Marina Zech (pictured), financial economist at LGT Capital Partners argues that while political and cyclical headwinds in Malaysia are cause for concern, solid fundamentals allow for a positive long-term outlook. Malaysia has lately caused negative headlines worldwide because of unprofitable and opaque investment practices of its state investment vehicle 1Malaysia Development Berhad (1MDB). Allegations range from […]
Mikio Kumada (pictured), global strategist at LGT Capital Partners comments on the impact of the European Central Bank (ECB’) QE programme, which is set to be launched this week. The ECB is stet to formally launch its program of quantitative easing (QE) in the coming days. With the program’s key parameters already widely known, its […]
Mikio Kumada (pictured), global strategist at LGT Capital Partners comments on the implications of the recent agreement between Greece and the Troika. Europe has agreed to continue to provide heavily indebted Greece with cheap loans, primarily to service existing obligations and to safeguard the financial standing of its banks. At the same time, Greece’s new […]
Mikio Kumada is global strategist at LGT Capital Partners. The current equity bull market is almost six years old. Given that the average American bull market since 1932 lasted only about four years, many market participants are wondering how much longer this rally can last. When it comes to equities, of course, there are always […]
Mikio Kumada, global strategist at LGT Capital Partners argues that despite a possible election victory of SYRIZA, it remains likely that Greece stays in the eurozone. The Greeks will elect a new parliament later this month. The expected winner, the leftist SYRIZA party, seeks to end austerity by negotiating debt relief from its official European creditors […]
After retreating to a temporary lull in April, the bulls have returned to global equity markets in full force argues Mikio Kumada, global strategist at LGT Capital Management.