Markt insights
How are conditions developing on the capital markets? And what is our assessment of the current situation? You can learn more here.
Monthly market update from the fund management
 "Karin Kunrath, Chief Investment Officer der Raiffeisen KAG")
CIO-comment from Karin Kunrath
Monthly update from the capital markets and asset classes.
Updates on the financial and capital markets
Emerging Markets Outlook
The war in Iran is putting the global economy to the test, yet emerging market stock markets are proving resilient. A look at the factors driving this stability – from growing independence from the dollar to major political power shifts in Budapest.
Presidential election in Colombia
The right-wing conservative candidate Abelardo de la Espriella has prevailed in the runoff election against left-wing candidate Ivan Cepeda (50.5% to 49.5%). A capital market statement from Judith Haßlbäck, fund manager at Raiffeisen KAG.
Hungarian election boosts sentiment on the capital markets
The new chapter that Hungary opened on Sunday with Peter Magyar (TISZA) securing a two-thirds majority in the parliamentary election brings not only great relief to the EU and NATO, but is also creating a positive mood on the capital markets.
War in Iran – hopes remain for a swift end to the conflict
Even though the White House's messaging appears to change daily, the US government is now facing a crucial decision after four weeks of war with Iran.
Rising interest rates - is another bond crash looming?
Many investors think that government bonds are safe and free from volatility. But rising interest rates can also cause significant losses in bond prices – especially for bonds with long maturities. Find out more in the following video.
Can stock markets become "cheaper" despite rising share prices?
In recent weeks, global equity markets have seen a sharp rise in share prices. As a result, markets are hitting record highs everywhere. Once again, large technology stocks are the main drivers.
What influence crises have on the equity markets?
Crises have always had a direct influence on the equity markets. The video shows the crises over the past 50 years (using the global equity index MSCI World for example). As you can see, the equity market also rise again after crises.
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.