Erste Asset Management Investment Blog

THIS AUTHOR'S POSTS

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.

How can I as an investor benefit optimally from structural changes?
How can I as an investor benefit optimally from structural changes?
(c) pexels

How can I as an investor benefit optimally from structural changes?

Megatrends are long-term developments that not only change the financial markets, but also global economic and social life. As an investor, you can benefit from these trends, especially with a long-term investment horizon, provided you are aware of the risks and opportunities of such a strategy. Find out which structural changes could shape the markets in the future and thus offer opportunities for investors in the blog post.

Stagflation – a serious risk scenario
Stagflation – a serious risk scenario
(c) christine-roy-unsplash

Stagflation – a serious risk scenario

In recent months, the risk of stagflation (the simultaneous occurrence of economic stagnation and inflation) has increased. Without the pandemic, output would be higher and inflation lower: bottlenecks in production and logistics have slowed economic activity and caused prices in the goods sector to rise sharply.