The Astute Investor

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.

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 investors. In this podcast, Mario explains the benefits of investing in private markets and outlines the current dynamics in private markets versus their public counterparts, as well as some of the risks investors should be aware of when investing.

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.