Jan 23, 2017
LGT Navigator: Markets remain confronted with uncertainty
Equity markets in Asia started the new trading week inconsistently, as the Tokyo exchange declined -1.3% on a stronger yen, while other Asian
bourses traded slightly higher. It seems that investors remain cautious as the new U.S. president is taking office. Markets will weigh hopes for economic
impulses from fiscal policy against risks of trade disputes. Trump will meet Mexico’s president Nieto and British prime minister May this week.
Besides the new U.S. administration’s unpredictable policies, markets will also focus on the ongoing corporate earnings reporting season and the
Federal Reserve’s future monetary policy.
Jan 20, 2017
LGT Navigator: Draghi sees increasing price pressures relaxed
ECB President Mario Draghi said he sees “no convincing signs yet of an upward trend in underlying inflation”. Furthermore, risks to the economic outlook in the Eurozone remain to the downside. On this backdrop the ECB will probably have to continue its expansive monetary policy for longer. The central bank might as well take political risks (Trump, upcoming elections in France and Germany) in to its considerations.
Jan 19, 2017
LGT Navigator: ECB monetary policy meeting in focus
Investors remained cautious prior to today’s monetary policy decision of the European Central Bank (ECB) and most stock indices traded sideways. Investors
will observe closely ECB President Draghi’s statement after the significant increase in Eurozone consumer prices.
Jan 11, 2017
LGT Beacon: Navigating fragile markets
In 2017 there will be no shortage of political events with a potential to at least disrupt the global equity bull market, like the upcoming Brexit process or the German and French elections. Still, we advise investors to remain constructive and focus on setting portfolios on a robust footing by adopting a long-term asset allocation that includes alternative investments.