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?

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 08.00 on Wednesday, 21 January 2026, please click the below button.

Keynote speech

André Aubert
LGT Capital Partners, Partner

André Aubert is a Partner at LGT Capital Partners in Pfaeffikon, Switzerland. He is responsible for the Secondaries team and is a member of the private equity Global Investment Committee for secondary transactions. He has an additional focus on infrastructure activities.

Stephan Kind
LGT Capital Partners, Partner

Stephan Kind 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. The team is responsible for multi-asset and multi-alternative funds, sustainable fixed income and equity funds, liquid multi-manager funds and institutional mandates. For more than fifteen years, he is responsible for the portfolio management of the LGT Endowment fund.

Boris Pavlu
LGT Capital Partners, Executive Director

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

Schedule

21 January
08:00
Welcome
08:15
Investment Outlook presentation

Breakfast will be served during the event.

André Aubert, Stephan Kind, Boris Pavlu
09:15
Event conclusion

Registration

Location

7A

Strandvägen 7, 114 56 Stockholm, Sweden

Contact

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