Erste Asset Management Investment Blog

Erste Asset Management Investment Blog
Space industry hopes for new boom under Donald Trump
Space industry hopes for new boom under Donald Trump

Space industry hopes for new boom under Donald Trump

With Donald Trump in the White House, the private space industry is hoping for a new lease of life. Right at his inaugural address, Trump announced a manned mission to Mars. Many experts see the SpaceX group, led by Trump confidant Elon Musk, as naturally being in pole position for new government contracts. But other companies, such as Blue Origin, owned by Amazon founder Jeff Bezos, also want to get involved. Experts also see potential for the European space industry.

Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it
Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it

Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it

The Italian economy is stagnating – it has only recently returned to pre-crisis levels. Tight budgets, an uncertain political environment and an ageing population are hindering growth. High investments are expected to achieve the turnaround. On the bond market, investors are confident that this can be achieved.

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Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it
Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it

Bella Economia: Italy’s path to pre-crisis levels and what the “Superbonus” has to do with it

The Italian economy is stagnating – it has only recently returned to pre-crisis levels. Tight budgets, an uncertain political environment and an ageing population are hindering growth. High investments are expected to achieve the turnaround. On the bond market, investors are confident that this can be achieved.

Know-How

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