today’s complex market dynamics.

    44 min

  4. 16/12/2024

    Foundations of success: Insights on long-term investing and infrastructure

    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, 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 asset class, the benefits of a purpose-driven investment approach, or simply enjoy hearing from global financial leaders, this episode lays the foundation for insightful investing.

    32 min

  5. 14/10/2024

    Investing for impact: Matching returns with positive change

    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 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 platform provides access to global, market-leading private capital managers through fund-of-fund structures of which all fee revenue (ex-operating costs) is pledged to social impact grants in Australia. Central to the model is Community Capital’s ‘theory of change’, which focuses on solving some of the most pressing social issues in local communities. 10x10 Philanthropy is a global venture philanthropy organisation founded in 2013. To date, it has raised and distributed over AUD 6 million in support of almost 400 early-stage social purpose organisations worldwide.

    29 min

  6. 23/09/2024

    The 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 $23.5 billion acquisition of Australian company AirTrunk. A key theme of the discussion is Blackstone's use of artificial intelligence to enhance its investment strategies, allowing it to uncover more opportunities across markets. John also emphasises the critical importance of cybersecurity and how Blackstone supports its portfolio companies in managing tech-related risks in an increasingly data-driven world. This episode offers a deep dive into Blackstone's cutting-edge approach to investing, technology, and the future of alternative assets, providing valuable insights for high-net-worth investors who are seeking to navigate these evolving trends.

    46 min

  7. 25/08/2024

    Navigating the US presidential election with Libby Cantrill

    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 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.

    40 min

  8. 06/08/2024

    Where does the shortage in housing and boom in private credit collide? A podcast with Andrew Schwartz from Qualitas

    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’s current housing shortage. He also talks about the boom in private credit and how this is moving into commercial real estate debt.

    42 min
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Ratings & Reviews

4.7
out of 5
20 Ratings

About

A podcast launched by LGT Crestone that gives you access to the global experts in wealth and funds management

Information

  • Creator
    LGT Crestone
  • Years Active
    2022 - 2025
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    The Astute Investor

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