Erste Asset Management Investment Blog

945 results found

LATEST CONTRIBUTIONS

The four seasons: when should I buy equities, Bitcoin, or gold?
The four seasons: when should I buy equities, Bitcoin, or gold?

The four seasons: when should I buy equities, Bitcoin, or gold?

Just as in nature, there are different seasons in the economy. This also has an influence on the stock markets – depending on the season, different asset classes such as equities, gold or bonds make sense. The good news for investors is that you don’t necessarily have to worry about the seasons; you can simply leave it to the experts.

US elections: are the billions of investments in green technologies at risk?
US elections: are the billions of investments in green technologies at risk?

US elections: are the billions of investments in green technologies at risk?

Two years ago, the USA initiated its energy transition with the Inflation Reduction Act. This was followed by billions in subsidies and investments in renewable energies. What will happen to the Act if Donald Trump makes a comeback to the White House? Is the “Green Rush” in danger of coming to an end?

Best of Charts: The road (in)to the White House
Best of Charts: The road (in)to the White House

Best of Charts: The road (in)to the White House

Three weeks before election day, the race for the White House is wide open: While Kamala Harris is ahead in the nationwide polls, Donald Trump is currently likely to be ahead in the crucial “swing states”. In any case, the economic situation and mood in the USA are likely to play an important role in the race for the presidency.

Strong US labor market report: just an outlier?
Strong US labor market report: just an outlier?

Strong US labor market report: just an outlier?

In September, the US labor market performed surprisingly well, with significantly more new jobs created than expected. This has pushed back concerns about an impending recession, which is positive for the financial markets. Was the strong labor market report just an outlier, or is the US Federal Reserve perhaps on the right track to achieving the hoped-for “soft landing”?

Tense situation in the Middle East: Will oil prices rise again?
Tense situation in the Middle East: Will oil prices rise again?
(c) Khalil Dawood Xinhua / Eyevine / picturedesk.com

Tense situation in the Middle East: Will oil prices rise again?

Oil prices have fallen significantly in the year to date, which also had a noticeable dampening effect on inflation. However, this could change with the further escalation in the Middle East. Following the Iranian missile attack on Israel, Prime Minister Netanyahu announced retaliation.