Of all the sectors covered by Broker Consulting’s mutual fund indexes, only real estate showed any growth in February. “Developments on the markets were influenced primarily by macroeconomic data, which was mixed in character,” says the company’s chief analyst Martin Novak. “On the one hand, the reduced risk of a recession in the USA improved the mood on markets. But inflation numbers had a negative impact because they suggest it will be necessary to repress inflation for longer than expected.” Broker Consulting tracks stock funds, bond funds, as well as money market, commodity and real estate runds. Its . . .
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