Top News | Oct 31, 2014

Bank of Japan expands monetary stimulus

Consumer price inflation in Japan slowed to 3.2% in September, while the unemployment rate climbed to 3.6% from 3.5%. This morning, the Bank of Japan announced to expand its monetary stimulus further, leading the Nikkei 225 almost 5% higher.

Asset Allocation Strategy - Q4/2014

A constructive global economic outlook

Overall the tactical asset allocation remains consistent with a constructive global economic outlook, including an improved assessment of the emerging economies. Beyond that, LGT trimmed our exposure to stock markets in Europe and the US, mostly in favor of Asian equities and Emerging Markets bonds.