Matthew Tan, Head of Asset Allocation at LGT Crestone, shares his perspective on the current state of global markets, emphasising a cautiously optimistic outlook. Despite record-high equity markets and investor confidence, Tan argues that complacency is not widespread. He attributes the rally to a perceived peak in geopolitical and trade uncertainty, alongside supportive fiscal policies and potential tailwinds from AI adoption. Tan outlines LGT Crestone's constructive positioning, favoring non-US equities like Japan and Europe, while maintaining a balanced view on the US. He also discusses the outlook for Australia and China, noting the need for policy reform and stimulus, respectively, to unlock further growth.
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