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Apr 27, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – May 2022

In the medium term we are expecting a higher risk of recession and inflation to be more “sticky” than expected. In equities, we maintain our defensive positioning and recommend focusing on quality stocks with a corresponding dividend yield. In the fixed income space, we have a preference of hybrid bonds over corporate bonds and inflation-linked bonds over government bonds.

Mar 30, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – April 2022

The soaring prices on energy markets are fuelling inflation and reducing consumers' purchasing power. The major central banks are responding to the high inflation by tightening monetary policy. However, this also threatens to cool the economy. In the equity segment, we prefer the US to Europe and emerging markets in the short-term. In addition, we are taking profits in the mining sector. Meanwhile, the currencies of commodity-producing countries are lagging the rally in the commodity market and have catch-up potential.

Mar 2, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – March 2022

Geopolitical risks are causing great uncertainty on global financial markets. Investors nevertheless expect a rapid cycle of interest rate hikes in the US. On the equity side, we continue to favor the mining sector and downgrade Japan to “neutral”. In addition, we are increasing our gold allocation to “overweight”.

Jan 26, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – February 2022

The Federal Reserve’s tougher stance and the impending escalation of the Ukraine conflict are causing tensions on capital markets. As rising interest rates are likely to continue to put technology stocks under pressure, we reduce the sector to ”underweight“. In the fixed income area, long-term interest rates are likely to continue rising, but at a slower pace than we have observed since the beginning of the year.

Jan 5, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – January 2022

Due to declining liquidity supply, the focus is shifting to fundamentals and corporate earnings reports. Within equities, we identify catch-up potential in the consumer staples sector and in European insurance companies. In the bond universe, we continue to favor less rate-sensitive segments such as corporate and financial hybrids.

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