Author's Contributions
Trump on fire!
Donald Trump is getting serious and imposing temporary tariffs on his major trading partners. He is also escalating the war in Ukraine and increasing the pressure on Europe, which will hopefully soon be galvanized into unity with a new German Bundestag.
Autumn on the stock markets will be anything but boring
Election campaign, interest rate turnaround, sluggish growth in Europe – there should be no sign of autumn fatigue on the stock markets. What will the coming (and certainly exciting) weeks bring for the markets and how can investors prepare for them?
Animal Spirits – Excessively positive sentiment on the markets?
The stock markets performed consistently well in the first quarter of the current year. From the USA to Europe and Japan, many indices reached new all-time highs. In view of this positive performance, can we already speak of exaggerated euphoria on the markets?
Market outlook: What investors can expect in 2024
2023 brought many surprises – including positive ones, such as the unexpectedly good performance across all asset classes. What can investors expect in the new year and which topics could come into focus? Gerald Stadlbauer, Head of Discretionary Portfolio Management, provides an outlook.
Market commentary: Is the interest rate peak reached?
“Higher for longer” has become the mantra of the powerful central bankers in recent months. Monetary policy is likely to remain restrictive longer than originally expected. Regardless of whether the major central banks will follow up with a final interest rate step in autumn, the interest rate peak has probably been reached and “the worst” is behind us.
Robust economy despite recent turbulences
Despite the recent turmoil in the banking sector, both companies and the global economy are currently proving to be extremely robust. Read more about the current market environment in the commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management at Erste AM.
Market commentary: What will the new year 2023 bring?
In the past year, numerous trouble spots preoccupied the markets. In his market commentary, Gerald Stadlbauer, Head of Discretionary Portfolio Management, gives an outlook on what 2023 might bring.
Good nerves and stamina required
The mood on the capital markets has deteriorated further over the last months. In a comprehensive market update, Gerald Stadlbauer, Head of Discretionary Portfolio Management at Erste Asset Management, explains why stamina is needed in the current situation.