Market view and Insights The essential information on business, investments and finer things in life

The global economy is being recalibrated. What does this mean for investors? Find out in our investment outlook 2026.

Market view

Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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Global equity markets started the week on a positive note, with US stocks advancing on Monday and the Dow Jones Industrial Average closing at a new record high as investors piled into energy names on hopes of increased business linked to Venezuela. The upbeat tone carried into Asia on Tuesday...

January 6, 2026

Asia-Pacific markets started the first full trading week of this year on a stronger note after the US had captured Venezuela’s President Nicolas Maduro over the weekend. Oil prices edged lower, signaling limited supply fears, as markets weighed the potential impact of geopolitical tensions. On...

Japan’s central bank raised its policy rate to the highest level since 1995, as inflation has remained above target for almost four years. The move pushed the Nikkei 225 up around 1.3% and lifted the 10-year government bond yield to 2%, its highest level since May 2006, while the yen weakened...

Before the year comes to an end, we would like to take the opportunity to highlight our monthly strategic assessment. In our view, economic growth is set to slow but remain positive, while inflation has likely peaked at lower than feared levels and financial conditions are still supportive.

Insights

Our Insights articles are designed to entertain, inspire, surprise and inform you. External and internal authors write insightfully about business and finance, but also art and society. Take a look.

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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?

January 7, 2026

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.

From oysters to lobster and caviar, foods we now regard as refined often began as inexpensive everyday staples. The product may stay the same, but shifting behaviours and expectations can elevate - or diminish - its status right down to a tastebud level.

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Market view and Insights The essential information on business, investments and finer things in life

Global Outlook 2026

Positioning for a global equilibrium shift

Market view

LGT Navigator

Energy and chip stocks drive risk rally

Stock markets edge higher as new year begins

Last edition 2025 - Bank of Japan lifts rates to multi decade high, while US inflation cools more than expected

January 2026 - in a nutshell

Insights

Investment strategy

Have digital assets gone mainstream?

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

Global markets in 2026: Positioning for a new era

When lobster was a sign of poverty

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