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33 entries

Oct 21, 2021 3:35:00 PM

LGT Beacon: Higher but ultimately contained prices

Inflation rates will likely stay elevated in 2022 and above central bank targets due to unfolding supply impasses. While price pressures are still expected to weaken as the pandemic recedes, abating structural disinflationary forces will foster an environment of higher inflation uncertainty and skew price pressures to the upside relative to the past cycle.

Sep 30, 2021 1:44:00 PM

LGT Investorama: Unleashed!

Some fifty years ago, "Bretton Woods", the last international monetary order, and with it the last link between money and the price of gold, was buried in a televised speech. Reason enough to review the developments and look into the future. Have the limits of fiat money been exhausted and are we even facing a new monetary order due to digitalization?

Sep 13, 2021 1:03:00 PM

LGT Beacon: Tactical asset allocation for Q4/2021

The macro outlook remains positive, but peak growth is behind us and the economic momentum will continue to slow to a more normal pace. At the same time, investors are pricing risky assets for a carefree future, and might thus prove susceptible to disappointments. In this situation, we combine a small overweight in risk assets with elevated cash reverses. 

Aug 18, 2021 3:30:00 PM

LGT Capital Partners Switzerland receives Fair-ON-Pay certificate

Following the revision of the Swiss Federal Law on Equality between Women and Men (GlG) as of 1 July 2020 employers with 100 or more staff members are obliged to conduct an internal wage equality analysis. The revision of the law aims to enforce the constitutional right to equal pay for equal work and work of equal value.

Aug 18, 2021 2:05:00 PM

LGT Beacon: Entering the great transition

Inflation fears are easing and investors continue to reassess the growth outlook, as the economic rebound's momentum has peaked and monetary policy transits to a less expansionary setting. Ultimately, we expect growth to stabilize above trend, but the transition bears the risk of volatility spikes. We recently increased cash by reducing our gold position. 

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