Microfinance funds have become more popular with investors in recent years, complementing equities, bonds, real estate, precious metals, and commodities. Such funds invest in microloans that help people in emerging markets to secure their subsistence. At the same time, they pay a yield, as fund manager Martin Cech explains.
Germany’s first federal government coalition of the Social Democratic Party (SPD), the Free Democratic Party (FDP) and the Green Party – called the “traffic light” coalition for the parties’ traditional colours – has now been in office for just under two weeks and is starting its planned renewal programme at the most difficult time imaginable. The train towards climate protection and renewable energies is picking up speed.
Just when it looked like a quiet end to the year on the stock markets, the emergence of Omicron shook investor confidence and led to a sell-off lasting several days. How has market optimism evolved since then? Our stock expert Tamás Menyhárt gives an outlook.
At 5.2% y/y, consumer price inflation for the OECD region reached the highest value in October since 1997. Has inflation peaked, or are we at the outset of a sustained period of high inflation?
On November 26, the traditional “Black Friday“ of discount deals in the US and many other countries officially kicks off the immensely important Christmas shopping season for many industries. However, with the trend towards online shopping accelerating with the Corona pandemic, how will this turn out this year?
The global view on inflation has turned completely since Spring 2020. While low inflation has been an issue between the Great Financial Crisis and the start of the pandemic, multi-year-highs in inflation were reached in Spring 2021. What will happen next?
US companies have recorded high earnings and sales growth, as reflected in the drastic increase in share prices.
Fund manager Felix Dornaus attended the autumn meeting of the International Monetary Fund and the World Bank. His impressions of the outlook for emerging markets summed up here.
For a long time, the ESG sceptics could not really be heard in all the noise around the megatrend that sustainability has become in recent years across all sectors. There is hardly a corporate strategy in sight that does not bring up sustainability, hardly a lifestyle product that does not come with a planted tree pledge when you are buying it.
On the occasion of the climate conference in Glasgow, Erste Asset Management and the environmental protection organization WWF Austria draw attention to the urgency of quick decisions and huge climate protection investments.
