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Johann Griener am 27th June 2017

Financial know-how – this is how an equity fund works

Foto: Shutterstock.com

Shares (equities) and equity funds – the same or not?

Only a small minority of Austrians invest directly or indirectly (via equity funds) in shares. Is it the fear of losses or the lack of knowledge about this asset class that make investors shy away from it? In this blog entry, I would like to give you an overview of the features of shares and equity funds.

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Paul Severin am 22nd June 2017

YIELD RADAR: June 2017

As expected by market participants, the US-Fed – Federal Open Market Committee (FOMC) has increased the base rate on 14. June by 25 Basis points to the new band width of 1.00% to 1.25%. Furthermore the FOMC announced measures to reduce the balance sheet over time. The European Central Bank (ECB) left the base rate and the quantitative easing measures unchanged. For the Eurozone the ECB now expects core inflation rate for 2017 of 1.5%, down from 1.7%. Markets already price in lower inflation rates.

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Gast-AutorIn / Guest Author am 20th June 2017

A niche product with solid returns: hybrid and subordinated bonds with investment grade rating

(c) iStock

Author: Christin Bahr, Product Management Securities Erste Group

It has been half a year since the launch of the new hybrid bond fund. Reason enough for us to talk to Roman Swaton, Senior Fundmanager.

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Paul Severin am 19th June 2017

How microfinance funds can reduce child labour

By channelling their assets into microfinance funds, investors can contribute to reducing child labour. This is the opinion held by Martin Cech, Senior Fund Manager with Erste Asset Management.

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Gast-AutorIn / Guest Author am 16th June 2017

Alternative investment strategies: part 1

Christian Süttinger, Senior Fund Manager

Author: Christian Süttinger
Senior Fund Manager Multi Asset Management

In the USA, gradually rising interest rates have already become reality. In Europe and in another large economic area, i.e. Japan, the subdued economic development has prevented interest rates from increasing to date. The European Central Bank manages interest rates in such a way as to support the economic upswing and the cohesion of the Eurozone.

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Gerhard Winzer am 06th June 2017

The global economy based on the Goldilocks principle

(c) iStock

The global economy is growing moderately, inflation is low, and the monetary policy is loose. This environment supports many asset classes from bonds to equities. The political uncertainty has been absorbed rather well so far too. Will this situation last?

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Paul Severin am 02nd June 2017

Trump’s withdrawal from the Paris climate accord

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We have talked to the ESG analyst team of Erste AM about Trump’s withdrawal from the Paris climate accord in a roundtable discussion: Dominik Benedikt, Alexander Osojnik, Stefanie Schock, and Walter Hatak.

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Gast-AutorIn / Guest Author am 31st May 2017

The “rediscovery” of the Vienna stock exchange

(c) Akos Stiller, Quelle: Wiener Börse

Author: Dieter Kerschbaum, Communications Specialist Austria

On 31 May the Vienna Stock Exchange Award will be celebrated and awarded to the winner. The day is dedicated to the financial centre of Austria, and the award is accompanied by numerous other events that are geared towards drawing investors’ attention to the domestic stock exchange. Erste Asset Management is one of the biggest investors at the Vienna stock exchange. In the past five years, the Vienna stock exchange has seen a clear upward trend. We spoke about the reasons for the steep upswing, possible risks, and the future perspective with Bernhard Ruttenstorfer, manager of the equity fund ESPA STOCK VIENNA:

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Paul Severin am 22nd May 2017

Bribery accusations put shock to Brazilian capital markets

(c) Andre Penner / AP / picturedesk.com

Last Thursday, incriminating video and audio tapes emerged that linked current President Michel Temer to bribery. The accusations have thrown Brazil into a deep political crisis, and the capital markets have lost massively.

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Paul Severin am 19th May 2017

The best global equity funds under one roof

(c) iStock

Markus Jandrisevits has been the manager of our global flagship equity fund ESPA BEST OF WORLD since 28 February 2002. The performance to date is impressive on an international scale. I asked Markus what was special about his investment approach and how he has positioned himself in the current stock market phase of high political risks.

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