LGT Capital Partners

Tomi Einesalo and Tomi Suonpaa, CFA, Portfolio Managers in our Emerging Markets Fixed Income team, recently visited London to attend a conference about the asset class that brought together issuers, policymakers and investors from around the globe. They share their views on selected countries based on meetings and discussions held during the trip.   ▪️ Angola's oil-driven economy is benefitting from the current geopolitical situation. Credit quality is improving, foreign exchange pressures are abating and there is more space for a policy agenda that could benefit society more widely. ▪️ Egypt has stabilized its economy through disciplined policy coordination after navigating an extreme flight of foreign capital during the crisis of 2022 and 2023, successfully retaining foreign investors and reducing inflation despite ongoing regional tensions. ▪️ Bangladesh, Pakistan and Sri Lanka all have been struggling with their own specific types of economic and financial challenges in the last few years. They are highly dependent on imported energy and had relatively small buffers as they entered the current environment of high energy prices.   Find out more here: https://lnkd.in/ex3TQ5KE

In the latest episode of the Origins podcast, co-host Elizabeth 'Beezer' Clarkson, Managing Director at LGT Capital Partners, speaks with Sarah Pinto Peyronel, Portfolio Manager at Robinhood Ventures, about what it means to take venture capital public and run a portfolio in full view of the market. From building the venture effort behind early bets on Open AI, Anthropic and Coinbase at Emerson Collective to now running two publicly listed funds that provide access to venture capital for Americans who do not qualify as accredited investors and therefore do not have exposure to private companies, Sarah reflects on the structures that make this possible and discusses how retail investors behave when the market turns.   Listen to the podcast here: https://lnkd.in/dw5fdbxR

We are pleased to share that Elizabeth 'Beezer' Clarkson, Managing Director at LGT Capital Partners, has been named the LP recipient of the Trailblazer Award by With Intelligence. The award recognizes women who have made a lasting impact on private markets through their leadership and contributions to the industry. Beezer's selection reflects her longstanding commitment to advancing the venture capital ecosystem and fostering greater transparency through the OpenLP initiative. Find out more here: https://lnkd.in/e8MNDfQ7

China’s private equity lull is a boon if you know where to look – this is what Brooke Zhou, Partner at LGT Capital Partners, told the The Wall Street Journal in a recent interview. She outlined the firm's approach to investing in China and explained why a less crowded market creates compelling opportunities for disciplined investors.   ▪️ As "cautiously contrarian" investors, we see China very much as a buyer's market – limited competition allows us to identify overlooked opportunities and negotiate attractive valuations and favorable terms. ▪️ We have continued to deploy capital in China throughout market downturns, concentrating on the small to middle market segment. ▪️ During periods of weak sentiment, we have been able to acquire high-quality assets at attractive valuations, with little to no competition. ▪️ Sentiment towards China has begun to improve, partly due to the emergence of competitive Chinese AI models in 2025. ▪️ The secondary market is the major growth driver for Asian private equity. Find out more here: https://lnkd.in/e4i_JKtR

We look forward to joining Invesco's Breakthrough 2026 on 6 October in New York.   Two of our colleagues will be part of the program: - Katherine Grant: The Data Advantage: A Framework for Evaluating Private Markets - Dominick Cice: Manager selection in private markets Both come back to the same question: how advisors and due diligence teams can bring the same rigor to private markets that they bring to public ones.   We are pleased to participate as part of our partnership with Invesco, which brings capabilities of both firms to deliver multi-private markets capabilities to US wealth and retirement.   Read more about the conference here: https://inves.co/4yBpbfW

With IPEM Paris well underway, Les Echos Capital Finance has published a special conference edition. It asked André Aubert and Pauline Wetter about the structural shifts reshaping private equity and the opportunities they see across private markets today. The two Partners identified compelling opportunities in small- and mid-market buyouts and secondaries within private equity and also highlighted the breadth of strategies within private credit and the long-term structural tailwinds supporting infrastructure.   ▪️Private equity returns must now be earned through operational value creation and earnings growth rather than multiple expansion. ▪️In this environment, manager selection matters more than ever, with a premium on teams that can demonstrate genuine, repeatable value creation capabilities across market cycles. ▪️The secondary market has matured into a legitimate and sophisticated liquidity management tool. ▪️GP-led secondaries now account for roughly half of all secondary deal flow, more than double their share a decade ago. ▪️DPI has become the new benchmark for many institutional investors after years of limited exits.   Find out more here: https://lnkd.in/ezGkHg8U

Throughout September, colleagues at LGT Capital Partners will take part in industry events around the globe. Thomas Kyriakoudis, Partner at LGT Capital Partners, will join the “What’s next for private credit?” panel at the PAM Private Markets Leaders Forum in Hertfordshire in the UK on 23 September 2026. The discussion will cover developments in private credit markets, opportunities in credit secondaries and the benefits of broader credit strategies beyond direct lending. On 24 September 2026, Kazushige Kobayashi, Chairman and Country Head Japan and Executive Director at LGT Capital Partners, will join a panel at DealStreetAsia's PE/VC Summit on private equity opportunities in developed Asia in Singapore. He will also speak at SuperReturn Asia in Singapore on 28 September 2026, discussing Japan's momentum, tailwinds and growth. Find out more about the conferences here: DealStreet Asia PE/VC Summit: https://lnkd.in/gwSrRsqr SuperReturn Asia: https://lnkd.in/e8baGaPx Tommy Brown, Partner at LGT Capital Partners, will moderate the panel titled "Navigating capital market dislocation" at the US Real Estate Meeting East in New York on 9 September 2026. Find out more about the conference here: https://lnkd.in/e_iSjfaw At Société Générale’s 2026 Flagship Capital Introductions Conference in Paris, Samuel Weissen, CFA Weissen, Principal at LGT Capital Partners, will join the Investor Insights panel on 17 September 2026, sharing perspectives on institutional investor priorities and trends shaping the asset management industry.

We are pleased to share that Martha Heitmann, Partner at LGT Capital Partners, has been recognized as one of Pensions & Investments’ Influential Women in Institutional Investing for 2026. The annual list recognizes women who have made a significant contribution to the institutional investment industry. With nearly two decades of experience in the secondaries market, Martha has played a key role in a number of notable LP-led and GP-led transactions across the US and Europe. Congratulations to Martha on this recognition. Read more here: https://lnkd.in/erZqFBJa

LGT Capital Partners is heading to Paris from 8 to 10 September 2026 for IPEM Global 2026. As part of the Secondaries Summit, Stela Rakipaj, Executive Director at LGT Capital Partners, will join the panel "Specialization in secondaries – what does it look like?" on 10 September 2026 to discuss how new entrants and sector-specialist funds are reshaping the secondaries landscape. You can find us at booth G110. Experts from our team, including Ivan Vercoutere, André Aubert, Pauline Wetter, Cem Meric, Andreas Hellmann, Etienne HAUBOLD, Stephane Legrand and Kevin Abrial, Partners at LGT Capital Partners, will be on site throughout the event to meet with clients and industry peers and discuss the latest developments across private markets. Find out more here: https://lnkd.in/e-CQtQuT

Private Equity International recently featured a roundtable discussion on Asia-Pacific private equity fundraising, including insights from Doug Coulter, Partner at LGT Capital Partners. In the panel, Doug shared his perspective on the region’s evolving opportunity set, highlighting LGT Capital Partners’ diversified approach to Asia, spanning both mature and developing markets in the region. Doug highlighted: ▪️As capital continues to flow into pan-regional mega funds, he believes many of these vehicles have become too large for the available opportunity set. In his view, the strongest alpha opportunities are to be found among smaller mid-market and growth managers. ▪️ LGT Capital Partners constructs its Asia allocation with balanced exposure across China, India, Japan and Australia, complemented by meaningful allocations to secondaries and co-investments to enhance return potential. ▪️ China’s secondaries market represents a generational opportunity, as family offices and endowments increasingly seek liquidity, creating attractive entry points into high-quality assets at compelling valuations.   Find out more here: https://lnkd.in/ee6bSQer