LGT Capital Partners' Investment Outlook 2025 – Melbourne

With the world in a state of flux and heightened uncertainty, it has become even more crucial for investors to be able to distinguish between market signals and noise. The term “tipping points” refers to the threshold beyond which existing trends accelerate or reverse, disrupting previous regimes and leading to profound and lasting change.

Is the energy transition now on hold, even though climate change is accelerating? Is de-dollarization in emerging markets a myth or reality? How should investors deal with the high concentration and rapid churn in public markets, and the fast growth in private markets?

We invite you to join us for a discussion about the current environment and how we are building our portfolio for the years to come.

Please register below for the lunch which will start at 12:15pm on Thursday, 20 February 2025.

Speaker

Antonio Ferrer
Partner

Antonio Ferrer (Spanish) is a Partner on the Multi-Asset Team at LGT Capital Partners (Asia-Pacific) Limited in Hong Kong. He is the Global Head of Multi Asset Portfolio Management, and responsible for the Liquid Markets activities in Asia-Pacific. Moreover, he serves as one of the lead managers of the LGT Endowment Portfolio and the Liquid Multi-Alternatives Fund in Australia.

Before joining the firm, Mr. Ferrer started his career at UBS Wealth Management as a relationship manager for high-net-worth clients in Argentina and in Switzerland. He was then appointed to become a team head in the respective area at UBS. In 2008, Mr. Ferrer joined LGT as a portfolio manager for multi-asset funds and institutional client mandates. In 2012, he took over additional responsibility in the manager selection area specializing in equity emerging market single countries. In 2018, he relocated to Hong Kong to set up and expand LGT Capital Partners' Asset Management activity being licensed with the Securities and Futures Commission (SFC) as the manager in charge (MIC) for Type 9 activity and as a Responsible Officer.

Mr. Ferrer is a Certified International Investment Analyst (CIIA). He holds the Swiss Federal Diploma for Experts in Finance and Investments (AZEK) and a BSc in Business Administration from the University of Applied Science in Chur. Mr. Ferrer is fluent in English, German, Spanish, French and Italian.

Mikio Kumada
Executive Director

Mikio Kumada (Greek/Japanese) is an Executive Director at LGT Capital Partners in Tokyo. He serves as a financial economist in the Asset Allocation & Research team and is also responsible for LGT Capi-tal Partners in Tokyo. Prior to joining the firm, he worked for Bloomberg in Europe, among other ro-les. Mr. Kumada joined LGT Group in Liechtenstein in 2002 as a market analyst for the group’s trea-sury department and later transferred to asset management. Over the years, he has worked for the firm in Switzerland, Singapore, and Hong Kong. He is communicating economic research and strategy to clients, and regularly appears on CNBC and Bloomberg as a commentator. Mr. Kumada holds an MA in Political Science from the University of Vienna and is a Certified International Investment Ana-lyst. He is fluent in English, German, Japanese and Greek.

Location

Cumulus Inc.

45 Flinders Lane, Melbourne
3000 Melbourne

Registration

Contact

If you have any questions about the event or your registration, please contact us:
Deanna Osborne (deanna.osborne@lgtcp.com, +61 413 719 212)