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Global Investment Outlook

Mid-year 2026: at the event horizon

The global economy is being recalibrated. What does this mean for investors? Find out in our Global Investment Outlook 2026.

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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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Japan raises rates

The Bank of Japan (BoJ) raised interest rates to their highest level since the mid-1990s on Tuesday, lifting the yen and bond yields while Japan’s equity market also edged higher after the widely expected move. Asian stocks traded mixed as investors also assessed the Reserve Bank of Australia’s...
Middle East financial markets
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US and Iran strike peace deal

The US and Iran agreed on Sunday to end their nearly four-month war, with the accord to be signed in Switzerland on Friday. US President Donald Trump said the Strait of Hormuz and the US naval blockade would reopen upon the signing. Oil prices dropped sharply following the announcement, with...
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ECB hike fails to dent stocks

European equities rose on Thursday after the European Central Bank (ECB) raised interest rates for the first time since 2023, as investors looked past the move and instead drew support from easing geopolitical tensions after US President Donald Trump said planned strikes on Iran had been called...
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Stocks pressured by inflation and Iran tensions

US stocks fell sharply on Wednesday after US inflation accelerated to a three-year high and renewed US strikes against Iran kept oil prices elevated, clouding the outlook for interest rates and risk sentiment. European equities were more resilient, while Asian markets were mixed on Thursday...

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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Sustainability

Why battery recycling is key to the energy transition

Recycling can relieve resource scarcity as well as reduce waste - and capacity is developing fast.
Financial markets

Upsetting America's electoral apple cart

The US midterm elections are always critical, particularly for presidents. They're equally important for investors, because changes in Congress can move markets.
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Sustainability

How capital can drive change

From traditional philanthropy to transition investing: Investors are increasingly aiming to combine financial goals with social and environmental impact. We present the four most common approaches.
Mika Kastenholz is the Global Head Investment Solutions at LGT Private Banking
Investment strategy

How to invest when familiar frameworks no longer seem to apply

Mika Kastenholz, LGT Global Head Investment Solutions, says that today's distorted business cycles mean investors need a clearsighted, global, and long-term focus more than ever.

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