The price of gold has recently climbed from one high to the next. The rally seems almost puzzling due to a number of negative factors in the first half of the year. However, two reasons in particular provided plenty of tailwind. Can the rally go even further?
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The new age of protectionism
The path towards a clearly fragmented global economy is continuing. Recently, the increase in tariffs on Chinese electric cars in the USA and the European Union has been particularly noticeable. What impact is the rise of protectionism having on the global economy?
After Biden’s withdrawal: What plans does Kamala Harris have for the economy?
The withdrawal of incumbent US President Joe Biden from the presidential race is bringing new momentum to the election campaign. Kamala Harris, currently Vice President under Biden, is now seen as the likely Democratic candidate. What policies could Harris stand for and what plans could she have for the US economy?
The wolf and the eight little goats: a climate-saving reinterpretation
The basis for a sustainable transformation is solid structures at the management level of companies – this also applies to the oil and gas industry. However, the most recent example of a prevented shareholder proposal shows that there is still a lot of room for improvement in this area too.
Integrated equity research, or: what is this “ESG” thing in my portfolio all about?
How are sustainability factors integrated into the equity analysis and what aspects does a fund manager look at in the companies? Our Austrian equity fund manager Bernhard Haas explains this using an example company.
Interview: Minimizing climate risks effectively
Companies have to deal intensively with the risks and opportunities that the climate crisis brings for their business model. These factors therefore also play a major role in our investment process. Stefanie Schock, Senior Research Analyst in our Responsible Investments team, explains how this works for the ERSTE WWF STOCK ENVIRONMENT equity fund.
Soft landing beats political uncertainty
With the surprising fall in inflation in the US, the scenario of a “soft landing” has become more likely. Meanwhile, the shocking attempted assassination of US presidential candidate Donald Trump at the weekend will likely have an impact on the current election campaign.
Signs of a slowdown: more scope for central banks?
Economic and political uncertainty is increasing. Nevertheless, inflation is falling in the USA and the eurozone. This increases the scope for central banks to react to a slowdown in economic growth by lowering key interest rates.
Market update: Economists see Germany economy regaining momentum
In football, things have been going well for the European Championship host country Germany recently with its place in the round of 16, but the economy has been in the doldrums in recent quarters. According to leading economists, this could now change. Positive signals from industry and private consumption indicate that the German economy is regaining momentum.
Nationalist forces strengthened in the EU: what could be the consequences?
In the EU parliamentary elections, right-wing parties made significant gains in some major countries. In France, early elections are now on the cards following President Macron’s defeat. What possible effects could a shift to the right have in the EU?