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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.

A tale of gold, Bitcoin, and the US dollar.

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.

2025 has started with a rather cautious outlook for sustainable investing. President-elect Donald Trump returning to the White House has ushered a period of uncertainty. He has already promised to dismantle key environmental initiatives within the Inflation Reduction Act ("IRA"), to "drill baby...

Institutional investors have long been enamoured with infrastructure as an asset class. Resilient business models with competitive moats and monopoly-like market positions have meant that investors can benefit from these assets’ stable cashflows.

In 1985, a fresh-faced former investment banker named David Swensen became the manager of Yale University’s endowment fund.

There is no doubt that we are living in 'interesting times'. Geo-political conflicts rage in Europe and the Middle East, the political uncertainty surrounding Trump's second term and the potential for a renewed trade war, and the challenges of the global energy transition are fomenting social...