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The Astute Investor

LGT Crestone
Artificial Intelligence
Australia
Private Markets
Investment Strategies
Decarbonization
Infrastructure
Sustainability
Private Equity
Interest Rates
Market Trends
Lightspeed Venture Partners
Infrastructure Investing
Economy
Australian Economy
Market Growth
Trump Administration Policies
Nuclear Energy
Uranium
United States
Active Management

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

PublishesMonthlyEpisodes35Founded4 years ago
Number of ListenersCategory
Business

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Artwork for The Astute Investor

Latest Episodes

In the latest episode of The Astute Investor, Head of Private Markets, Martin Randall speaks with Hamilton Lane's executive chairman Hartley Rogers. He shares insights from his work with endowments and multi-generational families and how these groups... more

In the latest episode of The Astute Investor, LGT Wealth Management’s Head of Private Asset Allocation Matthew Tan speaks with former Prime Minister of New Zealand, Sir John Key.

We look at the lessons he learned steering New Zealand through periods... more

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 ... more

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, abou... more

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Recent Guests

Sir John Key
Former Prime Minister of New Zealand
National Party (New Zealand)
Episode: Leadership, Resilience and Risk in a Changing World: a conversation with Sir John Key
Isaac Kim
Partner at Lightspeed Venture Partners
Lightspeed Venture Partners
Episode: AI: The great disruptor
Michael Romano
Chief Business Officer at Lightspeed Venture Partners
Lightspeed Venture Partners
Episode: AI: The great disruptor
Francesco Valmarana
Partner in Pantheon's European Investment and Global Private Credit Investment teams
Pantheon
Episode: A second look on private debt
Ben Powell
Chief Investment Strategist for APAC within the BlackRock Investment Institute
BlackRock
Episode: Building Resilient Portfolios in the Age of AI
Stephen Halmarick
Principal and Chief Economist at Economics Unchained
Economics Unchained
Episode: Will 2026 be more challenging for markets?
Liz Gillies
CEO of the Menzies Leadership Foundation
Menzies Leadership Foundation
Episode: Capital with a cause: investing for systemic change
Esther Peiner
Head of Infrastructure at Partners Group and a member of the executive team and global executive board
Partners Group
Episode: Infrastructure Investing – Navigating Growth, Sustainability & Digitalisation
Morry Waked
Managing Director and Head of Investment from Vinva Investment Management
Vinva Investment Management
Episode: Looking beyond numbers with quantitative investing

Host

Scott Haslem
Chief Investment Officer at LGT Wealth Management (also associated with LGT Crestone)

Reviews

4.8 out of 5 stars from 34 ratings
  • Loving this

    Loving this podcast. Not enough episodes for me to get stuck into (I think it’s monthly), but those that have come through so far have had fascinating guests with some interesting investment stories.

    Apple Podcasts
    5
    Blue Rajah1
    Australia3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Fascinating guests and investment stories across episodes.
A steady stream of high-caliber insights and macro context for investors.
Monthly cadence keeps expectations measured and content valuable.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Will 2026 be more challenging for markets?
Q: What should investors watch in 2026 across asset classes?
Expect more challenge across asset classes as rate cuts exhaust and fiscal spending pressures rise; inflation being stickier than expected could keep yields higher and require selective positioning in equities, fixed income, and defense-related sectors.
Will 2026 be more challenging for markets?
Q: How do you see Australia fitting into the global picture, especially regarding productivity and housing?
Australia faces slower potential growth due to weak productivity, aging demographics, and housing supply constraints; housing policy and regulation play a critical role in productivity and price dynamics, with modest improvements possible if supply expands.
Will 2026 be more challenging for markets?
Q: What is your core view for 2026 regarding the global macro cycle and rate paths?
The pace of rate cuts is likely to slow, with many central banks finished cutting and some considering hikes; the US Fed could see a couple of cuts depending on who leads, but the overall trend is a tighter or less accommodative policy stance than in 2025.
A second look on private debt
Q: What does the post-GFC environment look like now for private markets, especially in terms of hold periods and value add?
We're reverting to more traditional private equity dynamics with longer hold periods, more selective company changes, and a focus on real operational value rather than rapid capital turnover driven by cheap money from the prior era.
A second look on private debt
Q: So how are you seeing the landscape today across both the private equity and the debt side?
Private markets have grown substantially as institutions allocate more to the space, with a shift toward more sophisticated management and a focus on operational value creation, especially in private equity, while private credit has expanded into a broader, more diverse set of opportunities including senior debt, mezzanine, and opportunistic credit.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The Astute Investor

What is The Astute Investor about and what kind of topics does it cover?

A finance-focused discussion series that features senior investment professionals and asset managers discussing macro trends, infrastructure, sustainable investing, private markets, and technology-driven investing. Episodes highlight themes like infrastructure growth and sustainability, systematic and data-driven investing, energy efficiency in data infrastructure, geopolitical risk in portfolios, and private markets dynamics, often pairing asset allocation with real-world case studies. The show tends to lean into practical insights for high-ambition investors and wealth managers, with guests spanning global asset owners, fund managers, and industry leaders. A standout pattern is the blend of strategic asset allocation with topical macro an... more

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Which podcasts are similar to The Astute Investor?

These podcasts share a similar audience with The Astute Investor:

1. The Rules of Investing
2. NAB Morning Call
3. Chanticleer
4. The Fin
5. In Good Company with Nicolai Tangen

How many episodes of The Astute Investor are there?

The Astute Investor launched 4 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Astute Investor?

Recent guests on The Astute Investor include:

1. Sir John Key
2. Isaac Kim
3. Michael Romano
4. Francesco Valmarana
5. Ben Powell
6. Stephen Halmarick
7. Liz Gillies
8. Esther Peiner

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