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The German economy slipped into a technical recession in the first quarter. What does this mean for the largest economy in the euro zone and what is a technical recession?
LATEST CONTRIBUTIONS
“Brinkmanship” – Agreement on Debt Ceiling
The representatives of the Democrats and the Republicans have reached an agreement in the dispute over the debt ceiling in the USA. The cap of $31,400 billion is to be suspended until 2025. Subject to approval in the House of Representatives and Congress, the agreement is positive for the financial markets. However, another effect could weigh on the markets further down the line.
Investment View | May 2023
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
Fund savings plans: investing sustainable with “green” equities
If you have a long-term horizon when it comes to saving, you can lay the foundation for a comfortable capital stock with small, regular amounts – and invest in “green” topics at the same time.
Meager Growth
Global growth is likely to cool significantly in the second quarter. At the same time, recession risks remain uncomfortably high, as Chief Economist Gerhard Winzer writes in his market commentary. The further course of negotiations on the US debt ceiling is also likely to cause tension on the market.
A tale of two volatilities
The volatility of bonds has increased significantly and is clearly higher than that of equities. What are the reasons for this difference in development?
Know-How
Demystifying the greenness of funds
The taxonomy alignment of a fund is comparable to the nutritional information of food. Investors can thus find out transparently to what extent a fund invests in “green activities”. Find out more about taxonomy alignment and how we manage it in our funds in the blog post by Research Analyst Hebing Dong.
Markets
REPower EU – what’s behind it?
2022 was a game changer in energy policy. The European Union presented RePower EU, an ambitious programme for independence from fossil energy from Russia and for accelerating the energy transition. Fund manager Alexander Weiss explains in his blog post what goals the programme is pursuing and what has happened so far.
Sustainability
How our ESGenius App helps us to track engagements
With our self-developed “ESGenius” App, we can track and document our ESG activities such as engagements. Two current examples show how the app helps us improve our ESG performance.
Equities
ERSTE GREEN INVEST – with a tailwind towards energy transition
With the energy transition and the necessary ecologisation of the economy, “green technologies” are likely to remain one of the megatrends of the coming years. The ERSTE GREEN INVEST impact fund invests in precisely those companies whose business models could benefit from this megatrend.
Bonds
The forthcoming steepening of the term structure of interest rates: An investment case
How the yield curve of a bond looks depends on several factors. In his article, fund manager Tolgahan Memişoğlu explains what this means and why yield curves could become steeper again in the future.