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.
Ahead of the upcoming reporting season, several negative factors dominate the markets. Tamás Menyhárt, Senior Fund Manager at Erste Asset Management, sums up the stock market year so far and shares his views on the further development.
The first half of the year on the financial markets was characterized by price declines in equities and bonds, rising inflation, and the war in Ukraine. What developments does Erste Asset Management expect for the second half of the year?
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.
For companies in the tourism and travel industry, this could mean a return to profitability despite staff shortages and higher fuel prices.
The World Economic Forum in Davos, Switzerland, focused on the topics of the Ukraine war, inflation, supply chain problems, food shortages and climate change. How do top politicians and leading economists assess the situation?
The financial markets started this week with high volatility. The US leading index S&P 500 suffered a loss of more than 2% since Monday, while the European index EuroStoxx 600 is almost 3% lower. What will we observe in the coming days?
After the Netflix share price crash: Are the golden days for streaming providers like Netflix and Amazon over? What new plans could inspire investors?
Drinking water is one of the earth’s limited resources. Water shortage can entail a variety of implications. On the occasion of World Water Day, Walter Hatak, Head of Responsible Investments at Erste Asset Management, analyzes the risks of water consumption.
What are the effects of the sanctions imposed on Russia on our funds? Interview with Alexandre Dimitrov, Senior Fund Manager with more than 20 years of experience and special field of expertise: equity markets Russia and CEE.
