The Astute Investor

Inflation, supply chains, and the energy transition

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.  

Investing through inflation

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.

Will private markets continue to outperform?

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.

Lessons from previous bear markets

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.