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 | April 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.
Socially sustainable investment – how does it work?
Investing sustainably in companies with a social impact – this is possible with the ERSTE FAIR INVEST equity fund. In this interview, fund manager Bernhard Selinger explains how he finds socially sustainable companies for the portfolio and why a sustainable strategy is also good for the company’s success.
EVs: Industry plans to drive sales with price reductions, compact models, and new batteries
Even though the car industry continues to focus on e-cars, demand has recently stalled somewhat. In addition to the major car manufacturers, more and more tech companies are entering the market. Meanwhile, a new hope for the future is emerging in the field of battery technology.
Animal Spirits – Excessively positive sentiment on the markets?
The stock markets performed consistently well in the first quarter of the current year. From the USA to Europe and Japan, many indices reached new all-time highs. In view of this positive performance, can we already speak of exaggerated euphoria on the markets?
Attack on Israel
The smouldering conflagration in the Middle East reached a new level of escalation last weekend. Iran attacked Israel directly with drones and missiles for the first time in history. There is a risk of further escalation between Iran and Israel. How is the market reacting to this?
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
Gold: From means of payment to safe haven
Gold has played an important role in the financial and economic system for centuries. While it initially served as a means of payment, the role of the precious metal increasingly changed over the course of history to become a crisis currency and a store of wealth in uncertain times.
Sustainability
Climate Score? Oh please, not another ESG factor!
Climate risks are also an important topic for investors. A look at the climate-readiness of companies can minimise potential risk factors.
Equities
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
Bonds
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.