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.

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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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US equities started the week higher on Monday as investors positioned for the Federal Reserve’s (Fed) midweek rate decision, a packed calendar of major technology earnings and mounting uncertainty over US government funding. Asian stock markets followed Wall Street higher on Tuesday, with South...

27 January 2026

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...

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...

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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Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?

27 January 2026

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?

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.

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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

Stocks rise as gold rally continues

Fed, gold and tech earnings in focus

Bank of Japan lifts growth outlook, holds rates

Stocks rebound as Greenland agreement calms markets

Insights

Investment strategy

CapEx - beyond AI

Disruptive innovation: between euphoria and disappointment

Reasons to be positive after COP30

China: a tale of two realities

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