洞悉 投资策略

close

选择一个类别。

• 可持续性
• 金融市场
• 企业家精神
• 生活方式
• 金融知识

Metals like copper and cobalt, as well as rare earth minerals, are so critical for the green transition that potential shortages are already affecting the electrification supply chain.

More energy infrastructure is needed to support the rising demand for data centre capacity. But rapid power expansion will have to be compatible with decarbonisation commitments.

It's a multipolar world out there now, with national security taking precedence over economic efficiency.

In our densely packed urban centres, transport is the backbone of the economy and everyday life, but it needs to become more efficient, sustainable, and inclusive.

Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?

Safeguarding water resources is essential not only for life, but for economic security, societal well-being, and ecological stability. Industry and governments are responding to growing water insecurity with innovative solutions.

Once laughed at, cryptocurrencies have now become part of the investment toolkit. Is this the moment for even the most sceptical investor to take a new look at digital assets?

With data centres popping up everywhere and AI evolving rapidly, the future looks bright for both those companies enabling AI today and those integrating the technology in the future.

What should investors expect in 2026? Mika Kastenholz, LGT Global Head Investment Solutions, shares his insights on global markets, as higher structural inflation, elevated debt and potential capital controls are reshaping the landscape.