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.
Article on tag "equities"
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.
Benefit from the megatrend Artificial Intelligence with equities
The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.
“A mild economic downturn has already been priced in by the market”
With the ERSTE REAL ASSETS mixed fund, investors can invest in real assets – and have indeed been doing so for two years now. On the occasion of the fund’s two-year anniversary, Philip Schifferegger, fund manager of ERSTE REAL ASSETS, is taking a look at the current market situation. He also explains why the fund is well equipped for both positive and negative market phases.
Five pieces of advice for saving with a fund savings plan
Putting money aside is important. But it is equally important for said money to potentially earn a return. This is where the fund savings plan comes in.
Banking problems support share prices
Since the banking problems in the US emerged in March, share prices have risen and expectations for future key interest rates have fallen significantly. However, inflation dynamics remain the most important factor for the markets, but unfortunately also one that is difficult to assess.
Best of Charts II
Inflation, coupled with restrictive central bank measures and recession worries, continue to keep the markets busy. This is also shown by a look at some important financial charts.
An extraordinary year for alternative investments
The year 2022 was a challenging one on the stock markets. However, compared to the asset classes equities and bonds, alternative investments clearly outperformed. Read more in the blog post by senior fund manager Christian Süttinger.
Upbeat markets at the beginning of the year
Despite uncertainties, the stock and bond markets got off to a friendly start in the new year. In the USA, economic data recently surprised on the upside. Is the situation better than the mood?
Ten topics for 2023
The previous year was marked by unexpectedly high inflation and rapid key interest rate hikes – but what will the new year bring?
In his article, Chief Economist Gerhard Winzer presents ten topics that could be particularly relevant for the financial markets in 2023.