Annual Outlook 2025

The best and safest thing is to keep a balance in your life, acknowledge the great powers around us and in us. If you can do that, and live that way, you are really a wise man.
Euripides, tragedian, c. 484 – c. 406 BC.

After a long period in a state of equilibrium, low inflation, near zero interest rates, and ever-expanding globalization, we have transitioned into an environment punctuated by major crises and extreme policies that have ushered in the return of macro volatility. What’s more, social inequities and geopolitical rifts have reemerged with a vengeance, eroding the foundations of a world order that many investors have only ever known.

For the years to come, the key questions are: Will markets and economies be able to return to their balanced state or are we in an environment where investors need to price in increased political and economic risks when building portfolios?

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 Tuesday 27th February.

Speaker

Rafael Silveira

Principal

Rafael Silveira (American/Brazilian) is a Principal at LGT Capital Partners in New York. Mr. Silveira is responsible for the operations in the USA. Prior to joining the firm in 2019, he worked at AQR Capital Management, where he was a portfolio manager and researcher of systematic strategies. Earlier in his career, Mr. Silveira served as a solutions strategist for J.P. Morgan Asset Management, customi-zing portfolios for institutional investors, and as a senior quantitative analyst for the CIO group at Bank of America. Mr. Silveira received a Ph.D. and an MA in Economics from the University of Penn-sylvania in the U.S. and an MA and a BA in the same field from the University of Brasilia in Brazil. He is fluent in English and Portuguese.

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.

LGT Capital Partners' Annual Outlook 2025 – Toronto

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