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22 entries

Apr 15, 2021 10:00:00 AM

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”...

Mar 31, 2021 10:10:00 AM

LGT Beacon: Tactical asset allocation for Q2/2021

The reflationary macro outlook remains intact, although investors have started to worry about the interest rate outlook and its potential impact in particular on the stretched parts of the market. Against this backdrop, we refrain from adding to our equity overweight at this point. Instead, we add exposure to emerging market debt and open a long NOK position.

Feb 24, 2021 10:10:00 AM

LGT Beacon: Reflation amid signs of market excesses

Recent political events have further reaffirmed the US commitment to sustained monetary and fiscal policy largesse, which has boosted inflation and growth expectations to desirable levels. At the same time, signs of speculative excesses in some market segments and one-sidedly bullish positioning point to the risk of further occasional setbacks.

Feb 22, 2021 10:00:00 AM

LGT Capital Partners to further strengthen investment capabilities in emerging and frontier markets

LGT Capital Partners (LGT CP) announced today that it will expand its capabilities and enhance its offering for sovereign strategies in emerging and especially in frontier markets by adding a Nordic team of six experienced professionals with a long-standing track record to the fixed income competence center.

Feb 1, 2021 10:10:00 AM

LGT Beacon: Annual outlook: global reflation takes hold

With the Democrats winning Senate control earlier this month, the new US administration has received the mandate to add even more fuel to the already highly expansionary fiscal and monetary policy regime. The Rise of Big Government has been long in the making and is thus here to stay. It is a reflationary force and supports the case of a lasting bull market.

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