Erste Asset Management Investment Blog

Erste Asset Management Investment Blog
Traffic light coalition stop – fast lane or reform logjam in Germany?
Traffic light coalition stop – fast lane or reform logjam in Germany?
(c) Hannes P Albert / dpa / picturedesk.com

Traffic light coalition stop – fast lane or reform logjam in Germany?

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.

Deficit spiraling out of control: French government plans drastic austerity program
Deficit spiraling out of control: French government plans drastic austerity program

Deficit spiraling out of control: French government plans drastic austerity program

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.

The four seasons: when should I buy equities, Bitcoin, or gold?
The four seasons: when should I buy equities, Bitcoin, or gold?

The four seasons: when should I buy equities, Bitcoin, or gold?

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.

NEUESTE BEITRÄGE

Going public: These companies might be floated on the stock exchange in 2025
Going public: These companies might be floated on the stock exchange in 2025

Going public: These companies might be floated on the stock exchange in 2025

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.

Deficit spiraling out of control: French government plans drastic austerity program
Deficit spiraling out of control: French government plans drastic austerity program

Deficit spiraling out of control: French government plans drastic austerity program

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.

The four seasons: when should I buy equities, Bitcoin, or gold?
The four seasons: when should I buy equities, Bitcoin, or gold?

The four seasons: when should I buy equities, Bitcoin, or gold?

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.

Know-How

Markets

Eastern Europe: Economies expected to outperform Euro Area
Eastern Europe: Economies expected to outperform Euro Area

Eastern Europe: Economies expected to outperform Euro Area

Weakening growth in the eurozone has been an issue on the markets for some time now. In the Central and Eastern European countries, however, this is largely a non-issue. According to forecasts, the region is also likely to grow faster than the eurozone this year. Private consumption in particular has recently proved to be a growth driver. However, the tense situation in German industry is causing concern.

Sustainability

Equities

Bonds