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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.

Mar 30, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Recovery rally dried up – USA new epicenter of the corona crisis

After three positive trading days in a row, the recovery on the major stock markets came to a halt again at the end of last week. After investors had more or less priced in the historic measures taken by central banks and governments in order to mitigate the negative economic impacts caused by the coronavirus pandemic, the ongoing extremely tense situation in the US, Italy and Spain has started to again dampen the market sentiment. The difficult question of how long the pandemic will paralyze the global economy is also coming into focus.

Mar 27, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Corona crisis affects US labor market – but equity markets are unfazed

The latest labour market data from the USA showed a dramatic increase in initial claims for unemployment benefits. More than three million Americans applied for assistance − an absolute record number. US Federal Reserve Chairman Powell once again stressed that the Fed would take an offensive approach to mitigate the crisis and assured that the central bank still had room for manoeuvre. Investors now seem to have confidence in monetary and fiscal policy measures of historic proportions, and Wall Street stock indices have begun to recover. 

Mar 26, 2020 7:00:00 AM | LGT Navigator

LGT Navigator: Nervousness remains tangible

The agreement in Washington on trillions of dollars in financial aid and the promises made by central banks and governments of practically unlimited economic stimulus packages to stem the negative effects of the corona crisis on the global economy initially led to an impressive recovery on the international stock markets. However, due to the continuing high level of uncertainty about the extent and consequences of the pandemic, the nervousness of stock market players and investors remains noticeable. In Asia, the recovery rally has already dried up again and investors' risk aversion has again taken the upper hand, which has once more put the stock market indices, particularly in Tokyo, under strong pressure.

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