Market view and Insights The essential information on business, investments and finer things in life

The global economy is being recalibrated. What does this mean for investors? Find out in our 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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Gold’s surge to a new record above USD 5000 per ounce underscored a cautious start to the week, with safe-haven demand supported by geopolitical tensions, a weaker US dollar and lingering doubts over US policy. The market expects the US Federal Reserve (Fed) to hold rates on Wednesday, while a...

26 January 2026

The Bank of Japan (BOJ) left its key interest rate unchanged on Friday but upgraded its economic growth forecasts, signalling confidence in a gradual economic expansion. Asian equity markets were trading higher, led by technology stocks after upbeat comments from NVIDIA on artificial...

Equity markets recovered on Wednesday after US President Donald Trump used his appearance at the World Economic Forum in Davos to pull back threatened tariffs on several European countries, citing progress towards a framework agreement on Greenland and the broader Arctic region. US stocks...

Gold prices climbed to a fresh high just below USD 4900 per ounce on Wednesday as escalating tensions between the US and Europe over Greenland and renewed trade frictions unsettled markets and boosted demand for safe-haven assets. The US dollar continued its slide, while precious and industrial...

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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When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?

20 January 2026

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

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Market view and Insights The essential information on business, investments and finer things in life

Global Outlook 2026

Positioning for a global equilibrium shift

Market view

LGT Navigator

Fed, gold and tech earnings in focus

Bank of Japan lifts growth outlook, holds rates

Stocks rebound as Greenland agreement calms markets

Gold hits record as tariff fears grow

Insights

Entrepreneurship

Disruptive innovation: between euphoria and disappointment

Reasons to be positive after COP30

China: a tale of two realities

Is the US economy at a pivot point?

More Market View & Insights?