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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

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...
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Oil rises as Middle East tensions hit stocks

Oil prices extended gains on Thursday after fresh US military action against Iran heightened concerns about energy shipments through the Middle East, weighing on risk appetite across major equity markets. US stocks were mixed on Wednesday, European stocks fell sharply, and Asian markets mostly...
Iran map
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US strikes lift oil, chip jitters hit stocks

Oil prices jumped on Wednesday after the US launched new strikes against Iran following attacks on commercial vessels near the Strait of Hormuz, raising concerns that a fragile ceasefire in the Middle East could unravel and add to inflationary pressure. Equity sentiment was already under strain...
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Asian stocks fall on AI doubts

Asian equities traded lower on Tuesday as investors questioned whether profits across the semiconductor sector can continue to justify lofty AI-related valuations, even after Samsung Electronics reported another record quarterly operating profit. South Korean and Japanese stocks led the declines.

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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