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Outlook 2024
Outlook 2024
Investment Outlook 01.2024
With hindsight we were too conservative last year. Nevertheless, we remain concerned – now even more so – about the macro-economic outlook.
Thomas Trauth
veröffentlicht am 17.01.2024
Higher for Longer
Higher for Longer
Investment Outlook 10.2023
In the third quarter bond yields jumped and equity markets fell. It seems that market participants finally accepted that interest rates will be higher for rather a long time.
Thomas Trauth
veröffentlicht am 18.10.2023
The Fight Against Inflation Is Not Over Yet
The Fight Against Inflation Is Not Over Yet
Investment Outlook 07.2023
Given that the central banks have aggressively raised interest rates and are holding out the prospect of further rate hikes, that core inflation is stubbornly persisting well above the inflation targets, and that growth of production of goods has clearly slowed down, it is astonishing that the financial markets have performed so positively.
Thomas Trauth
veröffentlicht am 18.07.2023
Recession ante portas?
Recession ante portas?
Investment Outlook 04.2023
In March equity and bond markets performed positively and pared February’s losses, although tightening monetary conditions have started to create stress in the US real estate sector as well as in the banking sector.
Thomas Trauth
veröffentlicht am 21.04.2023
Outlook 2023
Outlook 2023
Investment Outlook 01.2023
Last year is likely to become a year for the history books. After 77 years, we had to face a major war in Europe, while at the same time, after 42 years, the inflation ghost came back.
Thomas Trauth
veröffentlicht am 25.01.2023