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33 entries

Apr 2, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Is the US getting the corona crisis under control?

The rapid spread of the corona virus with dramatically rising infection rates in the United States and President Trump's "return to reality" caused renewed losses on Wall Street. In addition, the first signs of the crisis are increasingly showing in the economy, but most likely do not mirror yet the full extent of the expected damage. In March, for example, jobs were cut in the US private sector for the first time in about two and a half years, while on the other hand the most important ISM PMI fell only moderately.

Apr 1, 2020 8:00:00 AM | Asset Allocation LGT Private Banking

LGT Asset Allocation – April 2020

In the current environment, we remain committed to our strategy: focus on flexibility and liquidity, no experiments. The portfolio should include solid equities with a high quality level. In the bond sector, qualitative corporate bonds offer attractive potential again in the long term.

Apr 1, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Vague Hopes

Apparently slightly declining infection figures in the European corona crisis epicentres of Italy and Spain, further intensified measures against the crisis in Europe overall and positive signals from China initially ensured a further recovery on the European equity markets. On the other hand, the virus is spreading further in the US. The WHO warns against giving the all-clear too early in Asia. On Wall Street, the indices subsequently turned back into the red. The Dow Jones registered the worst start to the year in its history with a quarterly loss of -23.2%.

Mar 31, 2020 1:30:00 PM | LGT Beacon

LGT Beacon: Tactical asset allocation for Q2/2020

The spread of the Coronavirus outbreak beyond East Asia triggered turmoil in financial markets and prompted authorities around the world to combine severe restrictions on public life with unprecedented economic support measures. As the pandemic persists, we opted to de-risk portfolios, while remaining attentive to emerging long-term opportunities.   

Mar 31, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Low visibility and high uncertainty

Despite the massive aid measures taken by central banks and governments as well as the IMF, uncertainty in the financial markets remains high, particularly with regard to the duration of the pandemic and the measures that will be taken in response. The duration of the global state of emergency will also have a significant impact on the extent of the economic damage. While investors in New York took advantage of lower entry levels and ensured a renewed recovery, the positive results and surprisingly good economic data from China failed to convince equity investors on Asian stock markets.

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