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Global Outlook 2026

Positioning for a global equilibrium shift

The global economy is being recalibrated. What does this mean for investors? Find out in our investment outlook 2026.

Market view

Our experts are constantly monitoring and analyzing industries, markets and companies for you. Their in-depth analysis and market assessments provide a solid basis for well-considered investment decisions. Read our regular market publications and always keep your finger on the pulse.

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Stocks jump on renewed hopes for ceasefire

Equity markets in the Asia-Pacific region and on Wall Street rose on hopes of a possible ceasefire in the Iran conflict. Reports suggest that US President Trump is considering winding down the war in Iran without fully reopening the Strait of Hormuz. The potential de-escalation comes after the...
Investor
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Between a rock and a hard place

Oil prices extended gains at the start of the week, driven by the conflict in the Gulf and concerns that prolonged disruption in the Strait of Hormuz, while stock markets remained on the defensive. Investors weighed comments from US President Trump, who said Washington was in talks with a “more...
Oil
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Stocks slump as oil spikes on Iran conflict

Asian stock markets kicked off the new week in deep red. On Wall Street, the Dow tumbled almost 800 points on Friday pushing into correction territory and extending the S&P 500’s losing streak to a fifth consecutive week, as investors reacted to escalating tensions in the Middle East and...
US aircraft carrier
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What’s next, as peace hopes crumble?

The crisis in the Middle East with the US preparing to deploy additional forces to the region looks very vulnerable to say the least and earlier hopes of a ceasefire or even some sort of deal with Iran seem more unlikely. Meanwhile, US President Trump delayed planned strikes on Iran’s energy...

Insights

Our Insights articles are designed to entertain, inspire, surprise and inform you. External and internal authors write insightfully about business and finance, but also art and society. Take a look.

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Financial markets

Is Japan's post-deflation shift sustainable?

Japan is finally emerging from decades of deflation - and investors are taking notice. Stefan Hofer, Chief Investment Strategist for LGT Private Banking in Asia Pacific, explains why the shift matters, what policymakers will do next, and why Japan may offer a preview of what lies ahead for...
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Investment strategy

Why are certain metals and minerals so indispensable?

Metals like copper and cobalt, as well as rare earth minerals, are so critical for the green transition that potential shortages are already affecting the electrification supply chain.
Entrepreneurship

Poisoning the AI well: the real dangers of model collapse

Experts are sounding the alarm about large language models increasingly being trained on synthetic or intentionally false data. This could have disastrous real-world consequences.
Investment strategy

Powering the AI revolution

More energy infrastructure is needed to support the rising demand for data centre capacity. But rapid power expansion will have to be compatible with decarbonisation commitments.

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