Oct 19, 2020
LGT Beacon: Brace for turbulence, but stay the course
The past six weeks brought an interim increase in market volatility, as another pandemic wave hit Europe, additional fiscal stimulus remained elusive in the US, the president contracted COVID-19 and his Democrat challenger appeared on track to win the election. Underneath all that drama, however, participation in the market recovery has started to broaden.
Oct 1, 2020
LGT Investorama: Swimming with or against the current?
Whether we are talking the latest fashion, political currents, economic news flow or movements in capital, similarities exist between developments in the fashion world and trends in politics, the economy and the financial world. Certain conclusions can be drawn from these parallels and analogies. In all these areas, there are not just short-lived but also longer-lasting trends. And time and time again, we are faced with the question of whether and how long we should swim with the current or when we should start swimming against it.