Kathrein Market perspective Q4 2023

The global economy is entering a challenging period, both in terms of inflation and economic growth. The US Federal Reserve and the European Central Bank are nearing the end of an aggressive cycle of rate hikes that has been unparalleled in recent decades. It is expected that this will have a noticeable impact in the months to come.

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.