Kathrein Market Perspective Q1 2024

In 2024, geopolitical conflicts and various elections - US presidential elections, EU parliamentary elections, and general elections in Austria, to name a few - will shape the political environment. These events could impact economic development and create uncertainty for forecasts. After a robust 2023, some economic slowdown is expected in the US in particular, but current consensus among analysts sees a soft landing, accompanied by declining inflationary trends and positive growth rates.

In the Market Perspective we present our investment strategy on a quarterly basis and explain our asset allocation.

Disclaimer

This information is intended to provide a general overview of current market data and Kathrein's market views and investment strategy and does not imply any direct or indirect recommendation for a particular investment strategy in the sense of a financial analysis. When investing in securities, price fluctuations due to market changes are possible at any time.