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321 entries

Aug 22, 2017 8:51 AM | Daily Market News

LGT Navigator: Investors are reassessing their positioning

Market sentiment remains dull as investors seem to reassess their positioning in light of the key meeting of central bankers in Jackson Hole starting on Thursday, geopolitical tensions in North Korea, and the unpredictability of the Trump administration.

Aug 21, 2017 8:42 AM | Daily Market News

LGT Navigator: Investor confidence characterized by caution

Investors remained reluctant at the end of last week due to continued political turmoil surrounding the White House, the upcoming central bankers meeting in Jackson Hole, and planned US and South Korean war drills.

Aug 8, 2017 10:48 AM | Weekly Market Comment

LGT Beacon: A good start into the second semester of the year

The incoming economic data point to robust global growth while monetary policies remain supportive - even if policy tightening is brought forward somewhat in Europe, subdued inflation should prompt Japan and perhaps even the US to surprise on the dovish side. We keep our preference for equities and for currencies with a hawkish surprise potential.

Jul 12, 2017 10:30 AM | Weekly Market Comment

LGT Beacon: The improved case for a summer rally in stock markets

In mid-June, the Federal Reserve reaffirmed its shallow rate-hiking plans and that it would also start to slowly shrink the US monetary base soon. Interestingly, after several months in retreat, commodity prices and inflation expectations have responded positively. With a promising earnings season underway, the stage seems set for a summer rally.

Jul 6, 2017 2:33 PM | Global market outlook and strategy

LGT Investorama: The challenge of diversification

The extremely low interest rate level is an exceptional state of affairs, with investors no longer able to rely on a stable correlation between stocks and bonds. Mixing in alternative investments to a traditional portfolio has several advantages.

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