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.
Megatrends are long-term developments that have the potential to decisively change various industries and markets. We explain how investors can participate in these developments.
In the first half of 2023, growth shares – and as such, also the biotechnology sector – came under pressure as investors were pivoting towards value shares. But the signs are changing. The possible high in interest rates in Europe and the USA could boost biotech shares again, as ERSTE STOCK BIOTEC fund manager Harald Kober explains in an interview.
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy equities than on assets from other sectors. Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, explains in an interview why this is the case, why environmental shares remain very attractive, and why this could even be a good time to enter the market.
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
After a period of declining sales, the semiconductor industry is expected to get back on track and return to growth in 2024. In particular, chips developed specifically for AI applications are a big driver of the boom.
Originally, the Danish company Novo Nordisk wanted to develop Semaglutid as a drug for diabetes 2 patients. However, the appetite-reducing effect of the drug soon became apparent, making semaglutide a miracle cure for obesity. While Novo Nordisk’s share price has risen significantly since then, possible side effects of the drug are now also being examined.
The stock markets are also usually a little quieter during the summer months. Many market participants take a break due to holidays and the general activity decreases. In any case, a look at some important charts indicates that no nasty surprises are to be expected during the holidays.
The automotive industry is slowly regaining momentum after the pandemic and supply bottlenecks. E-Vehicles are experiencing a real boom. How can you profit as an investor?
The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.