Monthly Market Outlook by LGT Vestra
July/August 2020
by LGT VestraSo far this year the dispersion of returns between different geographies, styles, sectors and asset classes has been extraordinary. Many equity markets have recovered substantially since the March lows, although the recovery has been far from smooth. As we...Read More
June/July 2020
by LGT VestraWhilst the restrictions implemented due to COVID-19 have caused a collapse in economic activity, there has been a sharp recovery in equity markets from the falls experienced in the first quarter of the year. At the same time, the dispersion of returns...Read More
April/May 2020
by LGT VestraThe COVID-19 crisis has led to a truly unprecedented environment for the global economy, markets, and society as a whole. The flow of news is unrelenting, with significant economic and market-related developments occurring on a daily basis. We cannot be...Read More
January/February 2020
by LGT VestraThe start of 2020 has certainly proven eventful; from the Coronavirus, to Brexit, Trump's impeachment trial and monetary policy, the past month has marked a number of key events that will continue to evolve throughout the year. The recent outbreak of...Read More
November/December 2019
by LGT VestraThe UK election and the tentative phase one agreement between the US and China dominated market sentiment over the past month. Ultimately, Boris Johnson was able to secure a substantial majority in Parliament, achieving the Conservative Party's largest...Read More
