The decline in crude oil prices has led to a trend reversal in the energy market this year: while many power companies have recently raised their profit forecasts, the major oil companies suffered massively from the recent drop in crude oil prices. Meanwhile, in the effort to reach climate targets, the trend toward renewable energies continues unabate
ARTICLES IN THE TOPIC “Markets”
Microfinance – Fund Manager Martin Cech on an investor trip to Uzbekistan (Part II)
Microfinance fund manager Martin Cech recently went on an investor trip to Uzbekistan. While he wrote about the banks and microfinance institutions he visited in the first part of his travel report, he describes his impressions of the visits to some borrowers in the second part.
How high do key interest rates still climb?
Both the European Central Bank and the Federal Reserve in the USA raised the key interest rate by 25 basis points last week. However, both central banks signalled that the end of the cycle is near – or may even have already been reached after the recent rate hikes.
Microfinance – Fund Manager Martin Cech on an investor trip to Uzbekistan (Part I)
Martin Cech, fund manager of ERSTE RESPONSIBLE MICROFINANCE, visited a number of banks and microfinance institutions from the fund’s portfolio during an investor trip to Uzbekistan. He reports on his impressions in the blog post.
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.
Summer, sun & early election: Spain gets ready for a tight race
The Spanish economy is showing resilience, unlike other countries in the euro area. Now, however, the southern European country is preparing for early elections next weekend, with a tight race looming.
Immaculate disinflation: Is that possible?
Can price stability, i.e. inflation of 2%, be achieved without a recession? The further decline in inflation in the US in June has raised expectations for this favourable scenario. However, a look in the rear-view mirror calls for caution. In the past, a central bank-induced decline in inflation has often been accompanied by a recession.
Recession, inflation, key interest rates: Economic outlook for the second half of the year
The feared recession has so far failed to materialise and inflation is also falling. Nevertheless, the risks remain on the downside. What could be in store for the markets in the second half of the year?
Benefit from the megatrend Artificial Intelligence with equities
The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.
Fight against inflation: Monetary policy remains restrictive
Central banks remain on a restrictive course and hold out the prospect of further key interest rate hikes. Although there are some signs of a further decline in inflation, it is falling more slowly than expected. You can read where the journey could lead in the blog post.