Top News | Apr 23, 2014

Economic conditions, outlook and positioning: Nothing but temporary discord disrupts the markets' cheerful symphony

By Dr. Alex Durrer, Chief Economist.
The upturn in the industrialized countries is gathering strength. The rest of the world may well follow suit.

 

LGT investment decisions at a glance

Tactical Asset Allocation for Q2/2014

Recent developments in Ukraine and China have thus far only marginally increased the risk of derailing the recovery in the advanced economies, where underlying trends remain constructive. We decided to keep our regionally diversified equity overweight in the developed markets and increase our allocation in commodities and real estate investment trusts. We also stick to our US dollar position.

LGT Asset Allocation Strategy (PDF)