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13 entries

Sep 30, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – October 2020

A deadlock is looming on the US elections, this could cause nervousness on financial markets in the coming weeks. We are sticking to our constructive attitude towards financial markets in the medium to long term, as the dual stimulus continues to work and hopes for a possible Covid-19-vaccine are also strongly supportive. In the short-term, we remain on the sidelines at an asset allocation level and leave the equity exposure at neutral. From a cross asset point of view, we continue to have a preference for equities over bonds. The setback in gold can and should be used to build up positions.

Aug 26, 2020 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking House View – September 2020

Stimulus and liquidity remain the key drivers for capital markets, but seasonality could increase volatility. On this backdrop, we continue to favor equities over fixed income due to the equity risk premium, but we believe that the most important and decisive success factor remains selection.

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.

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