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On behalf of everyone at LGT, I’d like to wish all of our clients and friends of the firm a very happy new year and prosperous 2025! Against the backdrop of a volatile macroeconomic landscape, the year also marked a period of significant progress across key areas of the business.

Is a more interventionist US policy the new normal? Following the US military operation in Venezuela, we examine what Washington’s drive to secure strategic resources means for geopolitics and markets.

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

After several years battling headwinds in the form of low growth and inflation, amplified this year by US trade tariffs and a strengthening euro, the Eurozone enters 2026 with more stable economic prospects, thanks to a resilient labour market, lower interest rates and increased fiscal spending.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

Safeguarding water resources is essential not only for life, but for economic security, societal well-being, and ecological stability. Industry and governments are responding to growing water insecurity with innovative solutions.

With data centres popping up everywhere and AI evolving rapidly, the future looks bright for both those companies enabling AI today and those integrating the technology in the future.

Will cryptocurrencies ‘come of age’ and become an everyday store of wealth, like traditional bonds, equities and gold?

What should investors expect in 2026? Mika Kastenholz, LGT Global Head Investment Solutions, shares his insights on global markets, as higher structural inflation, elevated debt and potential capital controls are reshaping the landscape.