The global economy is expected to return to stronger growth in 2027, but numerous risks are clouding the outlook. While high energy prices and rising debt are weighing on activity, the AI boom is providing tailwinds. Find out what the International Monetary Fund expects for the coming years in today’s blog post.
Geopolitical tensions, a US president unsettling the markets and the surprising outperformance of European markets: the first half of 2025 had a lot in store for investors. What does the future hold? Gerold Permoser, Chief Investment Officer at Erste Asset Management, draws some initial conclusions and provides an outlook for the second half of the year.
