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.
In 2024, all eyes on the financial markets are also focused on the US elections in November. After years of expansionary fiscal policy, the debt situation in the United States is also coming back into focus in the run-up to the elections. What are the political and economic implications of the growing budget deficit?
The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.
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.
Following his surprising election victory, the controversial economist and self-proclaimed “anarcho-capitalist” Javier Milei was sworn in as Argentina’s new president. He takes over a country in economic crisis with an annual inflation rate of over 100 percent and a high debt burden.
After a difficult market year in 2022, many asset classes performed much better this year. The outlook for the coming year 2024 is also positive – the central banks’ turnaround in interest rates has brought about a return to normality on the bond market and, with the rise in yields, is also opening up new opportunities for investors. At the same time, the ongoing geopolitical tensions in particular pose a challenge. With the improved yield opportunities for bonds, mixed funds are also coming back into focus.
The OPEC+ oil association was unable to agree on official production cuts at its meeting last Thursday. However, individual member states announced plans for cuts. In a joint statement after the meeting, the more than twenty OPEC+ states also announced that Brazil would join the production alliance at the beginning of next year.
While equities have recently risen, yields on the bond market have weakened. The markets are being supported by increasing hopes of a “soft” landing for the economy. What are the chances of this scenario?
After around a year, the Dutch government under Prime Minister Rutte collapsed in the summer of 2023 due to disagreement over migration policy. It came as a surprise that long-serving Prime Minister Rutte decided not to stand again in the next elections. After more than thirteen years in office, making him the longest-serving prime minister […]
According to Covid, growth in the Chinese economy is lower than expected and the willingness to invest and consume is declining. The real estate market is also adjusting after the boom years. What short- and long-term measures does the central government intend to take to revive the economy?
