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投資戦略

Understanding the new logic of globalisation

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

Why mobility is critical for megacities - today and tomorrow

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.
投資戦略

CapEx - beyond AI

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?
投資戦略

Water: an essential resource under threat

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.
投資戦略

Have digital assets gone mainstream?

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?
投資戦略

The AI barbell: short-term enablers vs long-term adopters

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.
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投資戦略

Global markets in 2026: Positioning for a new era

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.
投資戦略

Energy transition: Charging ahead with battery storage

The growing use of renewable energy sources poses additional challenges for electrical grids already struggling to cope with increasing demands for power. Batteries are the missing piece that can help ensure a modern and flexible energy system.
投資戦略

When can we expect AI-developed pharmaceuticals?

Artificial intelligence has proven it can support drug development. But in a field shaped by regulatory hurdles and the enigma of human biology, can it ever take the lead?

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