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197 entries

May 25, 2023 9:00:00 AM | LGT Beacon

LGT Beacon: Investment perspectives May 2023

  • The major economies successfully avoided a recession to date, with forward indicators pointing to resilient demand
  • Inflation will continue to decline, but economic resilience will keep it above target levels in the coming months
  • Q1 corporate earnings well above expectations in most sectors, in line with stronger-than-expected economy  
  • Anticipated US monetary policy easing this year is thus premature, while the ECB will keep hiking interest rates  
  • We expect US Congress to reach an agreement on the debt ceiling, limiting duration of potential disruptions
  • Tightening credit conditions lead to challenges and decreasing valuations in private markets but also to opportunities

May 24, 2023 9:00:00 AM | LGT Capital Partners News

LGT CP publishes Active Ownership Report 2022 for Sustainable Equity and Fixed Income

  • 125 active ownership engagements carried out by our Sustainable Equity and Fixed Income teams in 2022

  • Climate action as thematic priority

May 17, 2023 9:00:00 AM | LGT Capital Partners News

LGT Capital Partners appointed by Shell pension fund investors to manage private equity and infrastructure assets

  • LGT Capital Partners (LGT CP) appointed as exclusive private equity and infrastructure provider for multi-billion EUR portfolio
  • Team of six investment professionals to join LGT CP in new presence in The Hague, Netherlands, the firm’s 15th office globally

Apr 19, 2023 10:00:00 AM | LGT Beacon

Investment perspectives April 2023

  • Equities and credit markets have rebounded since the US bank failures, led by Europe and tech-sector shares

  • The authorities' responses have reduced the risk of the banking sector issues spreading to other segments and regions

  • The fundamental economic picture has only slightly improved, not as much as implied by the current rally

  • Inflation remains too high for central banks to cut rates this year, weakening the main driver of the tech rally

  • However, the bearish investors’ position suggests that markets may continue to "climb the wall of worry" regardless

Apr 13, 2023 9:00:00 AM | LGT Capital Partners News

New LGT Capital Partners Insights whitepaper, webinar and podcast: Emerging and frontier market sovereign debt - opportunities on the horizon

In the second edition of our new whitepaper series, LGT Capital Partners Insights, we look into emerging and frontier market sovereign debt.

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