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 "outlook"
Market commentary: What will the new year 2023 bring?
In the past year, numerous trouble spots preoccupied the markets. In his market commentary, Gerald Stadlbauer, Head of Discretionary Portfolio Management, gives an outlook on what 2023 might bring.
Capital Market Outlook 2023: Upward potential for funds after market corrections
After months of market turmoil, the experts of Erste Asset Management can see light at the end of the tunnel despite the global economic challenges. There is a chance that the predicted recession in 2023 would not hit, or if it did, it would do so only mildly, as stated at the press conference on the Capital Market Outlook 2023.
Stock markets off to a bumpy start in 2022
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?
Investing – a long term story
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?
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.
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.
Investors bought the dip. Again.
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.
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?
Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks
Compared with previous recessions, we came out of the last crisis relatively quickly. What were the decisive factors, what will drive the financial markets in 2022 and, above all, what role will inflation play? Erste AM Managing Director Heinz Bednar and Chief Investment Officer Gerold Permoser provide an outlook for the coming year.