Erste Asset Management Investment Team
When the economy is well, people are well. But just how well is the economy going to be in the coming years? Some economists believe the idea that we will be entering a secular stagnation – or have already entered it – to be a realistic scenario. What does that mean?
For those brave enough to form long-term opinions about the world economy, one of the most important factors is China’s future role. Who are the key players and are we facing a new cold war soon?
There is no question that new technologies will play a crucial role in everyday life. Understanding the trend and taking a reasonable action from investment point of view requires to have specific knowledge and setup specific metrics.
You need a mixture of history, economics and politics to hear through the everyday noise and recognize the big trends of the future. In our new series, Erste AM’s investment team identifies those factors that will determine the next 10 years.