The Let’s talk about alternatives podcast brings you in-depth conversations on the investment themes shaping global markets. In each episode, our in-house experts share perspectives from across private markets, multi-alternatives, diversifying strategies and sustainable and impact investing. Backed by LGT Capital Partners’ experience as a global leader in alternative investing, the series offers insights and analysis for institutional investors. Episodes are published occasionally throughout the year. For more information: www.lgtcp.com
The pulse of the markets: Martti Forsberg on the opportunities in Latin America
In this episode of “Let’s talk about alternatives”, Sebastian Kistner speaks with Martti Forsberg, Portfolio Manager in LGT Capital Partners’ Emerging Market Fixed Income team, about the evolving opportunity set in Latin American sovereign bonds. Drawing on recent discussions with regional policymakers, they explore the region’s outsized role in EM local debt returns, the impact of commodities and supply chain realignment and the implications of upcoming elections. The conversation highlights why differentiation across countries – and institutional resilience – remain key for investors navigating Latin America today.
27 Oct 2025
The pulse of the markets: Tomi Einesalo on the IMF Meeting in October 2025
This episode takes you inside the October 2025 IMF meetings in Washington. Portfolio Manager Tomi Einesalo shares what drove the more upbeat mood this year and why policy credibility matters again for emerging markets. He discusses the shift toward faster debt resolutions and the growing focus on developing local investor bases. Tomi also highlights a few countries that stood out for reform progress and explains what this means for active investors in today’s environment.
23 Oct 2025
The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt
In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Debt at LGT Capital Partners. We discuss how rising geopolitical tensions, shifting industrial policies and growing fiscal pressures are reshaping the global investment landscape – and why this environment may favor emerging and frontier market sovereign debt. From strong real yields to improving fundamentals and the coming introduction of a frontier market benchmark, the conversation explores where investors can find value and diversification in a changing world.
20 Apr 2023
Opportunities on the horizon: Investing in emerging and frontier market sovereign debt
Our second edition of CP Insights delves into the wide universe of emerging and frontier market sovereign debt investments. While there are nearly 200 countries in the world, most fixed income investors have focused on the advanced economies. We therefore take a closer look at the frontier markets cosmos of about 170 countries, which offers truly unique opportunities.
15 Dec 2022
The case for Managed Futures in a world of seismic shifts
In our inaugural edition of CP Insights, we explore the forces that are driving markets as the world is undergoing a series of transitions. Specifically, we take a closer look at Managed Futures investment strategies and explain how they are qualified to help investors navigate through the currently prevailing major macro-economic shifts.
Contact LGT Capital Partners Insights
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of LGT Capital Partners Insights?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
