Insights

Qui trovate informazioni e storie di approfondimento su mercato monetario, azioni, obbligazioni, fondi (ETF) o anche investimenti di private equity. In questo modo potete adottare decisioni più fondate ed eventualmente ottimizzare il profilo di rischio-rendimento del vostro investimento patrimoniale.

Investment strategy

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?
Investment strategy

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.
Investment strategy

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?
Investment strategy

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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Investment strategy

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.
Investment strategy

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.
Investment strategy

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?
Investment strategy

Meet your new AI agent - an autonomous self-starter

Agentic AI - the latest evolution of this important technology - allows software to operate more independently.
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Investment strategy

Robots on wheels

How artificial intelligence is driving the global shift towards fully autonomous cars and shaping the future of mobility.

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