The day of the US election has arrived, bringing an end to a long, intense and exciting election campaign. What economic course could the US enter after the election and what impact can be expected on the country’s already high debt level?
LATEST CONTRIBUTIONS
Deficit spiraling out of control: French government plans drastic austerity program
The high deficit in the French national budget is forcing the new government to implement drastic austerity measures. Investors are keeping a close eye on the announced plans, as the tense financial situation has been noticeable on the stock market for some time.
The four seasons: when should I buy equities, Bitcoin, or gold?
Just as in nature, there are different seasons in the economy. This also has an influence on the stock markets – depending on the season, different asset classes such as equities, gold or bonds make sense. The good news for investors is that you don’t necessarily have to worry about the seasons; you can simply leave it to the experts.
Investment View | October 2024
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
US elections: are the billions of investments in green technologies at risk?
Two years ago, the USA initiated its energy transition with the Inflation Reduction Act. This was followed by billions in subsidies and investments in renewable energies. What will happen to the Act if Donald Trump makes a comeback to the White House? Is the “Green Rush” in danger of coming to an end?
Autumn on the stock markets will be anything but boring
Election campaign, interest rate turnaround, sluggish growth in Europe – there should be no sign of autumn fatigue on the stock markets. What will the coming (and certainly exciting) weeks bring for the markets and how can investors prepare for them?
Know-How
Decision to invest taken – what happens next?
As an investor, you will come across several parties or institutions in the fund selection and securities account opening process.
Markets
Eastern Europe: Economies expected to outperform Euro Area
Weakening growth in the eurozone has been an issue on the markets for some time now. In the Central and Eastern European countries, however, this is largely a non-issue. According to forecasts, the region is also likely to grow faster than the eurozone this year. Private consumption in particular has recently proved to be a growth driver. However, the tense situation in German industry is causing concern.
Sustainability
Microfinance: A journey through emerging Kenya
Kenya is one of the largest economies in sub-Saharan Africa and is currently the most heavily weighted country on the African continent in the ERSTE RESPONSIBLE MICROFINANCE fund. Fund manager Martin Cech therefore recently visited the country and a number of companies and microcredit borrowers.
Equities
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
Bonds
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.