LGT Crestone Wealth Management Limited

A great note from Matt Tan and the team on the investment implications of the US election result. Looking beyond the emotions of the news headlines, we continue to analyse geopolitical events through a constraints-based lens.

After the compelled withdrawal of a sitting US president, as well as multiple assassination attempts and criminal convictions, a contentious and eventful US presidential election campaign has drawn to a dramatic finish. Donald Trump will become the 47th president of the United States in a result that, in the end, proved more decisive than the polling suggested. Despite having retaken control of the Senate, the Republican Party is yet to secure a ‘red sweep’, with the result in the House of Representative for now too close to call. In this Special report, written by LGT Crestone Senior Asset Allocation Specialist Matthew Tan, CFA and LGT Crestone Head of Public Markets Todd Hoare, we outline the key results (that we know of so far) from the 2024 US elections and their likely implications for policy, the economy, and markets. In doing so, we strive to look beyond the news headlines to identify the key constraints facing the incoming president, the most probable market- relevant consequences, and present an astute investor’s guide to navigating Trump 2.0. #DonaldTrump #KamalaHarris #President #USElection #LGTCrestone

We believe the key is to ensure portfolios are well diversified across styles, regions and market capitalisation, as this will likely deliver attractive risk-adjusted returns without being overly dependent on a particular outcome. In this month’s report, written by Chief Investment Officer Scott Haslem and Senior Portfolio Manager Stan Shamu, we provide an overview of our approach to constructing equity portfolios. We discuss the strategies and styles we adopt to maximise opportunity and build resilience in portfolios, as well as some of the pitfalls investors should be aware of. Read the full publication here - https://lnkd.in/gNfDpUDq .

Last week, LGT Crestone welcomed Adair Newhall, partner at StepStone Group, to our boardroom for an engaging discussion on the venture capital and growth equity secondaries market. The appeal of this market remains strong, with deal volume already surpassing last year’s levels. Mr. Newhall, a key member of StepStone’s private equity team, shared his valuable insights on trends and opportunities in this space. Thank you to Adair and the StepStone team for facilitating an interesting and engaging discussion.

Recently, the Australian dollar reached its strongest level against the USD in over 18 months, then slipped due to strong U.S. economic data. Now, global interest rates are beginning to favour the AUD, with central banks worldwide expected to cut rates more sharply than Australia’s Reserve Bank. Read LGT Crestone Head of Public Markets Todd Hoare's latest article in The Australian Financial Review, highlighting the need for investors to assess exposure to AUD-denominated assets amid shifting global rates and evolving market dynamics.

This week, 25 LGT Crestone staff participated in the JP Morgan Corporate Challenge, joining thousands of others in the world’s largest corporate running event. It was a fantastic opportunity to showcase the strong sense of camaraderie that defines our workplace culture. At LGT Crestone, we believe in empowering our team with the trust, flexibility, and autonomy they need to succeed—both inside and outside the office. The event was a reminder of our commitment to work-life balance, the importance of physical wellbeing and fostering a supportive environment that helps our team deliver exceptional outcomes.

LGT Crestone is proud to continue expanding its presence in Western Australia, as demand from high-net-worth families grows amidst an increasingly complex economic landscape. As part of our growth strategy, we welcomed two new advisers in Perth over the past 12 months, with plans to expand further. Thank you to Simone Grogan from The West Australian for this interview with LGT Crestone Chief Executive Officer Michael Chisholm and LGT Crestone Chief Investment Officer Scott Haslem .

LGT Crestone Wealth Management Limited, owned by Liechtenstein royalty, is on the hunt for more advisers to service the high-net-worth families of WA.

Wow! What an exceptional few days at the LGT Climate Conference in Singapore with global policy makers, investors and many of our wonderful clients. Key highlights include Singapore Deputy Prime Minister Hang Swee Keat on the progress Singapore has made towards a sustainable future and setting a very high global benchmark, CEO of Temasek on the role of investors and how they are positioning portfolios to invest in and benefit from the energy transition and Oliver Karius Head of LGT Venture Philanthropy, on how scaling venture impact organisations drives systematic change. As an organisation, LGTs commitment to a sustainable future for the next generation is unsurpassed and I am honoured to be part of it. #LGT #LGTCrestone #sustainablefuture #energytransition #impact #venturephilanthropy Mariam Ashroff Ursula Finsterwald Siobhan Archer Oliver Karius Phoebe Stone Ping Ping Lim Donna Lee Michael Chisholm En Lee Brooke Kennewell Aaron Booth Steven Prowse Lachlan Downe

LGT Crestone Senior Portfolio Manager, Stan Shamu, was recently featured on ausbiz to discuss how we are positioning portfolios ahead of the U.S. elections and rising geopolitical tensions. Stan explained by LGT Crestone remains cautiously overweight in growth assets, particularly in Australian equities, where there is significant value in mid-cap and value-oriented stocks. With global benchmarks often dominated by large U.S. technology sectors, Stan believes there are strong opportunities emerging beneath the surface. Watch the full video - https://lnkd.in/gf_6ER4v