The indications that the inflation peak will be exceeded are growing. If the relationship between inflation surprises (upside) and asset prices (downside) were to hold, that would be, all other things being equal, good news for the financial market.
On Black Friday and Cyber Monday, many retailers traditionally draw shoppers with discounts and special offers. In view of high inflation and rising interest rates and their potential impact, the financial markets are looking particularly eagerly to the two big holiday shopping days this year.
The sustainability and ethical fund family of Erste Asset Management received several awards from the Forum für Nachhaltige Geldanlagen e.V. (FNG) this year. All 16 funds submitted by Erste AM received the FNG seal, the quality standard for sustainable investment funds in German-speaking countries.
So far this year, high inflation rates have been the driving factor on the financial markets. This could now change, as Chief Economist Gerhard Winzer writes. Disappointingly weak indicators of economic activity could now increasingly come into focus.
How are interest rates and future bond returns related? Why can the yield be higher than current interest rates? Our blog looks at the correlations in fixed-income investments.
The rise in inflation in the USA was recently lower than expected, which led to a significantly brighter mood on the markets. However, a favourable inflation report is not yet a trend, as Chief Economist Gerhard Winzer emphasises.
The EU Commission announced that certain activities involving nuclear power and natural gas will be included in the EU taxonomy. Small Modular Reactors are seen as an investment opportunity. How are energy suppliers and the financial sector dealing with this?
At the beginning of August, this year’s Tesla Annual General Meeting took place under the name “Cyber Roundup”. The number of shareholder proposals on environmental and social issues reached a new maximum this year.