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May 27, 2020 7:00:00 AM | Asset Allocation LGT Private Banking

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 | Asset Allocation LGT Private Banking

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 | Asset Allocation LGT Private Banking

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.

Feb 26, 2020 8:00:00 AM | Asset Allocation LGT Private Banking

LGT Asset Allocation – March 2020

Due to the increased uncertainty caused by the spread of coronavirus, we are raising the flexibility of the portfolio and are increasing liquidity. After an excellent performance, we tactically reduce our overweight in gold and temporarily take profits. In a mixed mandate, the focus is on selection and the fact that hardly any risks should be taken outside the equity allocation.

Jan 29, 2020 8:00:00 AM | Asset Allocation LGT Private Banking

LGT Asset Allocation – February 2020

Economic data have continued to stabilize in recent weeks and even improved in some cases. Similarly, the signing of the "phase-one deal" between the US and China was a first important step towards de-escalation in the trade conflict between the two largest economies in the world. Now, however, the fear – or rather the currently incalculable consequences – of the novel coronavirus have dampened investor sentiment, at least in the short term.

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