Erste Asset Management Investment Blog

581 results for the topic "Markets"

ARTICLES IN THE TOPIC “Markets”

Engagement and voting – worth our while?
Engagement and voting – worth our while?

Engagement and voting – worth our while?

Dialogue with management and the active exercise of voting rights are intended to encourage companies to operate in a more environmentally friendly and socially responsible manner – engagement & voting is the keyword. But what are the benefits of these measures? An overview of scientific studies on this topic provides interesting results.

Market commentary: What will the second half of 2024 bring?
Market commentary: What will the second half of 2024 bring?

Market commentary: What will the second half of 2024 bring?

The second half of 2024 has already kicked off on the financial markets – but what can investors expect from it? After expectations of interest rate cuts in the US were pushed back further and further in the first half of the year, the scope for the US Federal Reserve could increase again in the remainder of the year. The main focus is likely to be on upcoming political decisions – which could also lead to greater fluctuations.

France and UK face economic policy decisions after elections
France and UK face economic policy decisions after elections
(c) PASCAL ROSSIGNOL / REUTERS / picturedesk.com

France and UK face economic policy decisions after elections

The recent elections in France and the UK have brought about a realignment of the political balance of power in both countries and thus also a new start for economic policy in the two major economies. What lies ahead for the two countries?

Market update: Economists see Germany economy regaining momentum
Market update: Economists see Germany economy regaining momentum

Market update: Economists see Germany economy regaining momentum

In football, things have been going well for the European Championship host country Germany recently with its place in the round of 16, but the economy has been in the doldrums in recent quarters. According to leading economists, this could now change. Positive signals from industry and private consumption indicate that the German economy is regaining momentum.

Nationalist forces strengthened in the EU: what could be the consequences?
Nationalist forces strengthened in the EU: what could be the consequences?
(c) LUDOVIC MARIN / AFP / picturedesk.com

Nationalist forces strengthened in the EU: what could be the consequences?

In the EU parliamentary elections, right-wing parties made significant gains in some major countries. In France, early elections are now on the cards following President Macron’s defeat. What possible effects could a shift to the right have in the EU?

Europe’s Economy Faces Major Challenges After Parliament Elections
Europe’s Economy Faces Major Challenges After Parliament Elections
(c) Unsplash / Jonas Horsch

Europe’s Economy Faces Major Challenges After Parliament Elections

The European People’s Party (EPP) remained the strongest group in the EU Parliament in last Sunday’s EU elections. Right-wing populist parties made significant gains in many of the 27 EU member states. What impact will the election result have?

ECB interest rate policy: First rate cut, and then?
ECB interest rate policy: First rate cut, and then?
(c) Arne Dedert / dpa / picturedesk.com

ECB interest rate policy: First rate cut, and then?

The European Central Bank is likely to cut its key interest rate tomorrow for the first time since the interest rate turnaround in 2022. But what comes next? Will the first cut herald a series of interest rate cuts or will the monetary guardians remain cautious? Chief economist Gerhard Winzer takes a look at the ECB’s possible future interest rate policy.