Skip navigation Scroll to top
Scroll to top

Search

11 entries

Jul 29, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking House View – August 2020

The corona crisis continues to keep the markets on the edge, and the headwinds have increased, at least in the short-term. On this backdrop, the risk/return potential on equity markets has recently deteriorated again and volatility is likely to increase. Within the Fixed Income asset class we favor selectively riskier segments, and the FX volatility is likely to remain low.

Jul 1, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking House View – July 2020

Despite signs of a sustained macroeconomic upturn, the recovery is likely to be slow. The central banks will most probably continue to support the markets with massive stimulus in the second half of the year. We maintain our neutral risk positioning, with a clear focus on selection in all asset classes.

May 27, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Asset Allocation – June 2020

In the current market environment, the monetary and fiscal stimulus is in the focus of attention rather than the weak economic data. In terms of company figures, the current year is already being written off and hopes are pinned on 2021. Gold and cash remain an overweight at the expense of fixed income.

Apr 29, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Asset Allocation – May 2020

On the one hand, we do not chase the rally in the equity markets and, on the other hand, we believe an overweight in gold and liquid assets should guarantee stability and flexibility. Due to the strong global equity market performance in recent weeks, we recommend a “rebalancing“ and reducing the equity weighting back to neutral. For alternative investments we have increased “Listed Private Equity“ to neutral.

Apr 1, 2020 8:00:00 AM | LGT Private Banking Europe House View

LGT Asset Allocation – April 2020

In the current environment, we remain committed to our strategy: focus on flexibility and liquidity, no experiments. The portfolio should include solid equities with a high quality level. In the bond sector, qualitative corporate bonds offer attractive potential again in the long term.

Showing 1 to 5 of 11 entries