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.
ARTICLES IN THE TOPIC “Equities”
Turkish economy on the road to normalization
After years of numerous hardships, the political and economic signs are changing in Turkey. Growth, which has returned this year despite high inflation and interest rates, is expected to continue in the coming years according to forecasts. International investors have also rediscovered the Turkish stock market.
Megatrends on the equity market
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.
Biotechnology shares ready to stage a comeback?
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.
Environmental equities – a good time to invest?
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.
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
Semiconductor Industry Picking up Speed Again: AI Chips Are Booming
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.
Miracle drug semaglutide: slim by injection
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.
Best of Charts: Beach Edition
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.
E-vehicles boom unbroken
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?