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.