The Astute Investor

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.

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 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.  

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 the way and explains how these insights apply to Australian families wrestling with the idea of intergenerational wealth and family legacy planning.

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 on valuations versus public equities and whether increased constraints within the superannuation industry are likely to impact private equity.

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 lowdown on the upcoming US election, and tells us what impact the Inflation Reduction Act will likely have on the US economy.

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 recent market volatility.

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 risks investors should be aware of.  

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.