Ahead of the upcoming interest rate decision by the Federal Reserve, a number of economic indicators point to increasing risks of growth or recession. There are also uncertainties regarding the further development of inflation and the effectiveness of monetary policy measures.
For this year, experts at the Vienna Institute for International Economic Studies (WIIW) expect economic growth of 3.3% on average for the EU members in Central, Eastern and Southeastern Europe.
Gerhard Winzer, Chief Economist at Erste Asset Management, provides an overview of recent economic developments and explains, among other things, what structural problems the euro is facing.
Prime Minister Fumio Kishida’s ruling LPD won a resounding victory in the upper house election. With a solid majority, Kishida could now initiate reforms in security and energy policy. In addition, the extremely loose monetary policy that has been in place for years is being put to the test.
Gerhard Beulig, Senior Fund Manager at Erste Asset Management, answers the most important questions about the reorganization of the YOU INVEST funds.
Ahead of the upcoming reporting season, several negative factors dominate the markets. Tamás Menyhárt, Senior Fund Manager at Erste Asset Management, sums up the stock market year so far and shares his views on the further development.
The first half of the year on the financial markets was characterized by price declines in equities and bonds, rising inflation, and the war in Ukraine. What developments does Erste Asset Management expect for the second half of the year?
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.
Since the beginning of the year, the bond markets have been in a bear market. What are the implications for the economy? Erste Asset Management Chief Economist Gerhard Winzer analyzes three models in relation to the development of inflation and their implications.
For companies in the tourism and travel industry, this could mean a return to profitability despite staff shortages and higher fuel prices.
