Search results for the keyword: election
After the election, Germany is facing a change of direction
After the election in Germany, a two-party coalition could quickly be formed under the leadership of the CDU politician Merz. After five years of economic stagnation, the potential for a change of course is there. The trend-setting German stock index (DAX) is rising.
Election in Germany: New government must lead the country out of the economic crisis
Following the premature end of the traffic light coalition, Germany will elect a new Bundestag in around a week’s time. The challenges for the future government are manifold. First and foremost, the weakening economy needs to be revitalised. We take a look at the real state of the EU’s former economic engine and what the parties have in store for the crisis.
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?
France and UK face economic policy decisions after elections
The recent elections in France and the UK have brought about a realignment of the political balance of power in both countries and thus also a new start for economic policy in the two major economies. What lies ahead for the two countries?
Europe’s Economy Faces Major Challenges After Parliament Elections
The European People’s Party (EPP) remained the strongest group in the EU Parliament in last Sunday’s EU elections. Right-wing populist parties made significant gains in many of the 27 EU member states. What impact will the election result have?
“Back to business” after the election in India?
The parliamentary elections in India, which will last 44 days, will begin in the coming days. The economically up-and-coming country has also recently become the most populous country in the world. What can we expect from the election and how could India develop afterwards?
Green technologies: US elections as showstopper?
The Inflation Reduction Act has triggered billions of dollars of investment in green technologies in the USA. Are the subsidies and tax breaks for renewable energies at risk in view of the upcoming US election? Clemens Klein, fund manager of ERSTE GREEN INVEST, provides some answers.
Best of Charts: Warm-up for the US election
The US presidential election in November is already casting its shadow. What impact could the outcome of the election have on share prices and how is the US economy performing in general.
US elections 2024: The United States and its debt
In 2024, all eyes on the financial markets are also focused on the US elections in November. After years of expansionary fiscal policy, the debt situation in the United States is also coming back into focus in the run-up to the elections. What are the political and economic implications of the growing budget deficit?
Capital markets outlook 2024: good opportunities in the US election year
After a difficult market year in 2022, many asset classes performed much better this year. The outlook for the coming year 2024 is also positive – the central banks’ turnaround in interest rates has brought about a return to normality on the bond market and, with the rise in yields, is also opening up new opportunities for investors. At the same time, the ongoing geopolitical tensions in particular pose a challenge. With the improved yield opportunities for bonds, mixed funds are also coming back into focus.
Surprise result in the Dutch elections
After around a year, the Dutch government under Prime Minister Rutte collapsed in the summer of 2023 due to disagreement over migration policy. It came as a surprise that long-serving Prime Minister Rutte decided not to stand again in the next elections. After more than thirteen years in office, making him the longest-serving prime minister […]
Parliamentary elections in Poland on Sunday – what comes afterwards?
Tension ahead of the parliamentary election in Poland next Sunday. Will there be a decision on the direction of politics and interest rate cuts?
Summer, sun & early election: Spain gets ready for a tight race
The Spanish economy is showing resilience, unlike other countries in the euro area. Now, however, the southern European country is preparing for early elections next weekend, with a tight race looming.
Elections in Greece – an end to the never ending story?
The Greek sovereign debt crisis is now more than 10 years old. Many observers saw this event as the starting point of a never-ending story. However, if one looks at the recent past, Greece convinced with positive aspects. Many see the upcoming parliamentary elections on May 21 as the last major obstacle to regaining the country’s investment grade rating.
Türkiye: President Erdogan Focuses on Economic Issues in Election Campaign
The hot phase of Turkey’s election campaign has begun, with parliamentary and presidential elections to be held simultaneously in the country on 14 May. In addition to the consequences of the earthquake disaster in early February, the Turkish citizens are also suffering from the massive inflation.
Bearish Stock Markets After Third-Term Re-Election of Chinese Head Of State Xi Jingping
Hands off Chinese equities? The confirmation of another term in office for China’s state and party leader Xi Jinping triggered a plunge in share prices on the Hong Kong and Shanghai stock exchanges. Equities Technology in particular came under pressure. What happens now?
Italy after the parliamentary elections: a path beset by obstacles
Italy has voted: The party “Fratelli d’Italia” around top candidate Giorgia Meloni was the election winner. The center-right alliance together with the parties “Lega” and “Forza Italia” achieved an absolute majority. What consequences could the election results have for the country, its economy and cooperation with the European Union?
Japan Faces Possible Monetary Policy Change Following Upper House Election
Prime Minister Fumio Kishida’s ruling LPD won a resounding victory in the upper house election. With a solid majority, Kishida could now initiate reforms in security and energy policy. In addition, the extremely loose monetary policy that has been in place for years is being put to the test.
France Presidential Elections: Second Voting Round between Macron and Le Pen
A tight race is shaping up in the run-off election for the French presidency in a fortnight. What concerns both candidates is the preservation of purchasing power and the high prices for oil and natural gas. How will the financial markets react to the election result?
Japan’s Prime Minister Kishida Promises Economic Stimulus Programmes to Combat Corona Crisis After Election Victory
The parliamentary elections in Japan confirmed Prime Minister Fumio Kishida’s pro-business course. Will the stock market gain new momentum?
German Bundestag election – decisions for the future
Germany is facing an exciting Bundestag election on 26 September 2021. The outcome is completely open, but it sets the course for economic policy. The successor of long-term Chancellor Angela Merkel will also influence decisions at European level.
DAX set to break all-time high thanks to economic recovery as election year autumn approaches
Germany has awakened from its pandemic “deep sleep”, and the economy is picking up speed in an election year. Investments related to the reduction of greenhouse gases could give a strong boost to innovative companies in the DAX and at European level.
US election campaign entering hot phase: decision in the midst of the crisis
In the midst of the corona crisis, following the first TV debate and US president Donald Trump’s infection with the corona virus, the race for the US presidential office enters its critical phase. In nationwide opinion polls, Democratic candidate Joe Biden is currently ahead of Republican incumbent Trump.
Tensions are rising in the run-up to the US elections
The US elections in November are not only important from a geopolitical perspective. The race between Joe Biden and Donald Trump for the presidency also influences events on the financial markets.
India-election: Government strengthened for upcoming challenges
In May, the general election in India brought a clear victory for former PM Modi. The Indian stock market increased almost continuously. Can the strong economic growth continue? More in our blog!
Turkey after the local elections
The local elections in Turkey had been built up by President Erdogan to be a test of his policies. What do the results mean for Turkey’s economy?
US Congressional election results
The outcome of the US Congressional election on Tuesday has caused some relief in the international financial markets. Read more about it in our blog.
Post-election Turkey – What’s next?
Has the political and economical backdrop improved as result of the election in Turkey? In our newest blog post we’re answering 7 of the most important questions.
Turkey´s astonishing rush to early elections
Amalia Ripfl, Senior Fundmanager explains Turkey´s rush to early elections: who profits and what does it mean for the equity market?
Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy
The economic environment for Italy remains challenging. The fundamental problem is the low economic growth. Although the composition of the future government is still unclear, the party programs imply a persistent reform deadlock.
Czech Presidential Election and the reaction of the markets
With both rounds of the Czech presidential election behind us, we can now take a look back at some of its highlights. Incumbent Milos Zeman reaped a narrow edge over his challenger Jiri Drahos.
Macron wins French elections
The elections are over. The next President of France will be Emmanuel Macron. This strengthens the camp of the liberal EU supporters. What does this result mean for the capital markets?
The impact of Donald Trump’s election victory
After a long campaign, the results of the US presidential election are in: Donald Trump will be the next President of the United States. In addition, the Republican Party has retained its majority in Congress. What are the repercussions for the global economy and the financial markets?
Japanese stock exchanges rally after Prime Minister wins elections
The Japanese equity market has been among the weakest ones in the year to date. At -15% (as of 12 July 2016; source: Bloomberg), the Nikkei index is one of the worst performers. For euro investors, the bottom line is not as abysmal: adjusting the loss for the development of the Japanese yen vis-à-vis the […]
What ratios are relevant in the selection of equity sectors?
Shares (equities) are classified, among other criteria, according to sectors, e.g. healthcare, consumer goods, energy etc. Shareholders pursue different approaches when it comes to the classification process. In this report we follow the methodology of MSCI, a US financial service provider that offers international equity indices and risk analyses.
Turkish Elections Update
With the current outcome, the uncertainties in Turkish economies are off the table. AKP (governing party Justice and Development) will now have 316 seats in the parliament. This is enough to form a single party government, still, it falls short of constitutional majority – the most market friendly outcome. There will be a positive sentiment […]
Turkish Elections Round Two
Turkish early elections to be held on 1 November, 2015; and once more, the market is waiting for a positive outcome. Neither the country nor the market has more tolerance to absorb any further political uncertainty; however, the election outcome may not be too different from the results back in June 2015. Nevertheless, this time […]
Could the outcome of Turkish parliamentary elections lead to increased volatility?
The upcoming parliamentary elections on Sunday in Turkey could force Erdogan to postpone his plan for a new constitution and could lead to new political leaders in the Ministry of Finance and the Ministry of Economics. This would trigger an increase in uncertainty and consequently a higher degree of volatility for the Turkish Lira and […]
Eastern Europe’s economy showing good growth – trade conflict remains a risk factor
Despite geopolitical tensions and trade risks, Eastern Europe remains on track for growth. Read today’s blog post to find out why Poland is performing particularly well, what role the investment program in Germany and the war in Ukraine are playing, and which markets could be promising.
US draft budget: “The rules of the game for renewable forms of energy are changing”
The recently published US budget draft also contains interesting passages on the future of the Inflation Reduction Act and the associated subsidies for renewable energies. In an interview, environmental equity fund manager Alexander Weiss explains what the draft means for investors and why the market reacted positively to it.
International Monetary Fund/World Bank Group Spring Meetings 2025
At this year’s spring meeting of the International Monetary Fund and the World Bank, US tariffs were the dominant topic.
Central banks at odds: How are Fed and ECB reacting to the trade conflict?
Trump’s customs policy and the trade conflict also pose new challenges for central banks. However, while the ECB has room to cut interest rates in order to support the economy, the Fed must exercise caution in the USA. Higher tariffs also threaten to push up inflation again.
However, US President Donald Trump does not like the Fed’s course at all. His attacks on Fed Chairman Jerome Powell are fuelling concerns about the central bank’s independence. Even though Trump has recently backed down slightly, his comments are once again unsettling the markets.
Environmental stocks: How is the sector faring in the current volatile environment?
The first quarter had a few surprises in store for the markets. The US tariff announcements shook the markets to the core and caused a volatile stock market environment. The environmental technology sector was not spared either. What is the outlook for the sector? We asked fund managers Clemens Klein and Alexander Weiß in a double interview.
Stock markets react volatile to tariff pause: what happens next?
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
Turkish financial markets temporarily under pressure following political turbulence
The Turkish stock market has been turbulent recently: the arrest of Istanbul mayor Ekrem Imamoglu caused massive uncertainty. What does the political unrest mean for the Turkish economy and the Istanbul stock exchange?
China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
China’s government wants to get the country’s stagnating economy back on track and is preparing for a trade dispute with the US. Under the motto “Made in China 2025,” the goal is to achieve growth of 5 percent. The focus is on key industries: Did you know that China has become the global market leader in renewable energies and produces by far the most electric cars worldwide?
Read more about this and investment opportunities with funds in our blog.
Trump on fire!
Donald Trump is getting serious and imposing temporary tariffs on his major trading partners. He is also escalating the war in Ukraine and increasing the pressure on Europe, which will hopefully soon be galvanized into unity with a new German Bundestag.
Winzer of the week: It’s getting more extreme
The new tariffs imposed by the US government and the reactions from Mexico, Canada and China make a trade war more likely. At the same time, the US economy is showing the first signs of weakening. All of this could mean a headwind for the financial markets.
Get Flexible – YOU INVEST funds are starting up again
From March, the YOU INVEST funds will be gradually reorganized. With the renaming to YOU INVEST FLEXIBLE, the funds will not only have a new name but also a more flexible investment strategy and new opportunities through additional diversified sub-funds in which the funds of the YOU INVEST family can invest from the realignment onwards. You can find all the information on the changeover in today’s blog post 👉
Investment View | February 2025
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.