What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
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Investment View | November 2024
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
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.
Trump and green stocks – Interview with fund manager Alexander Weiss
Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
USA – a country is voting on its future
The day of the US election has arrived, bringing an end to a long, intense and exciting election campaign. What economic course could the US enter after the election and what impact can be expected on the country’s already high debt level?
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.
Know-How
Decision to invest taken – what happens next?
As an investor, you will come across several parties or institutions in the fund selection and securities account opening process.
Markets
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
Microfinance: A journey through emerging Kenya
Kenya is one of the largest economies in sub-Saharan Africa and is currently the most heavily weighted country on the African continent in the ERSTE RESPONSIBLE MICROFINANCE fund. Fund manager Martin Cech therefore recently visited the country and a number of companies and microcredit borrowers.
Equities
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.
Bonds
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.