The war in Ukraine is also a watershed in terms of European defense policy. In view of the EU’s planned social taxonomy, the question now arises as to what extent the defense industry’s contribution to national security and peace can be considered sustainable.
The Inflation Reduction Act recently passed by the US Senate is intended to get the USA back on track in terms of climate protection. By 2030, 369 billion US dollars are to flow into renewable energies through various channels.
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.
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?
Due to the rapid rise in yields, almost all types of bonds have suffered significant price losses since the beginning of the year. But now you have the chance to take advantage of the higher yield level. Find out the best way to do this in today’s blog.
After the oil price climbed to its highest level since 2008 in the previous week, the countries want to end their dependence on Russian oil and natural gas supplies.
We have seen some extraordinary years speaking about equity and multi asset performance. Interest rates were low, volatility – representing the average daily price changes – was comparably low. What is the situation today?
Italy is about to elect a new president of state. The election that will be held from 24 January 2022 in several ballots is going to determine the successor of the current, 80-year old President Sergio Mattarella, whose mandate expires in February 2022. This was announced by the president of the chamber of deputies of […]
We are now into the third year of the pandemic. Since the spring 2020 collapse, economic activity and markets have shown exceptional resilience. This is not to be taken for granted. After all, the list of potential negative influences (“challenges”) is long.
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.
