The Astute Investor

LGT Crestone
  • 4.7 (20)
  • BUSINESS
  • UPDATED MONTHLY

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

  1. 15 APR

    AI: The great disruptor

    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 companies and investments, and all at a pace that is unprecedented.

    41 min

  2. 31 MAR

    A second look on private debt

    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 private equity to a mainstream portfolio management tool, and how the same dynamic is now playing out in private credit.  In today’s environment, he notes that returns are driven by the underlying loan yield, the incremental yield uplift from buying below par, the amortisation of that discount over the remaining life of the loans, and the potential “pull to par” as written down positions recover. The discussion also touches on the distinction between senior direct lending and the broader opportunistic credit universe and how secondaries can provide access to these markets with enhanced transparency and risk control.

    29 min

  3. 16 FEB

    Building Resilient Portfolios in the Age of AI

    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 importance of portfolio construction.

    34 min

  4. 15 JAN

    Will 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. Global growth is likely to be moderate – lower than in the pre‑COVID era but not recessionary – with the US holding up relatively better than Europe and the UK, and China slowing structurally but still expanding.

    41 min

  5. 10/12/2025

    Capital with a cause: investing for systemic change

    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. 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.

    33 min

  6. 05/11/2025

    Infrastructure Investing – Navigating Growth, Sustainability & Digitalisation

    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 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 for portfolios in Australia and globally.

    51 min

  7. 20/10/2025

    Looking beyond numbers with quantitative investing

    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 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.”

    41 min

  8. 08/10/2025

    AI, data and decarbonisation

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

    28 min
See All (33)

Ratings & Reviews

4.7
out of 5
20 Ratings

About

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

Information

  • Creator
    LGT Crestone
  • Years Active
    2022 - 2026
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    The Astute Investor

You Might Also Like