Articles about “commodities”
Investment View | February 2025
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.
“A mild economic downturn has already been priced in by the market”
With the ERSTE REAL ASSETS mixed fund, investors can invest in real assets – and have indeed been doing so for two years now. On the occasion of the fund’s two-year anniversary, Philip Schifferegger, fund manager of ERSTE REAL ASSETS, is taking a look at the current market situation. He also explains why the fund is well equipped for both positive and negative market phases.
Five pieces of advice for saving with a fund savings plan
Putting money aside is important. But it is equally important for said money to potentially earn a return. This is where the fund savings plan comes in.
Upbeat markets at the beginning of the year
Despite uncertainties, the stock and bond markets got off to a friendly start in the new year. In the USA, economic data recently surprised on the upside. Is the situation better than the mood?
Ten topics for 2023
The previous year was marked by unexpectedly high inflation and rapid key interest rate hikes – but what will the new year bring?
In his article, Chief Economist Gerhard Winzer presents ten topics that could be particularly relevant for the financial markets in 2023.
Energy commodities and inflation – where are we going?
Prices for energy and food have risen significantly, putting a strain on consumers’ wallets. If the Russia-Ukraine war does not ease, the situation may deteriorate even further.
Alternative investments defy market losses
The losses of equities, bonds and gold since the beginning of April have put the limelight on the asset class of alternative investments. What are the characteristics of such an asset? Can this slow the downturn? And how can you invest?
Commodities in strong demand
Whether you want to buy a house or buy a car, many private consumers currently deal with soaring prices for materials and unpleasantly long delivery periods. This situation is directly reflected in commodity prices.
High volatility also in the price of gold
Gold plays a role as a “safe haven” in times of crisis. But the price is anything but stable.
Alternative investment strategies: part 3
In Part two of this series on alternative investment strategies, we described the most important strategies “trend following”, “global macro”, and “long/short equity”. In this Part three, we will be looking at approaches that are less well-known but equally tried and tested.
Capital markets take a little breather
The economic indicators are falling but do not suggest a recession. The central banks are implementing expansive measures in order to fight deflation risks and to stabilise the financial markets. Hence, the data is slightly better than capital markets were expecting. This gives room for a little breather.
Short-term recovery
Growth is weak, and the downside risks are elevated. However, in a pre-emptive move, the market has already priced in the materialisation of some of the risks. The current development would not immediately suggest it. A short-term phase of recovery on the equity markets would fit this picture. The past days and weeks have not […]
“Black Monday” at the stock exchanges: Why?
Market correction Equities, bonds affected by default risk, commodities, and emerging markets currencies are currently subject to corrections, which, noticeably, have now gone beyond the purview of emerging markets: while the emerging markets equity index declined by almost 6% (Performance-Data Source: Bloomberg, MSCI) last week, the index for developed markets lost 5.3% (Performance-Data Source: Bloomberg, […]