Erste Asset Management

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AI Boom Yields Strong Quarterly Gains for US Tech Giants
AI Boom Yields Strong Quarterly Gains for US Tech Giants

AI Boom Yields Strong Quarterly Gains for US Tech Giants

The topic of artificial intelligence continues to flourish on the stock market. The US chip company Nvidia recently attracted attention with another strong set of quarterly figures. How did the rest of the “Magnificent Seven” fare in the reporting season and what are the plans of the tech giants in the AI sector?

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
(c) Lian Yi Xinhua / Eyevine / picturedesk.com

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics

Last week, many high-ranking representatives from politics and business once again gathered in Davos, Switzerland, for the annual World Economic Forum. The most pressing topics were the use of AI, the climate crisis and geopolitical tensions. Meanwhile, central bankers made interesting statements on future interest rate policy.

Inflation, interest rates, markets: 10 topics for 2024
Inflation, interest rates, markets: 10 topics for 2024
(c) unsplash

Inflation, interest rates, markets: 10 topics for 2024

After the price rally at the end of last year, the markets started 2024 with price losses. The ongoing positive correlation between bonds and equities is striking. Both asset classes have fallen equally recently, which makes diversification in a portfolio more difficult. But the year has only just begun. We therefore take a look at 10 key topics for 2024 that could be helpful when putting together a portfolio.