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How to stay calm when markets panic

Sharp market drops are unsettling. But the real damage is often done not by a crash, but by the decisions people make in the heat of the moment. These four principles can help investors keep a cooler head.
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Who has the edge in the AI race - China or the USA?

The two superpowers are vying for leadership in technologies that have the potential to reshape the global balance of power. There are striking differences in their approaches to AI.
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投資戦略

Why are certain metals and minerals so indispensable?

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.
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Powering the AI revolution

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.
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Understanding the new logic of globalisation

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

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