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.
Ahead of the upcoming reporting season, several negative factors dominate the markets. Tamás Menyhárt, Senior Fund Manager at Erste Asset Management, sums up the stock market year so far and shares his views on the further development.
Inflation has risen sharply and the first interest rate hikes are expected from the Federal Reserve in the USA. What impact could this have on stocks?
Just when it looked like a quiet end to the year on the stock markets, the emergence of Omicron shook investor confidence and led to a sell-off lasting several days. How has market optimism evolved since then? Our stock expert Tamás Menyhárt gives an outlook.
Global stock markets have fallen back from their all-time highs in recent weeks. What were the causes? What potential do the equity experts at Erste Asset Management see until the end of the year?
Inflation peaked in the US and the eurozone in May and has declined from there. Long term yields fell and lowered real yields. How could this happen?
The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
The global stock markets got off to a strong start into the new year and continued to gain, which means that the bull market has now lasted for almost a year. However, the market structure has changed significantly in the past few months. Our equity expert Tamás Menyhart analyzes the current situation.
The year started strongly for European markets with investors favoring Italian banks and stocks. But then came the budget proposal of the new Italian government, changing the mood abruptly. Read about it in our new blog!