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Gast-AutorIn / Guest Author am 18th October 2017

IMF-meetings in Washington: positive outlook for emerging markets

ANDREW CABALLERO-REYNOLDS / AFP / picturedesk.co

 

Guest Author: Felix Dornaus, Senior Fund Manager

 

The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.

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Gast-AutorIn / Guest Author am 16th October 2017

Dividend shares with new momentum

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Author: Dieter Kerschbaum, Communications Specialist Österreich

 

Half a year ago we launched a new equity fund, which offers an investment opportunity in global equities with a stable dividend yield above market average. At the same time, we take into account criteria of sustainability as well as social and ethical criteria in the stock picking process. We spoke with Alexander Sikora-Sickl, who is responsible for the investment process, about the performance since the launch of the fund and about the environment for dividend shares.

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Gerhard Winzer am 09th October 2017

Disruption from Catalonia

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The events in Catalonia are a new disruptive political element on the capital markets. The basic question is whether the generally favourable environment for risky assets is sustainable.

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Gast-AutorIn / Guest Author am 05th October 2017

Renmimbi – a managed currency

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Guest author: Jenny Teng, Senior Fund Manager

 

Jenny Teng is senior fund manager in the equity team of Erste AM. Born in China she is employed since 2008 at ERSTE-SPARINVEST and responsible for the Asian equity markets.

 

 

 

Long enough we have heard about the depreciation of Chinese currency Renmimbi (RMB), but this year RMB has showed rather unusual movements.

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Gerold Permoser am 02nd October 2017

Market Monitor: positive for risky asset classes

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Once a month the Investment Committee of Erste Asset Management convenes in order to discuss the medium-term market outlook. We are going to start a new blog, where we will report on what drives our investment professionals and what risks they see.

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Gabriela Tinti am 28th September 2017

Urbanisation in Asia: challenge and opportunity

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Asia’s cities are growing and growing, presenting the urban infrastructure with great challenges. Thanks to technical progress, the relevance of environmentally friendly transport solutions is on the rise. Investors can benefit from this trend, as Gabriela Tinti points out in an op-ed article for the magazine “Global Investor”.

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Gerhard Winzer am 25th September 2017

US central bank will start reducing bond holdings in October

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The most important central bank in the world, the Federal Reserve of the USA, has announced a historic decision as a result of its FOMC meeting on 20 September: the central bank balance sheet, hugely inflated in the wake of the bond purchase programme, will be gradually reduced from October onwards. Generally speaking this is a good sign, as the decision can be seen as further testimony to the normalisation of the economic environment.

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Gerhard Winzer am 20th September 2017

Economic scenarios 2018

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Q3 is drawing to its end. Traditionally, this heralds the development of a strategy for the next year, an important part of which is the creation of scenarios. On the basis of the status quo, we have drawn up three further different scenarios in this blog entry.

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Gast-AutorIn / Guest Author am 15th September 2017

European bank shares picking up

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Autor: Tamas Menyhart, Fund Manager Equities, Erste Asset Management

 

After years of drought, European bank shares have shown a solid performance in the year to date. Read more

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Gerold Permoser am 12th September 2017

Sustainability? Possibly more important than you might think!

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I have recently read an interesting research report by one of our independent research partners, Gavekal Research. Gavekal Research is based in Hong Kong, and one of its strengths is its deep knowledge of the Asian market. The piece titled “Good Governance, Poor Performance” discusses good corporate governance. This is a central pillar of traditional as well as sustainable investment.

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