Investment Outlook 07.2023
IMT Asset Management

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

Economist, Dr. rer. pol., CFA, FRM