The recent confrontation between the USA and China in the areas of trade and currency management triggered temporary losses for risky asset classes such as equities. Are the negative implications of an ongoing USA-China conflict strong enough to set off a decline or even a recession?
The hard brexit is described as the most economically unfavorable outcome. First effects can be seen with the Pound.
Adjusted for inflation, the moon landing cost far more than USD 100 bn by today’s standards. Nowadays the influence of private companies is skyrocketing. They are not just suppliers, but market leaders for many aspects.
Equity fund manager Clemens Klein is interviewed about promising new environmental technologies and explains what investing in renewable forms of energy can do to help the environment.
At the beginning of July, important stock market indices reached new all time highs. How will economic growth continue & in which asset classes does Erste Asset Management see the best investment opportunities?
Why the trade war with the US does not mean the end of the development story and what speaks for the continuation of China’s growth story.