Kathrein Market Perspective Q3 2024

The capital markets in the third quarter could be influenced by several factors, primarily including central bank interest rate policies and inflation developments. Investors should particularly pay attention to the decisions of the Federal Reserve and the European Central Bank, as well as macroeconomic data such as employment figures and GDP growth. Inflation has proven to be persistent but is nonetheless under control. While inflation rates have significantly decreased, they still remain above 2%. The inflation target of two percent remains upheld on both sides of the Atlantic and continues to be pursued vigorously by the central banks.

In the Kathrein Market Perspective, we present our market outlook and asset allocation.

Disclaimer

This information aims to provide a general overview of current market data and the market opinion and investment strategy of Kathrein and does not include any direct or indirect recommendation for a specific investment strategy in the sense of financial analysis. When investing in securities, price fluctuations due to market changes are always possible.