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The expectations of BSE fund managers for 2024

The expectations of BSE fund managers for 2024
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Robert Burlan , Razvan Pa , Adrian Dudu , Bucharest Stock Exchange , Digi Communications , Investment Management Raiffeisen Asset , Next Generation , Raiffeisen Asset Management , Deputy General Manager , Transport Trade Services , Investment Director , Bucharest Stock , General Director , Patria Asset Management ,

"The local stock market will have an evolution no different from that of developed markets"

(Interview with Adrian Negru, CEO of Raiffeisen Asset Management) "By investing gradually and constantly, I significantly reduce the impact of volatility on the portfolio" "Most likely the local market will have a markedly different evolution from that of developed markets, similar to what happened in recent years" "As tough as 2022 was, it created the conditions for Romanian assets to become attractive "in corpore" "As inflation continued its downward trend and the market entered under the specter of falling interest rates, we see a gradual positioning towards funds with longer maturities" ....

United States , Adrian Negru , Raiffeisen Asset Management ,

Investment fund managers have positive estimates for 2024

Adrian Negru, Raiffeisen Asset Management: "From a strategic point of view, Romania has probably never been in such a good moment" Horia Braun-Erdei, Erste Asset Management: "The constellation of economic policies is very favorable for stocks" Dan Popovici, OTP Asset Management: "In the medium and long term, the capital market brought an annual return between 8 and 12%" Călin Meteş, Franklin Templeton: "I expect to see a higher appetite for IPOs at BVB" Mihai Purcărea, BRD Asset Management: "We have to explain to clients that we are talking about investments, not short-term speculation" ....

Horia Braun Erdei , Dan Popovici , Mihai Purc , Adrian Negru , Bucharest Stock Exchange , Association Of Fund Administrators , Fund Administrators , General Director , Raiffeisen Asset Management , Erste Asset Management , Deputy General Director , Franklin Templeton Bucharest , Deputy Portfolio Manager , Bucharest Stock ,

What fueled the rise of the BET index this year?

Robert Burlan, Raiffeisen Asset Management: "The Hidroelectrica IPO attracted considerable amounts of money, which later returned to the market" Dragoş Manolescu, OTP Asset Management: "Expectations regarding future interest rate cuts fueled the revaluation of companies, with a positive impact on share prices" Rareş Trif, BT Asset Management: "We started from a point where BET shares were undervalued" Răzvan Paşol, Patria Asset Management: "The Romanian economy performed reasonably, and the global capital markets performed very well" ....

United States , Robert Burlan , Adrian Dudu , Fondul Proprietatea , Bucharest Stock Exchange , European Central Bank , Federal Reserve , Investment Management , Raiffeisen Asset Management , Earnings Ratio , Chief Investment , Deputy General Manager , Smart Beta , European Central , Chief Investment Officer , General Director , Patria Asset Management , Patria Asset , Stock Market ,