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514 entries

Oct 4, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Promising start to the final quarter

On Wall Street, the indices started the new stock market week and the fourth quarter with gains after the worst September in around 20 years. The latest purchasing managers' surveys indicated a further weakening in industry in both the US and Europe. This, in turn, supported hopes on the stock markets of a slightly less restrictive stance by the central banks. Some relief was also provided by a backdown by the still young British government. The Reserve Bank of Australia meanwhile liftet its key rate by another 25 basis points. 

Oct 3, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Japan’s economy facing challenging outlook

The global slowdown is also clouding the outlook for Japan's export-dependent economy, the latest edition of the Bank of Japan's so-called “Tankan” report showed. For the most part, stock markets are looking back on a negative third quarter, and sentiment remains sour given the prospect of further interest rate hikes, stubbornly high inflation and geopolitical risks. Meanwhile, tensions between the West and Russia escalated another notch after Russian President Putin sealed the annexation of the four territories occupied by Russian troops in Ukraine.

Sep 30, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Economic worries and geopolitics have stock markets in their grip

On the stock markets, the recovery observed in midweek already petered out again. Subdued economic data from the US and Europe and the now double-digit inflation rate in Germany heightened investors' concerns. Also contributing to the nervousness are the geopolitical tensions regarding Russia's planned annexation of parts of eastern and southern Ukraine and North Korea's recent missile test.  

Sep 29, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Bank of England intervenes in the bond market and Porsche makes its stock market debut

The British central bank felt compelled to intervene directly in market events due to the ongoing turbulence on the bond and currency markets. Europe's stock markets initially recovered significant losses in the middle of the week and managed to climb into positive territory, and on Wall Street the indices ended their six-day losing streak. The focus today is on the IPO of Porsche AG on the Frankfurt Stock Exchange.

Sep 28, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – October 2022

In order to curb inflation, central banks are tightening the interest rate screw further and are accepting the risk of a recession. Due to the increased risk of a global economic downturn, we classify high-yield as unattractive in our fixed-income strategy. Regarding stocks, the upcoming reporting season should provide information on how strong the decline in earnings will be in the coming quarters. At sector level, our preference remains for pharma and telecoms over technology and consumer cyclicals.

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