Investment outlook

Permanent uncertainty, amplified by permanent commentary, makes disciplined decision making more important

Higher rates and new equity supply test markets, but strong earnings and steady growth can sustain the bull run

The current environment demands not only vigilance but also a strategic recalibration from investors

Businesses in the country are adopting a ‘move-and-adjust strategy’ amid fluid global developments

Investors should diversify their portfolios and focus on AI-related asset classes, says Christian Nolting

Forward-looking guidance, done well, is not about forecasting earnings per share to the second decimal; it is about explaining strategic intent

LGT Private Banking’s Stefan Hofer cautions that market volatility will be ‘much higher’ this year

Looking ahead, stimulative policies are likely to benefit consumers

As market leadership shifts and volatility persists, L&G’s Head of Investment Strategy Asia Ben Bennett makes the case for spreading risk across growth stocks, fixed income and developing economies