2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.
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A glance at history shows that it is not unheard of for a state to go bankrupt. How does an entire country actually go bankrupt, what are the consequences and how do you react to this in fund management? Fund manager Felix Dornaus explains this in his blog post.
After almost 3,000 IPOs worldwide in 2021, the number of IPOs has fallen in the past three years. This could change again in 2025, when some companies, primarily from the tech industry, are likely to venture onto the trading floor next year. In today’s blog post, we explain what these companies are and what an IPO actually means for a company.
Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
First, Donald Trump’s victory in the US presidential election, and then the end of the coalition government: What does the German economy have to look forward to? Experts see major challenges ahead for the world’s fourth-largest economy. However, the upcoming elections also offer the potential for a fresh start. In today’s blog post, we discuss what this could look like.
The day of the US election has arrived, bringing an end to a long, intense and exciting election campaign. What economic course could the US enter after the election and what impact can be expected on the country’s already high debt level?
The high deficit in the French national budget is forcing the new government to implement drastic austerity measures. Investors are keeping a close eye on the announced plans, as the tense financial situation has been noticeable on the stock market for some time.
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.
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?
Election campaign, interest rate turnaround, sluggish growth in Europe – there should be no sign of autumn fatigue on the stock markets. What will the coming (and certainly exciting) weeks bring for the markets and how can investors prepare for them?
