Observations

Many diversified portfolios have moved past a simple 60/40 mix, yet allocations to alternatives often remain uneven. Property, infrastructure and asset-backed finance can be underrepresented relative to what they offer in income, real-economy exposure and differentiated return drivers.

Read the summary of LGT's third annual Climate Conference, including key remarks from global leaders and featured speakers on investment opportunities in the energy transition.

We continue to believe that the world is transitioning to sustained multi-polarity. In this Observations piece, we unpack some of the accompanying fundamental macroeconomic changes which we believe will likely occur over the next 5 to 10 years should our thesis take hold.

We continue to focus on ensuring there is diversification across the total portfolio and within asset classes.

Investors are piling into the world’s most valuable stock, Nvidia, but adviser to the ultra rich LGT Crestone is taking a more cautious approach.

Investors are piling into the world’s most valuable stock, Nvidia, but adviser to the ultra rich LGT Crestone is taking a more cautious approach.

War in the Crimea and Ukraine. Instability in the Middle East. Conflict between China and the global hegemon. A rapidly rising Eastern power co-opting Western technologies.

War in the Crimea and Ukraine. Instability in the Middle East. Conflict between China and the global hegemon. A rapidly rising Eastern power co-opting Western technologies.

Investors are piling into the world’s most valuable stock, Nvidia, but adviser to the ultra rich LGT Crestone is taking a more cautious approach.