Aktuelle Marktinfos und Expertenmeinungen đđđ
What’s happening on the stock markets? Which sectors and trends are currently popular on the market? Where is the global economy heading, and how are the latest economic developments affecting share prices? Here, our experts and fund managers provide answers to the most pressing questions for investors đ
The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies â but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.
Following the tariffs shock and the accompanying market turmoil, the deferral of said tariffs has led to a surprisingly rapid upturn on the equity markets. That being said, uncertainty remains high, even though the US reporting season has been positive so far. Read more in the market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.
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 â 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.
At the World Economic Forum in Davos, topics from business, politics and science were discussed. However, climate protection received the most attention. How is the global economy doing?
And what is the outlook for 2020?
The reporting season with the largest US banks started on Wall Street last week. Their results give a good impression of how the previous year went and what trends can be identified for this year.
After the strong stock market year 2019, the chances are good for further price gains on the Moscow stock exchange. The extremely low valuation of the shares and the high payout rates make Russian shares one of the most attractive stock market segments. Read more in the interview with ERSTE STOCK RUSSIA fund manager Alexandre Dimitrov.
Our 2019 stock market review: for investors around the world, 2019 was by and large a continuation of the previous year: the trade dispute between the US and China and the back and forth over Brexit remained the dominant topics.
Thanksgiving, Black Friday and Cyber Monday are considered to be the weeks with the highest retail sales. How can investors benefit from the US Christmas business?
Only a few weeks left and then 2019 is history. Thanks to booming stock exchanges and yet another increase in bond prices. Investors can look back on a pleasing balance sheet.
Against the background of the initial public offering of Saudi Aramco, the international energy agency predicts a robust demand for oil by 2025. Thereafter demand-dynamics will decline sharply due to increase in energy-efficient vehicles.
The recovery of the world economy has become more likely: First AM chief economist Gerhard Winzer gives an outlook on whether the trend reversal is done.
The FT Nordic Investor Outlook 2019 was dedicated to the topic âAgile Investment in Uncertain Marketsâ. High caliber speakers were discussing China, ESG and Brexit.
The Turkish invasion in northern Syria and the conflict surrounding it with the USA put the lira under renewed pressure, raising concerns about the Turkish economyâs recovery.
In the previous week crude oil prices have been the highest since 1991. How is the struggle for stable prices on the oil market going? First AM resource expert Alexander Weiss explains the current situation.
New smartphones will dominate the international radio exhibition in Berlin until the middle of this week. What does the current market look like & what does that mean for technology stocks?
The developments surrounding the election in Argentina & presidential challenger Alberto Fernandez are currently frightening investors. Are we looking at a “default”? Our fund manager Felix Dornaus analyzes the situation.
The recent confrontation between the USA and China in the areas of trade and currency management triggered temporary losses for risky asset classes such as equities. Are the negative implications of an ongoing USA-China conflict strong enough to set off a decline or even a recession?
Adjusted for inflation, the moon landing cost far more than USD 100Â bn by today’s standards. Nowadays the influence of private companies is skyrocketing. They are not just suppliers, but market leaders for many aspects.
Equity fund manager Clemens Klein is interviewed about promising new environmental technologies and explains what investing in renewable forms of energy can do to help the environment.
At the beginning of July, important stock market indices reached new all time highs. How will economic growth continue & in which asset classes does Erste Asset Management see the best investment opportunities?
Many asset classes recorded significant gains. At the same time, the falling tendency of numerous economic indicators has suggested a slowdown in GDP growth. How do these two go together?
After 20 years of negotiation the EU and the South American trade bloc Mercosur announced the formation of the world’s largest free trade zone. The agreement is controversial.
After the victory of opposition politician Ekrem Imamoglu in the mayoral elections in Istanbul, hope is spreading. Alexandre Dimitrov, fund manager of ESPA STOCK ISTANBUL, explains Turkey’s chances for an economic turnaround.
India has been one of the fastest growing economies in the world for several years. Can it step out of China’s shadow or will it stay only a contender?
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!
The US and Europe are the two most important equity markets worldwide. In our article, we present 6 charts that show the difference between the European and US stock markets.
Japan is currently on several levels in the spell of US President Donald Trump’s trade policy. Will there be a free trade agreement soon and what would such an agreement mean for the Japanese economy?
After a strong setback in December 2018, technology stocks made a brilliant comeback in the first four months of this year. ESPA STOCK TECHNO fund manager Bernhard Ruttenstorfer explains the reasons for the new price appreciation, from which the technology sector benefits and what must be considered when investing.
Croatia has finally received the long-awaited investment grade rating. What’s next? Our senior fund manager Ivana Kunstek answers the most important questions.
China accounts for just under 16% of world gross domestic product, making it the second largest economy in the world. Can this success story be continued – what speaks for and what against it?
When share prices rise on the stock markets, investors are happy. How do dividend stocks work and what’s in it? In our blog post we give an overview of the main features of dividends.
The trade war between China and the USA reaches a new stage. With the announcement by US President Trump threatening to raise the penalty for Chinese imports to 25 percent, the fronts seem hardened. Will there be an early resolution of the trade dispute and what does a further escalation mean for the global economy?
A US stock exchange peaked in the reporting season last week. In any case the first quarter was already doing exceptionally well. Whether and how long this pace can be maintained is questionable. Will the current phase on the US stock exchanges soon be nearing its end?
The IMF Spring Meetings of the International Monetary Fund in Washington hosts events for emerging market investors. Our senior fund manager Felix Dornaus was there & reports on his most important impressions.
What has the financial crisis shown us and what lessons have policy makers learned about “too big to fail”? The Deutsche Bank Commerzbank merger offers a lot of conversation points.
The countries of Central, Eastern and Southeastern Europe are among the most important economic growth markets for Europe. How are the prospects for next year?
“The search for returns continues” – What were the latest developments and what are the yields like?
Fund manager Bernd Stampfl gives the answers to the most important questions.
Current situation on the oil market – in the previous week oil prices have been rising for four months.
There is currently a surge but how is the struggle for stable oil prices going? Interested ? Read on here.
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager PĂŠter Varga answers the most important questions.
The US economy has developed very solidly since the financial crisis. The current expansion could soon become the longest in US history.
Currently the US remains strong but the key question is: Will it continue? Read on here!
The majority of economic indicators point to a slowdown in global real economic growth.
How will this dichotomy between the market and the economic environment be resolved and will there be a stabilization?
The European media has been paying attention to unorthodox economic policies in Hungary for years, supporting or opposing them depending where they stand on the political spectrum. At the same time Hungarian decision makers always stress they represent normality. Nowadays the question is: should we finally expect both monetary and fiscal policy normalization in the following years?
US President Trump postponed the deadline for new tariffs on imports from China. The key question is: Will there be an early resolution of the trade dispute between the US and China?
