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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

US and Asian stocks hit record highs

Asian equity markets advanced on Friday, with stocks in Japan and South Korea climbing to record highs as investors looked past renewed military tensions involving Iran and instead focused on ceasefire optimism and record closes on Wall Street. US stocks closed at fresh records on Thursday...
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LGT Private Banking House View

June 2026 - in a nutshell

Generally speaking, the price of oil is primarily driven by the global economy and the resulting demand for oil; however, the impact of market disruptions is significantly greater when supply becomes the determining factor. This is currently the case due to the ongoing blockade of the Strait of...
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LGT Navigator

Asian stocks fall as oil rebounds

Renewed military tension between the US and Iran unsettled sentiment on Thursday, sending Asian equity markets lower and pushing oil prices sharply higher again as investors worried about the security of shipping through the Strait of Hormuz. The latest escalation followed a more resilient...
Market chart
LGT Navigator

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...

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

How capital can drive change

From traditional philanthropy to transition investing: Investors are increasingly aiming to combine financial goals with social and environmental impact. We present the four most common approaches.
Mika Kastenholz is the Global Head Investment Solutions at LGT Private Banking
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.
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.
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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