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274 entries

Nov 26, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: New virus variant causes uncertainty

Stock markets in Europe, in the absence of the US stock exchanges, which were closed yesterday for Thanksgiving, ended the series of losses of recent days and posted gains of about half a percent. Concerns about the further development of the pandemic, particularly due to a newly discovered coronavirus variant from Africa, have gripped stock markets in Asia today and are also likely to have a negative impact on Europe's stock markets. Stock market participants expect a positive impulse from today's “Black Friday,” which should provide a welcome infusion to consumption.

Nov 25, 2021 2:58:00 PM | Asset Allocation LGT Capital Partners

LGT Investorama: The end of an era and the start of a new one!

Amid today’s megatrends such as digitalization and globalization, the words of the pre-Socratic philosopher seem just as relevant as they did 2,500 years ago. Now it is Investorama’s turn to face up to change: you are holding the last edition in your hand.

Nov 25, 2021 2:33:00 PM | LGT Beacon

LGT Beacon: Constructive outlook, with some caveats

November saw another upside inflation surprise, which revived a spike in short- to medium-term inflation expectations. In the coming weeks, market participants may have to revisit the macro situation once again, and conclude that they need to bring forward their rate hike expectations. This could disrupt markets for a while, without ending the bull market.

Nov 25, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: The hawks are getting louder at the top of the Fed and the ECB

At the Fed's last interest rate decision, there were also voices in the monetary policy committee that called for a faster reduction of quantitative easing (QE) and that increasingly warned of the growing risk of inflation. This emerged from the minutes of the last interest rate meeting and could well indicate that the Fed could well step on the brakes earlier and more strongly next year.

Nov 24, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: Rising interest rate expectations

Following the nomination of incumbent Fed Chairman Powell for a second term, capital markets are now expecting a faster than previously anticipated turnaround in interest rates in the US. This is putting pressure on technology stocks in particular and leading to shifts into standard stocks. Meanwhile, in the eurozone, the latest purchasing managers' surveys showed that somewhat accelerated economic growth in November was accompanied by a record increase in purchasing and selling prices.

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