Feb 1, 2023 7:00:00 AM | LGT Private Banking Europe House View
LGT Private Banking House View – February 2023
The main asset classes had a brilliant start to the new year, yet investors continue to hold high levels of liquidity. In the fixed income space, we consider short-duration investment grade credit strategies to be particularly attractive. We see re-rating potential for the banking sector and prefer European financials to US competitors.
Podcast: Thomas Wille, Chief Investment Officer