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4 entries

Sep 30, 2021 1:44:00 PM | Asset Allocation LGT Capital Partners

LGT Investorama: Unleashed!

Some fifty years ago, "Bretton Woods", the last international monetary order, and with it the last link between money and the price of gold, was buried in a televised speech. Reason enough to review the developments and look into the future. Have the limits of fiat money been exhausted and are we even facing a new monetary order due to digitalization?

Jul 1, 2021 11:25:00 AM | Asset Allocation LGT Capital Partners

LGT Investorama: The armed robber as a sentiment killer

Concerns about inflation have increasingly been dominating the headlines in the financial press again recently. In a recent Bank of America Merrill Lynch survey, 35% of respondents ranked higher-than-expected inflation as the top threat to financial markets. Why is the fear of increasing prices so great?

Apr 15, 2021 10:00:00 AM | Asset Allocation LGT Capital Partners

LGT Investorama: Reliable unpredictability or unpredictable reliability?

How fundamentally different the thought process for writing an editorial was just twelve months ago compared to today! We were excited to start a new decade: leaving behind as many legacy issues as possible to set off hopefully with new, promising topics and concepts into the “Roaring Twenties”...

Jan 28, 2021 11:35:00 AM | Asset Allocation LGT Capital Partners

LGT Investorama: More ideas than money?

Central banks are signaling that key interest rates in the major currencies will remain at extremely low levels for a very long time to come. With yields to maturity below one percent, global bonds are also unattractive. So how can an adequate return still be achieved with a five-year horizon?