Erste Insights 2026
The Chief Investment Office Outlook:
Markets and Investment Strategies
Erste Insights 2026: cutting through the noise
Erste Group presents its capital markets outlook for 2026 - a year that is likely to be characterized by growth, declining inflation, as well as investment opportunities despite the ongoing geopolitical tensions and structural changes.
This newly published 'Erste Insights 2026' report by Erste Group's Group Chief Investment Office – prepared in collaboration with experts from Erste Group Research and Erste Asset Management – presents an economic outlook for 2026, highlights key structural trends, and provides possible asset allocations as well as practical investment strategies.
It helps investors cut through the increasing noise, create clarity amid uncertainty, and identify opportunities despite complexity.
Erste Insights 2026: cutting through the noise
Erste Group presents its capital markets outlook for 2026 - a year that is likely to be characterized by growth, declining inflation, as well as investment opportunities despite the ongoing geopolitical tensions and structural changes.
This newly published 'Erste Insights 2026' report by Erste Group's Group Chief Investment Office – prepared in collaboration with experts from Erste Group Research and Erste Asset Management – presents an economic outlook for 2026, highlights key structural trends, and provides possible asset allocations as well as practical investment strategies.
It helps investors cut through the increasing noise, create clarity amid uncertainty, and identify opportunities despite complexity.
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Welcome to the Erste Group Investment Center – the ultimate platform for informed investment decisions. Explore expert insights on stocks, funds, bonds, and certificates, all in one convenient place. Stay ahead of the market with our Knowledge Hub, featuring a monthly newsletter and weekly blog posts packed with trends, strategies, and practical tips. Empower your financial journey with tools and resources designed to help you invest confidently and expand your financial knowledge.
Erste Group Research
At Erste Group Research, we provide in-depth analysis of economies and capital markets with a strong focus on Central and Eastern Europe (CEE). Our mission is to deliver objective insights that help clients make informed investment decisions. We cover a wide range of topics, including macroeconomics, interest rates, currencies, equities, and bonds. Our research is shared through flagship publications like the Global Strategy Report and regular market commentaries, serving private investors, institutional clients, and corporations alike. By combining expertise with actionable insights, we aim to create real value and support the financial well-being of our clients.
Erste Asset Management
Erste Asset Management is an international asset manager with a strong position in Central and Eastern Europe, offering clients a broad range of high-quality investment funds and wealth management solutions. Applying the highest quality standards to the client assets entrusted to it, Erste Asset Management attaches particular emphasis to the sustainability
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