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Global Investment Outlook

Mid-year 2026: at the event horizon

The global economy is being recalibrated. What does this mean for investors? Find out in our Global Investment Outlook 2026.

Market view

Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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LGT Navigator

Oil rally unsettles global equity markets

A renewed jump in crude prices following Washington’s decision to restore its blockade of Iranian shipping heightened inflation concerns on Monday and weighed on Wall Street, particularly technology shares. European equities finished broadly flat, while most Asian markets recovered from early...
Oil
LGT Navigator

Hormuz tensions hit Asian stocks

Renewed fighting between the US and Iran around the Strait of Hormuz pushed crude prices sharply higher on Monday, weighing on risk sentiment in Asia as investors assessed the risk of another energy-driven inflation shock. Asian equities were broadly lower, led by a steep drop in South Korea...
LGT Big Picture

The new geometry of power - July 2026

The global landscape is undergoing profound change. New centres of power are emerging, geopolitical tensions are rising, and technological innovation is accelerating global competition. In this video, Philipp Lisibach, CIO Europe at LGT Private Banking, and Dr Stefan Legge, economist at the...
DRAM memory chips
LGT Navigator

Chip rally overshadows Iran tensions

Asian equities rose on Friday as semiconductor shares recovered, with investors focusing on artificial intelligence-related capital spending despite renewed US-Iran military tensions and risks to oil supplies. US equities also advanced on Thursday, led by a rebound in chip stocks, while...

Insights

Our Insights articles are designed to entertain, inspire, surprise and inform you. External and internal authors write insightfully about business and finance, but also art and society. Take a look.

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Sustainability

Rewilding: Bringing back the wilderness

Rewilding restores the natural dynamics of damaged ecosystems. We explain why key species, such as rhinos, play a central role in this process, and why successful conservation projects can only be achieved in partnership with the local population.
Investment strategy

The dawn of a new space age

In the past, the space race was a proxy war fought in orbit, fuelled by ideology and engineering prowess. Today that rivalry has been reborn, but with governments now joined by private companies seeking access to the space economy.
Sustainability

Europe's hunt for secure, affordable, lower-emissions energy

Renewables can form a key part of Europe's long-term energy solution, but imported fossil fuels still power most EU activities, creating short-term challenges.
Sustainability

Transition investments: A pragmatic approach

Polluting industries have no place in a sustainable portfolio - or do they?

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