LGT Capital Partners

DealStreetAsia interviewed Doug Coulter, Partner at LGT Capital Partners, for its LP column. He highlighted the fact that Asia’s private equity industry is well positioned for the future as China, India and Japan offer unique opportunities. Doug also emphasized the need to pick deals wisely and to only raise as much as the market justifies.   Key takeaways: - It is important to have a well-balanced portfolio across Asia Pacific, rather than focusing on just one or two regions. - There is a stark contrast between small to mid-market deals and mega deals, especially in terms of entry multiples in the region. - The most attractive opportunities in Asia’s private equity market at present lie in co-investments and secondaries, with regional differences.   Read the full article here: https://lnkd.in/dV-QzFtu   #lgtcapitalpartners #lgtcp #privateequity #asia

Entities advised by LGT Private Debt acted as co-arrangers and co-underwriters of a unitranche facility to support the acquisition of Fulgard, a leading Italian workplace safety specialist, by private equity firm Seven2. The transaction closed in early December. Kevin Abrial, Partner at LGT Capital Partners, said: “We look forward to supporting Seven2 and Fulgard in the next phase of the company's development. Fulgard has extensive expertise and is well positioned with its ‘one-stop shop’ offering for the growing Italian workplace safety market. We have previously partnered with Seven2 on several transactions, and we value its hands-on investment approach and sector expertise.” Find out more here: https://lnkd.in/dRk4iFYq #lgtcapitalpartners #lgtcp #privatedebt #transaction

We are pleased to announce that Private Equity News has recently revealed 2024’s “Fifty Most Influential in Private Equity”, featuring Ivan Vercoutère, a Managing Partner of LGT Capital Partners. Having joined the firm in 1998, Ivan heads our global Private Equity team and is Chief Investment Officer. In his role, he oversees over USD 70 billion of AuM and a team of over 100 investment professionals. Read more here: https://lnkd.in/d8m_qMXZ #lgtcapitalpartners #lgtcp #privateequity

Finanz und Wirtschaft has published an article on the booming private credit market that features the views of Felix Janssen, Partner at LGT Capital Partners. The business and financial news outlet writes that LGT Capital Partners manages over USD 5 billion in private credit. It notes that the portfolio serves more than 1,500 borrowers, mainly mid-sized companies in Europe and North America. Felix points out that the majority of the loans are used to finance private equity acquisitions.   Find out more here (article in German behind paywall): https://lnkd.in/gucDvGch #lgtcapitalpartners #lgtcp #privatemarkets #privatecredit

Our Emerging Markets Fixed Income team’s latest research trip was to Uzbekistan. Jetro Siekkinen, Partner at LGT Capital Partners, attended several meetings with policymakers, financial institutions and partners from both the public and private sectors. Jetro believes that the short- to medium-term fundamental outlook for Uzbekistan is positive. The sentiment on the ground remains optimistic and the authorities are committed to both continuing with the reform agenda and developing local financial markets. Investments in the local currency fixed income market are supported by attractive real yield valuations and a strong commitment from the Central Bank of Uzbekistan to a floating currency with a stable depreciation path.   Find out more about the research trip to Uzbekistan here: https://lnkd.in/dx_2jG5r   #lgtcapitalpartners #lgtcp #emergingmarketsfixedincome #frontiermarketdebt #uzbekistan

As the 2024 hurricane season draws to a close, one thing is certain: this year has been extremely active, with multiple hurricanes making landfall in the US. Early indications suggest that 2024 may rank as one of the costliest hurricane seasons on record. Despite this, insurance-linked strategies (ILS) have delivered a solid performance. In a new paper published in Communications Earth & Environment, Francesco Comola, Bernhard Maertl, Hilary Paul, Christian Bruns and Klaus Sapelza examine how climate change is driving higher hurricane activity and discuss the impacts on insurance losses – also with regard to other critical market drivers. Their research offers actionable insights into managing climate risks and maintaining resilience in the ILS space. Discover more about their findings here: https://lnkd.in/e9JgyxKp #lgtcapitalpartners #lgtcp #insurancelinkedstrategies #ILS #climatechange

Hilary Paul, Partner and Portfolio Manager at LGT Capital Partners, recently discussed with the trade publication Artemis the need for M&A in the ILS industry. According to Hilary, there will be further consolidation in the near term, with more transactions and joint-venture agreements, especially as stand-alone managers increasingly seek economies of scale and access to rated paper. Read more here: https://lnkd.in/gKNmhu9i #lgtcapitalpartners #lgtcp #insurancelinkedstrategies #ILS

We are pleased to announce the publication of the latest edition of our whitepaper series, LGT Capital Partners Insights, entitled: “Optimizing private credit investment – benefits of a multi-strategy approach.” Private credit has grown rapidly and become a significant asset class as tighter capital regulations have reduced banks’ corporate mid-market lending, creating opportunities for private credit providers. Our whitepaper examines how a multi-strategy approach can help investors to navigate market volatility, optimize risk-adjusted returns and adapt to evolving economic conditions by leveraging expertise, market insights and dynamic analysis. Read the full whitepaper here: https://lnkd.in/ebmZAvXQ #lgtcapitalpartners #lgtcp #cpinsights #privatemarkets #privatecredit

Last Thursday we had the pleasure of celebrating our 25th anniversary in Amsterdam at the Waldorf Astoria. The evening began with a welcome from Margriet Looije, followed by a keynote speech by our CEO Roberto Paganoni, who looked back at 25 years of investing in alternatives.   A captivating performance by the LGT Young Soloists was a special highlight of the evening. The event concluded with a flying dinner and drinks, providing an opportunity for guests to connect and celebrate this milestone together.   We would like to express our gratitude to everyone who joined us at the event for their trust in LGT Capital Partners and for the great collaboration over the past 25 years. Dank u wel voor uw vertouwen en partnerschap in de afgelopen 25 jaar! #lgtcapitalpartners #lgtcp #alternativeinvesting #anniversary #celebrations #amsterdam

Yesterday, Thomas Kyriakoudis, Partner at LGT Capital Partners, and Ingrid Frissen, Senior Portfolio Manager at LGT Capital Partners, participated in the European Alternative Investments Conference in Copenhagen, hosted by CAIA Association and Finansforeningen/CFA Society Denmark. - Thomas moderated a panel discussion on the future of private markets investments in institutional portfolios against the backdrop of higher interest rates and increasing cost considerations. - Ingrid moderated a panel discussion on the role of hedge funds in institutional portfolios. We valued this opportunity to contribute to an event that combines academic depth with practical insights into the alternative investing landscape. #lgtcapitalpartners #lgtcp #privatemarkets #caia #cfa