Following the recent gains in the Japanese benchmark index, the stock market of the world’s third-largest economy could be worth a look. What is the state of the economy and monetary policy in the “Land of the Rising Sun” and how can investors invest in Japanese stocks?
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.
The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.
After a weak market year in 2022, 2023 is shaping up to be a pleasing conclusion for investors. Senior Fund Manager Christian Süttinger explains what remains of this year and what could be of particular interest on the markets in 2024 with the help of a few currently important charts.
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.
Megatrends are long-term developments that not only change the financial markets, but also global economic and social life. As an investor, you can benefit from these trends, especially with a long-term investment horizon, provided you are aware of the risks and opportunities of such a strategy. Find out which structural changes could shape the markets in the future and thus offer opportunities for investors in the blog post.
After a difficult market year in 2022, many asset classes performed much better this year. The outlook for the coming year 2024 is also positive – the central banks’ turnaround in interest rates has brought about a return to normality on the bond market and, with the rise in yields, is also opening up new opportunities for investors. At the same time, the ongoing geopolitical tensions in particular pose a challenge. With the improved yield opportunities for bonds, mixed funds are also coming back into focus.
The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.
The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.
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.