Transistor (https://transistor.fm) https://feeds.transistor.fm/lgt-capital-partners-insights 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 © 2026 LGT Capital Partners bc765b24-4b71-525e-b1f1-ae5b0a24d2d1 yes en Mon, 23 Feb 2026 16:35:09 +0100 Mon, 23 Feb 2026 16:35:56 +0100 https://www.lgtcp.com/ https://img.transistorcdn.com/veXzC10fWH4avpZabA13k7QE95R60wcHptxzuIxYNac/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81NDll/MDkyNDZhODI5NWZh/NzA0ZmZlMDhhYzc0/YTYxNy5qcGc.jpg https://www.lgtcp.com/ serial LGT Capital Partners 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 Let’s talk about alternatives podcast brings you in-depth conversations on the investment themes shaping global markets. Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt Sebastian Kistner lgtcpstudio@gmail.com No No 1 1 The case for Managed Futures in a world of seismic shifts full a95c4d38-955a-4e84-8f77-5cc8465ea9fe https://share.transistor.fm/s/47fb43c3 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.

]]> 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.

]]> Thu, 15 Dec 2022 17:44:11 +0100 LGT Capital Partners LGT Capital Partners 1152 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. 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 Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt No 2 2 Opportunities on the horizon: Investing in emerging and frontier market sovereign debt full bf0b0d9c-e393-4a10-bcef-84efe4c97ee1 https://share.transistor.fm/s/052d5ea8 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.

]]> 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.

]]> Thu, 20 Apr 2023 08:00:00 +0200 LGT Capital Partners LGT Capital Partners 1271 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.

]]> Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt No 3 3 The pulse of the markets: Jetro Siekkinen on the opportunities in emerging and frontier market debt full 3c0b658b-9dd4-451f-be45-480ee261a1d7 https://share.transistor.fm/s/fb34c040 In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Fixed Income 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.

]]> In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Fixed Income 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.

]]> Thu, 23 Oct 2025 16:18:36 +0200 LGT Capital Partners LGT Capital Partners 957 In this episode, we speak with Jetro Siekkinen, Head of Emerging Market Fixed Income 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.

]]> Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt No 4 4 The pulse of the markets: Tomi Einesalo on the IMF Meeting in October 2025 full 3a0160ca-321d-41b0-85a2-a192eafa55bc https://share.transistor.fm/s/e9b2e454 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.

]]> 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.

]]> Mon, 27 Oct 2025 18:56:37 +0100 LGT Capital Partners LGT Capital Partners 959 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.

]]> Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt No 5 5 The pulse of the markets: Martti Forsberg on the opportunities in Latin America full 0d77237f-c102-4531-9bbb-afd0195a77cf https://share.transistor.fm/s/1a386e71 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.

]]> 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.

]]> Mon, 23 Feb 2026 10:17:20 +0100 LGT Capital Partners LGT Capital Partners 680 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.

]]> Business, Investing, Alternative investments, Private markets, Private equity, Private credit, Venture capital, Real assets, Insurance-linked strategies, Hedge funds, Emerging markets debt No