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Global Investment Outlook

Semestre 2026: à l'horizon des événements

L’économie mondiale procède à un recalibrage. Comment les investisseurs doivent-ils réagir? Pour en savoir plus, consultez nos Perspectives globales d’investissement de 2026.

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Aperçu du marché

Nos expertes et experts observent et analysent les secteurs, les marchés et les entreprises en continu. Leurs analyses fondées et leurs estimations du marché vous apportent une base solide pour prendre des décisions de placement bien réfléchies. Pour suivre les tendances en temps réel, lisez nos informations régulières sur le marché.  

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Markets climb as AI optimism outweighs Middle East tensions

Asian equities advanced on Wednesday, with Japanese and South Korean stocks reaching fresh record highs as investor enthusiasm over artificial intelligence continued to outweigh concerns about renewed US military action in Iran. Wall Street had already set the tone on Tuesday, with the S&P 500...
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Stocks rise despite Iran tensions

European stocks rallied on Monday as investors grew more optimistic that a US-Iran framework agreement could ease tensions around the Strait of Hormuz, although fresh US strikes in southern Iran and mixed messages from Washington kept energy markets unsettled. Brent crude rose in Asian trading...
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LGT Navigator

Asian stocks rise – Iran diplomacy in focus

Asia-Pacific equities advanced on Friday as investors weighed signs of progress in US-Iran diplomacy, while reports that Tehran wants to retain its enriched uranium stockpile suggested negotiations could still prove difficult. US stocks had closed higher on Thursday on hopes for a negotiated...
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Nvidia lifts Asia stocks after earnings

Asian equities advanced on Thursday after Nvidia reported stronger-than-expected results and issued an upbeat revenue outlook, boosting technology shares across the region. US stocks had already closed higher on Wednesday as hopes for easing tensions with Iran supported sentiment, while oil...
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Insights

Nos "Insights" ont pour but de vous divertir, vous inspirer, vous surprendre et vous informer. Des auteurs et auteures externes et internes y rédigent des articles passionnants consacrés à l'économie et aux finances, mais aussi à l'art et à la société. Venez y jeter un œil. 

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Investment strategy

How to invest when familiar frameworks no longer seem to apply

Mika Kastenholz, LGT Global Head Investment Solutions, says that today's distorted business cycles mean investors need a clearsighted, global, and long-term focus more than ever.
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Investment strategy

The new geometry of power

Geopolitics can no longer be neatly separated from the behaviour of markets. In the coming decades, the shape of strategic frontiers will dictate everything from supply chains to capital flows.
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Investment strategy

The longevity ecosystem

Entire industries are reshaping themselves to serve a rapidly ageing global population. What does this mean for investors?
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Investment strategy

How to stay calm when markets panic

Sharp market drops are unsettling. But the real damage is often done not by a crash, but by the decisions people make in the heat of the moment. These four principles can help investors keep a cooler head.
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