We have seen some extraordinary years speaking about equity and multi asset performance. Interest rates were low, volatility – representing the average daily price changes – was comparably low. What is the situation today?
ARTICLES IN THE TOPIC “Markets”
Gas and Oil Prices Continue to Soar
Energy prices are going through the roof at the moment. The causes are both political and economic. Shares in the energy and commodities sector offer potential for further price increases.
10 theses for 2022
Waves of infections will continue to influence economic activity and the markets. What will happen in China, what are the inflation risks and will it be volatile? Our chief economist Gerhard Winzer has drawn up 10 theses for the year 2022.
Italy is electing a new president
Italy is about to elect a new president of state. The election that will be held from 24 January 2022 in several ballots is going to determine the successor of the current, 80-year old President Sergio Mattarella, whose mandate expires in February 2022. This was announced by the president of the chamber of deputies of […]
Pandemic year three: what are the challenges ahead?
We are now into the third year of the pandemic. Since the spring 2020 collapse, economic activity and markets have shown exceptional resilience. This is not to be taken for granted. After all, the list of potential negative influences (“challenges”) is long.
Interview: Behavioral Finance
Interview with Dr. Manfred Frühwirth, Vienna University of Economic and Business Administration What is Behavioural Finance? Behavioural Finance is located at the interface of finance and psychology. As a rule, Behavioural Finance investigates how irrational behaviour (most often on the investors’ part) affects asset prices on the capital market. 2a) Are there any examples of […]
New German “Traffic Light” Coalition Launches Climate and Economic Programme During Difficult Phase
Germany’s first federal government coalition of the Social Democratic Party (SPD), the Free Democratic Party (FDP) and the Green Party – called the “traffic light” coalition for the parties’ traditional colours – has now been in office for just under two weeks and is starting its planned renewal programme at the most difficult time imaginable. The train towards climate protection and renewable energies is picking up speed.
Inflation at its peak – what are the reasons?
At 5.2% y/y, consumer price inflation for the OECD region reached the highest value in October since 1997. Has inflation peaked, or are we at the outset of a sustained period of high inflation?
Black Friday and Cyber Monday Kick off the Year’s most Important Retail Season on Friday
On November 26, the traditional “Black Friday“ of discount deals in the US and many other countries officially kicks off the immensely important Christmas shopping season for many industries. However, with the trend towards online shopping accelerating with the Corona pandemic, how will this turn out this year?
Inflationary Boom – A thin red line towards welfare
The global view on inflation has turned completely since Spring 2020. While low inflation has been an issue between the Great Financial Crisis and the start of the pandemic, multi-year-highs in inflation were reached in Spring 2021. What will happen next?