Erste Asset Management Investment Blog

Erste Asset Management Investment Blog
The four seasons: when should I buy equities, Bitcoin, or gold?
The four seasons: when should I buy equities, Bitcoin, or gold?

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.

US elections: are the billions of investments in green technologies at risk?
US elections: are the billions of investments in green technologies at risk?

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?

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US elections: are the billions of investments in green technologies at risk?
US elections: are the billions of investments in green technologies at risk?

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?

Best of Charts: The road (in)to the White House
Best of Charts: The road (in)to the White House

Best of Charts: The road (in)to the White House

Three weeks before election day, the race for the White House is wide open: While Kamala Harris is ahead in the nationwide polls, Donald Trump is currently likely to be ahead in the crucial “swing states”. In any case, the economic situation and mood in the USA are likely to play an important role in the race for the presidency.

Know-How

Markets

Eastern Europe: Economies expected to outperform Euro Area
Eastern Europe: Economies expected to outperform Euro Area

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

Equities

Bonds