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286 entries

Mar 1, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: Stock markets start the new month on a positive note

Nervousness on stock markets remains palpable, as rising yields on the bond market and fears that central banks will tighten monetary policy much sooner than previously anticipated continue to depress sentiment. On Friday however, statements from the ranks of the European Central Bank (ECB) had dampened growing inflation concerns. In addition, the US House of Representatives gave green light for the USD 1.9 trillion corona aid package. Furthermore, optimism about a quick containment of the corona pandemic thanks to new vaccines and ongoing vaccination campaigns provided relief. As a result, stock indices in Asia recorded a solid start to the week.

Feb 26, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: Rising bond yields ensure keep up pressure on equities

Rising inflation expectations and higher yields on bond markets continue to depress sentiment on the stock markets. Better than expected economic data from the US failed to support share prices. On Wall Street, technology stocks in particular once again took a beating. The yield on ten-year US government bonds climbed above 1.6% and thus reached the highest level since February 2020.

Feb 25, 2021 7:00:00 AM | LGT Navigator

LGT Navigator: Powell's words calm stock markets for now

Statements by Fed Chairman Powell that inflation was still far from the target range and that the Fed was still prepared to use its entire monetary arsenal provided only brief relief on stock markets. In addition, positive news regarding Covid-19 vaccinations and strong data from the US real estate market also led to a renewed increase in risk appetite among equity investors. However, fears that rising government debt as a result of the dual stimulus to contain the corona crisis will fuel inflation more than expected, pushing up bond market yields, are likely to have taken hold in the capital markets.

Feb 24, 2021 10:10:00 AM | LGT Beacon

LGT Beacon: Reflation amid signs of market excesses

Recent political events have further reaffirmed the US commitment to sustained monetary and fiscal policy largesse, which has boosted inflation and growth expectations to desirable levels. At the same time, signs of speculative excesses in some market segments and one-sidedly bullish positioning point to the risk of further occasional setbacks.

Feb 24, 2021 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – March 2021

In view of the dual stimulus measures to contain the economic damage caused by the corona crisis, inflation concerns on capital markets have increased noticeably. As a result, the rise in commodity prices is currently at the center of market activity. However, our investment strategy remains constructive and we maintain our preference for equities over bonds. At the same time, we upgrade commodities to “attractive“ and reclassify liquidity as “neutral.“

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