Following the conclusion of LGT Capital Partners' quarterly tactical asset allocation review last week, today we provide a summary of our multi-asset portfolio investment strategy.
The global economic recovery is in full swing. Inoculation campaigns against COVID-19 are gaining traction and governments are gradually relaxing lockdown measures – albeit not without setbacks, as recent developments out of Asia and the United Kingdom show.
Regional disparities also exist in terms of economic developments: owing to the timely and generous monetary and fiscal responses to the outbreak of COVID-19 in 2020, the Western economies are showing remarkable momentum. In fact, most major economies are likely to grow significantly above potential this year and next, with the US set to outgrow them all by a big margin.
Read on by clicking the link here: LGT Beacon
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Note: The next edition of the LGT Beacon is scheduled for July 2021.