The latest data suggests that US inflation is likely to remain at a higher level for longer than expected. This has recently put the bond markets under pressure and shows that the first challenges await the new head of the Federal Reserve, Kevin Warsh.
The US Federal Reserve has a new chairman in Kevin Warsh. While his predecessor Jerome Powell can look back on an eventful term in office, the change of chairman raises one question in particular: how will the Fed monetary policy change under Kevin Warsh?
Technology heavyweight Nvidia once again exceeded expectations with its quarterly figures. We spoke to fund manager Bernhard Ruttenstorfer about this and the current market phase in the AI race.
Since the beginning of the Iran conflict, the topics of energy independence and security of supply have been on everyone’s lips again. Renewable energies and environmental technologies can make a decisive contribution to this. This was also demonstrated at one of the most important industry meetings for renewable energies. Read more about this in the blog article by fund manager Alexander Weiss.
The world of investment has rarely been as diverse and at the same time as confusing as it is today. With so many investment opportunities, it is easy for private investors to lose track. But there are also simple and more attractive alternatives.
Brazil is caught between industrial strength and political disillusionment: while companies are setting technological standards and the economy is growing solidly, polarization and election fatigue are shaping the mood ahead of the landmark presidential elections in October. A report by fund manager Thomas Oposich.
Despite geopolitical tensions and rising inflation, the capital markets are proving resilient. Good US corporate earnings are supporting this trend. In this Discretionary Portfolio Management update, Gerald Stadlbauer explains why a balanced, risk-conscious investment strategy remains important.
Security is being redefined. Rising defense budgets, geopolitical tensions, and new digital threats from cyberattacks are making security a structural investment topic. Read our new blog post to learn what role cybersecurity plays in this and what it means for investors.
Although the extended ceasefire in the Iran conflict reduces short-term risks, the outlier risk for the economy and markets remains. Chief economist Gerhard Winzer explains in his weekly market commentary why potential energy shortages are becoming a key factor.
The Middle East conflict remains a key issue for global capital markets. Erste Group’s Group Chief Investment Office has analyzed the market implications in two scenarios. Read now!
With the outbreak of war in Iran, the rally in the price of gold has also stalled. Despite the geopolitical risks, the precious metal has recently been weak. However, there are a number of factors that could drive the gold price back into higher spheres, as portfolio manager Gabor Minarik analyzes in his article.
What distinguishes high-yield bonds and how do they differ from other bonds? We explain this in today’s blog post. You will also learn which funds investors can use to invest specifically in companies in the high-yield segment.
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?
For many investors, a fund savings plan is a useful way to build up capital over the long term. To make sure this works, our expert Johann Griener has 5 useful tips for getting over difficult market times.
Despite political headwinds, the outlook for sustainable investing is positive. Renewable energies are continuing to gain ground, but this trend is not yet fully reflected on the capital market. Read more in the blog post by Walter Hatak, Head of Responsible Investments.
Today’s World Environment Day focuses on environmental and climate protection under the slogan “Our Power, Our Planet.” Find out how we, as an active investor, are driving sustainable change in companies in today’s blog post.
Around 8.7 million different species live on Earth – and they all provide important “ecosystem services”. This is precisely why the protection of biodiversity is essential. In the area of engagement, this year we are focusing on the chemical and pharmaceutical industry and are making contact with one of the world’s largest corporations in this sector.
