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183 entries

Jan 31, 2023 9:00:00 AM | LGT Capital Partners News

LGT Capital Partners opens administrative presence in Luxembourg

New office to serve LGT Capital Partners’ alternative funds

Jan 19, 2023 2:42:00 PM | LGT Beacon

LGT Beacon: Investment perspectives January 2023



  • Equities have the best start of a year in a generation as last quarter’s risk-on sentiment returns
  • China’s swift reopening buoys global equities while the drop in longer-term interest rates supports credit
  • Relative growth dynamics shift in favor of Asia, as macro and policy cycles begin to diverge
  • Continued rate hikes in the West and a possible tightening in Japan leave trip wires in financial markets
  • Headline inflation will ease as goods’ prices deflate but broader services inflation will remain sticky
  • China’s abrupt exit from Zero-COVID policy accelerates cyclical rebound but structural issues remain in place
  • Investment decisions: raise emerging Asia equities and end USD overweight, but maintain overall defensive tilt

Jan 19, 2023 9:00:00 AM | LGT Capital Partners News

LGT Capital Partners publishes 2023 Annual Outlook

Not too long ago, we were lamenting the dearth of investment opportunities in a world awash with cheap liquidity and deeply suppressed yields. But now that interest rates around the world are moving up, we realize that life beyond zero is not exactly the joyful return to the land of plenty. Quite to the contrary, in fact, as monetary policy is not the only one that turned from friend to foe and stiff headwinds abound.

Dec 21, 2022 9:00:00 AM | LGT Capital Partners News

LGT Capital Partners Insights: new podcast on Managed Futures available

Roger Hilty, a Partner at LGT Capital Partners, discusses why Managed Futures are well positioned to navigate through the current economic shifts

Dec 14, 2022 9:00:00 AM | LGT Capital Partners News

LGT Capital Partners supports humanitarian and charitable organizations

Alternative investment Firm and its staff members provide financial aid to international charities in 2022

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