Markets
How are conditions developing on the capital markets? And what is our assessment of the current situation? You can learn more here.
Updates on the financial and capital markets
Here you will find updates on the financial and capital markets from the perspective of Raiffeisen Capital Management. Our long-standing and experienced capital market specialists provide regular updates as well as event-related comments and insights on current topics and developments:
in the monthly update "marketview" we provide information on the current market environment and asset allocation,
in the monthly update on Emerging Markets, we provide a detailed overview of the emerging markets.
Monthly market update
Market environment, outlook and asset allocation
Quick and compact overview of international capital market events from the perspective of Raiffeisen Capital Management.
Comment from the fund management
Find out more
Emerging Markets
A global overview of the emerging markets.
Bonds
Developments on the bond markets
Current topics
Investments in Eastern Europe remain attractive
Despite all of the difficulties in recent years, the process of convergence with the “old” EU members continues, supported by wide-ranging European financial assistance. Over the long term, the equity markets in Central and Eastern Europe look attractive, in spite of the economic and geopolitical risks, which are still factors. The bond markets now also offer worthwhile yields again.
Green Energy Revolution failed? Quite the opposite
Valentin Hofstätter has shifted his focus towards renewable energy, or more specifically, towards the stock markets of companies operating in these sectors. These companies have experienced significant declines in their stock prices over the past few months. Does this indicate the end of the energy transition?
AI Hype - Tech Bubble Fears Are Growing
Valentin Hofstätter has a warning for stock investors. It concerns the beneficiaries of the hype around Artificial Intelligence/AI. A comparison with the Internet boom around the turn of the millennium suggests itself.
Despite careful research, the statements contained herein are intended as non-binding information for our customers and are based on the knowledge of the staff responsible for preparing these materials as of the time of preparation. They are subject to change by Raiffeisen KAG at any time without further notice. Raiffeisen KAG assumes no liability whatsoever in relation to this document or verbal presentations based on such, in particular with regard to the timeliness or completeness of the information presented and the sources of information, or in respect of the accuracy of the forecasts presented herein.