Investment Outlook 2026

The boundaries that have long defined markets, politics and technology are being tested. Political involvement in business has increased, national security and industrial policy are influencing corporate decision-making and the lines between public and private markets are becoming less distinct.

How is increasing political involvement influencing markets and investment decisions? Are national security considerations and industrial policies increasingly shaping private-sector decision-making? Will technology – through AI, blockchain and automation – continue to push the boundaries of innovation and economic progress? And how is the evolving landscape of emerging and frontier market sovereign debt, with its structural improvements, shaping new investment opportunities?

We invite you to join us for a discussion about the outlook for 2026 and how investors can prepare for the challenges and opportunities that lie ahead.

To register for the breakfast, which will start at 08.30 on Tuesday, 20 January 2026, please click the below button.

Keynote speech

Stephan Kind
LGT Capital Partners, Head Liquid Markets

Stephan Kind (Liechtensteiner) is a Partner on the Liquid Markets team at LGT Capital Partners in Pfaeffikon, Switzerland. He is a member of the Executive Committee, the chair of the Liquid Markets Management Team and the chair of the Multi-Asset Investment Committee. For more than fifteen years, he is responsible for the portfolio management of the LGT Endowment fund.

Jetro Siekkinen
LGT Capital Partners, Head Emerging Markets Fixed Income

Jetro Siekkinen (Finnish) is a Partner at LGT Capital Partners in Pfaeffikon, Switzerland. He is responsible for the Emerging Market Fixed Income team.

Boris Pavlu
LGT Capital Partners, Senior Investment Strategist

Boris Pavlu (Swiss) is an Executive Director within the Asset Allocation & Research team at LGT Capital Partners in Pfaeffikon, Switzerland.

Schedule

20 January
08:30
Registration
08:45
Investment Outlook presentation
Stephan Kind, Jetro Siekkinen, Boris Pavlu
09:45
Event conclusion

About us

LGT Capital Partners is a leading global specialist in alternative investing with over USD 110 billion in assets under management and more than 700 institutional clients in 50 countries. An international team of over 900 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi-alternatives and diversifying strategies, as well as sustainable and impact strategies. LGT CP offers a unique combination of a privately owned asset manager and a principal investor. We think and act as principal investors on behalf of the LGT Endowment (AUM of USD 20 billion). Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, Singapore and Sydney.

Registration

Location

Hotel NH Collection Helsinki Grand Hansa

Mannerheimintie 5, Helsinki
00100 Helsinki

Contact

If you have any questions about the event or your registration, please contact us.