Erste Asset Management Investment Blog

Erste Asset Management Investment Blog
Traffic light coalition stop – fast lane or reform logjam in Germany?
Traffic light coalition stop – fast lane or reform logjam in Germany?
(c) Hannes P Albert / dpa / picturedesk.com

Traffic light coalition stop – fast lane or reform logjam in Germany?

First, Donald Trump’s victory in the US presidential election, and then the end of the coalition government: What does the German economy have to look forward to? Experts see major challenges ahead for the world’s fourth-largest economy. However, the upcoming elections also offer the potential for a fresh start. In today’s blog post, we discuss what this could look like.

Deficit spiraling out of control: French government plans drastic austerity program
Deficit spiraling out of control: French government plans drastic austerity program

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.

LATEST CONTRIBUTIONS

Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions

Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions

The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.

The ethical business case: What is the case for ESG?
The ethical business case: What is the case for ESG?

The ethical business case: What is the case for ESG?

Climate protection has long since arrived in the financial industry. Even though there has recently been political headwind for ESG in some countries, the topic remains important for investors. This is because taking sustainability factors into account makes sense for companies in a number of ways. You can find out more about this in the article.

Market outlook 2025: what opportunities and challenges we can expect for next year
Market outlook 2025: what opportunities and challenges we can expect for next year

Market outlook 2025: what opportunities and challenges we can expect for next year

2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.

Translated with DeepL.com (free version)

Know-How

Markets

Market outlook 2025: what opportunities and challenges we can expect for next year
Market outlook 2025: what opportunities and challenges we can expect for next year

Market outlook 2025: what opportunities and challenges we can expect for next year

2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.

Translated with DeepL.com (free version)

Sustainability

The ethical business case: What is the case for ESG?
The ethical business case: What is the case for ESG?

The ethical business case: What is the case for ESG?

Climate protection has long since arrived in the financial industry. Even though there has recently been political headwind for ESG in some countries, the topic remains important for investors. This is because taking sustainability factors into account makes sense for companies in a number of ways. You can find out more about this in the article.

Equities

Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions
Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions

Pharmaceutical Companies Increase Sales, Focus on Innovation and Acquisitions

The pharmaceutical industry was able to further increase its sales in the last quarter. The biggest players in the sector are relying on acquisitions and innovations – including the increased use of AI. However, things could get more uncomfortable for pharmaceutical companies in the US market: the future US Secretary of Health and Human Services, Rober F. Kennedy Jr., is considered a critic of the industry and has already spoken out in favor of capping drug prices.

Bonds