Erste Asset Management Investment Blog

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Strong first half of the year: What`s next for the stock markets?
Strong first half of the year: What`s next for the stock markets?
(c) pexels

Strong first half of the year: What`s next for the stock markets?

The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.

Review and outlook: “2022 turned out to be a tough year for equities”
Review and outlook: “2022 turned out to be a tough year for equities”

Review and outlook: “2022 turned out to be a tough year for equities”

On the stock markets, the year 2022 was characterized by high uncertainties and volatility. Tamás Menyhárt, senior fund manager at Erste Asset Management and equity expert, therefore draws an initial summary of the stock market year and ventures an outlook for the coming months on the markets.