Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
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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.
USA – a country is voting on its future
The day of the US election has arrived, bringing an end to a long, intense and exciting election campaign. What economic course could the US enter after the election and what impact can be expected on the country’s already high debt level?
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.
The four seasons: when should I buy equities, Bitcoin, or gold?
Just as in nature, there are different seasons in the economy. This also has an influence on the stock markets – depending on the season, different asset classes such as equities, gold or bonds make sense. The good news for investors is that you don’t necessarily have to worry about the seasons; you can simply leave it to the experts.
Investment View | October 2024
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.
US elections: are the billions of investments in green technologies at risk?
Two years ago, the USA initiated its energy transition with the Inflation Reduction Act. This was followed by billions in subsidies and investments in renewable energies. What will happen to the Act if Donald Trump makes a comeback to the White House? Is the “Green Rush” in danger of coming to an end?
Autumn on the stock markets will be anything but boring
Election campaign, interest rate turnaround, sluggish growth in Europe – there should be no sign of autumn fatigue on the stock markets. What will the coming (and certainly exciting) weeks bring for the markets and how can investors prepare for them?
Best of Charts: The road (in)to the White House
Three weeks before election day, the race for the White House is wide open: While Kamala Harris is ahead in the nationwide polls, Donald Trump is currently likely to be ahead in the crucial “swing states”. In any case, the economic situation and mood in the USA are likely to play an important role in the race for the presidency.
Who’s afraid of Donald Trump?
Election Day in the US is getting closer and closer: Who is afraid of a Donald Trump presidency again? How might the stock markets react to the election result? A high-level panel discussed this at this year’s Erste.Investment.Forum.