Market Commentary 3rd Quarter 2023
Overheating or cooling in the summer months?
The first half of the year was extremely friendly on the financial markets. Corporate results were able to surprise positively.
Dr. Matthias Ramser
The topic of artificial intelligence really fired the imagination. At the same time, however, the economy continues to cool. High interest rates and more restrictive lending policies will have an increasing impact.
Dr. Matthias Ramser and Patrick Erne give their assessment in the video of what to look for in the summer months and where they see opportunities.
