In the first half of 2023, growth shares – and as such, also the biotechnology sector – came under pressure as investors were pivoting towards value shares. But the signs are changing. The possible high in interest rates in Europe and the USA could boost biotech shares again, as ERSTE STOCK BIOTEC fund manager Harald Kober explains in an interview.
Inflation in the Eurozone is expected to fall further. According to initial estimates, the inflation rate fell more sharply than expected in August. With a view to the next ECB interest rate decision at the end of October, the question now arises: Do interest rate hikes now come to an end?
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy equities than on assets from other sectors. Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, explains in an interview why this is the case, why environmental shares remain very attractive, and why this could even be a good time to enter the market.
The stock markets have recently come under pressure due to several factors. Both the higher dollar exchange rate and the higher oil prices and yields on the bond market are weighing on prices. Chief economist Gerhard Winzer assesses the current situation in his blog article.
Oil prices have been rising steeply for several weeks. The prices of the most important oil companies have also risen. How can investors profit?
The European Central Bank has raised the key interest rates probably for the last time in this interest rate cycle. But the rising oil price poses a risk that the ECB has only taken a pause.
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
Once again it’s all about interest rates this week. Will the ECB take a break this time and leave key interest rates unchanged? There is a lot to be said for it.
After a period of declining sales, the semiconductor industry is expected to get back on track and return to growth in 2024. In particular, chips developed specifically for AI applications are a big driver of the boom.
How do I choose corporate bonds for my investment? In the current blog article, our expert Johann Griener gives an insight into the currently achievable yields of different credit rating segments. He also explains the spread that can be achieved with corporate bonds.
