Monthly Market Outlook by LGT Vestra
August 2018/September 2018
by LGT VestraAgainst the background of the ongoing trade disputes, US equities continued to be strong over the past month and outperformed other developed markets. Politics are likely to continue dominating our thoughts in the coming months, with Brexit negotiations...Read More
July 2018/August 2018
by LGT VestraGlobal markets, except the US, have ticked down over the past month as investor concerns over trade wars and a crisis in Turkey have weighed on risk assets. An impressive Q2 earnings season in the US led to its outperformance. Currency moves in the past...Read More
June 2018/July 2018
by LGT VestraIt was a familiar story in equity markets over the last month, with heightened volatility in both directions. This time, it was largely driven by tougher rhetoric from Trump and concerns of a global trade war really coming to the fore. All major developed...Read More
April 2018/May 2018
by LGT VestraThe last month saw global equity markets continue to recover from the sell-off seen earlier in the year. It also saw a potential peace treaty on the Korean peninsula, a continuation of the oil price rally and the 10-year US Treasury hit 3% for the first...Read More
March 2018/April 2018
by LGT VestraWhile markets have recovered a touch from their lows, a variety of trade and geopolitical factors are likely to keep volatility raised for the weeks and months to come. Meanwhile, the economic backdrop remains broadly positive and as a result, we remain...Read More
