According to the IMF, the global economy could grow more strongly than expected this year. In the US and China, the economy is likely to remain robust, although growth in the People’s Republic is likely to weaken. The experts are less optimistic about the German economy.
An increasing number of investors, when selecting shares, do not only focus on share price performance, but also on a stable, high dividend – for good reason.
Last week, many high-ranking representatives from politics and business once again gathered in Davos, Switzerland, for the annual World Economic Forum. The most pressing topics were the use of AI, the climate crisis and geopolitical tensions. Meanwhile, central bankers made interesting statements on future interest rate policy.
After the price rally at the end of last year, the markets started 2024 with price losses. The ongoing positive correlation between bonds and equities is striking. Both asset classes have fallen equally recently, which makes diversification in a portfolio more difficult. But the year has only just begun. We therefore take a look at 10 key topics for 2024 that could be helpful when putting together a portfolio.
2023 brought many surprises – including positive ones, such as the unexpectedly good performance across all asset classes. What can investors expect in the new year and which topics could come into focus? Gerald Stadlbauer, Head of Discretionary Portfolio Management, provides an outlook.
Norway has the largest oil reserves in Europe. Nevertheless, the Scandinavian country is considered a pioneer in the use of renewable energies. There are also many companies in the industrial sector that are working on sustainable value creation. Fund manager Markus Gruber visited some sustainable companies from the portfolios of the impact funds ERSTE WWF STOCK ENVIRONMENT and ERSTE GREEN INVEST.
Following his surprising election victory, the controversial economist and self-proclaimed “anarcho-capitalist” Javier Milei was sworn in as Argentina’s new president. He takes over a country in economic crisis with an annual inflation rate of over 100 percent and a high debt burden.
After years of numerous hardships, the political and economic signs are changing in Turkey. Growth, which has returned this year despite high inflation and interest rates, is expected to continue in the coming years according to forecasts. International investors have also rediscovered the Turkish stock market.
Investors are increasingly focusing on environmental, social and governance criteria when it comes to their investments. But how can investors even know which products and funds are truly sustainable? One way of separating the wheat from the chaff is to use sustainability labels.
The robust labor market and many special offers give hope for another record Christmas season in the USA. The latest market research data also shows that, despite inflation and high interest rates, Americans are once again planning to spend more over the holidays this year.
