The US presidential election in November is already casting its shadow. What impact could the outcome of the election have on share prices and how is the US economy performing in general.
THIS AUTHOR'S POSTS
Best of Charts: What’s coming, what’s going, what’s staying?
After a weak market year in 2022, 2023 is shaping up to be a pleasing conclusion for investors. Senior Fund Manager Christian Süttinger explains what remains of this year and what could be of particular interest on the markets in 2024 with the help of a few currently important charts.
Best of Charts: News from the inflation
Even though inflation has weakened recently, it remains an important topic for private individuals as well as for companies and the markets. What might happen next in terms of inflation and how long will the restrictive monetary policy stay with us? A look at some important financial charts will shed some light on this.
Best of Charts: Beach Edition
The stock markets are also usually a little quieter during the summer months. Many market participants take a break due to holidays and the general activity decreases. In any case, a look at some important charts indicates that no nasty surprises are to be expected during the holidays.
A tale of two volatilities
The volatility of bonds has increased significantly and is clearly higher than that of equities. What are the reasons for this difference in development?
Best of Charts II
Inflation, coupled with restrictive central bank measures and recession worries, continue to keep the markets busy. This is also shown by a look at some important financial charts.
An extraordinary year for alternative investments
The year 2022 was a challenging one on the stock markets. However, compared to the asset classes equities and bonds, alternative investments clearly outperformed. Read more in the blog post by senior fund manager Christian Süttinger.
Best of Charts
Consumer prices, interest rates, purchasing managers’ sentiment, bond yields, stock market prices, corporate profits, commodities – all these influence the financial markets. We provide an overview of the most important charts that fund managers pay attention to.
Energy commodities and inflation – where are we going?
Prices for energy and food have risen significantly, putting a strain on consumers’ wallets. If the Russia-Ukraine war does not ease, the situation may deteriorate even further.
An extraordinary half year
The first half of the year on the financial markets was characterized by price declines in equities and bonds, rising inflation, and the war in Ukraine. What developments does Erste Asset Management expect for the second half of the year?