LGT Crestone Wealth Management Limited

India’s investment case continues to strengthen, driven by demographics, digitisation, deregulation, and democratisation. In an interview with ausbiz, Rhys Thomas from LGT Crestone explores why India’s rapid economic transformation presents compelling opportunities for investors. Rhys shares insights into India’s structural growth, fintech innovations, and why active management may be the best approach to navigating this dynamic market. Watch the full interview here - https://lnkd.in/gPqXe-hF

LGT Crestone Head of Sustainable Investment Amanda MacDonald was featured on the FS Sustainability Greener Way podcast last week, discussing the evolving landscape of sustainable investing for high-net-worth investors. While many seek to align their portfolios with their values, shifting market dynamics and increasing political scrutiny present new challenges. How will these developments shape the future of responsible investment? Discover more by listening to the thoughtful chat below.

Last week Michael Chisholm welcomed clients to two exclusive gallery events in both Sydney and Melbourne to celebrate Chinese New Year. LGT Crestone was privileged to host private viewings of Yayoi Kusama’s Infinity Rooms at the National Gallery of Victoria and Cao Fei’s My City is Yours at the Art Gallery NSW. Both provided immersive and interactive aspects such as virtual reality. We are delighted to sponsor both galleries and celebrate our commitment to the arts. Wishing everyone good health, prosperity, and happiness in 2025 and the Year of the Snake. 

Market volatility is in focus as 2025 unfolds, with strong US growth data challenging the disinflation narrative and recalibrating expectations for central bank rate cuts. While the macro backdrop remains constructive, the path forward may take longer to materialise. Investors must stay nimble, balancing near-term disruptions—from trade tensions to AI-driven market shifts—with long-term strategic positioning. In this month’s CIO Note, written by LGT Crestone Chief Investment Officer Scott Haslem, we revisit key themes from our 2025 Outlook and adjust our tactical positioning accordingly. Equities and fixed income remain well-placed, but with more measured outperformance relative to cash than in 2024. As always, disciplined risk management and a keen eye on shifting policy dynamics will be key to navigating the months ahead. Read the full report here - https://lnkd.in/gnw5rP7V

Investors today find themselves navigating a world increasingly shaped by geo-political forces. The patterns we see today—rising regional conflicts, economic realignments, and a recalibration of global power—echo the past. Studying historical transitions, particularly from the 19th century, offers valuable lessons for understanding the risks and opportunities in an evolving multi-polar world. At LGT Crestone, we integrate a constraints-based approach to assessing geo-political developments, helping us cut through the noise and focus on structural realities. While uncertainty can create volatility, it also fosters opportunity. In this Observations piece, LGT Crestone Senior Asset Allocation Specialist Matthew Tan, CFA dives deeper into the world of geo-politics. We outline some of the key geo-political theories underpinning our central case for a multi-polar world, as well as some of the long-term implications of this backdrop for investors.

When markets are volatile, the most important rule is: don’t panic—stay disciplined. A well-constructed strategic asset allocation (SAA) is designed for long-term objectives and built to withstand volatility. Diversification across asset classes, styles, and geographies—plus the unique benefits of the Australian dollar—adds resilience. As Senior Asset Allocation Specialist Matthew Tan, CFA explains, downturns often bring opportunity. History shows that periods of extreme volatility have rewarded patient investors. If capital is needed in the short term, it shouldn’t be in equities. For those with a long-term perspective, staying invested remains the most proven strategy.

2025 has started with a rather cautious outlook for sustainable investing. President-elect Donald Trump returning to the White House has ushered a period of uncertainty. So how does a sustainable investor, one who does consider the environmental and social impact of their investment decision making, navigate the uncertain landscape? LGT Crestone Head of Sustainable Investment Amanda MacDonald and LGT Crestone Sustainable Investment Analyst Thomas Abbott emphasise that sustainability factors continue to play a crucial role, presenting both opportunities and risks with financial and non-financial implications. The key tenets of a responsible investment approach, be it addressing climate risks, attracting diverse talent or ensuring robust governance, remain crucial to effective investment decision making, regardless of which way the political wind blows. 

Kicking off the year at the Australian Open was a fantastic way to connect with our clients and colleagues. Over two days, LGT Crestone welcomed 120 guests to Melbourne Park, enjoying world-class Quarter Final matches at Rod Laver Arena. Staff from across Australia came together to host this memorable event, ensuring it hit all the right notes both on and off the court. With LGT Crestone panama hats providing shade under the summer sun, the event truly served up an ace start to the year. It was a privilege to share this experience with everyone who attended, reflecting the collaborative approach that defines our work as one of Australia’s leading independent wealth management firms.

LGT Crestone Chief Investment Officer Scott Haslem joined ausbiz to share his insights on navigating the complexities of 2025. With Donald Trump’s second term creating shifts in fiscal and trade policy, Scott explores how these changes could influence markets and uncover new opportunities. Against a backdrop of moderating inflation and potential rate cuts, he outlines a thoughtful approach to positioning portfolios for resilience and growth in a more volatile environment. How can investors adapt to this evolving landscape and capture opportunities beneath the surface? Watch the interview to gain valuable insights into the themes shaping the year ahead and strategies for maintaining focus in uncertain markets - https://lnkd.in/gqbMK2a4 .

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. Listen now: Website - https://lnkd.in/gcvTdB59 Apple Podcasts - https://lnkd.in/gHaRhvrj Spotify - https://lnkd.in/gAkPAmX5