Erste Asset Management - Blog

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/02/TM_zinsen_2048x512px-890x390.jpg
Paul Severin am 15th December 2017

YIELD RADAR: December 2017

Global economic growth is very robust, and the emerging economies have picked up momentum. The purchasing managers’ indices in November had dropped slightly from previous levels, suggesting a moderate slowdown of Q4 global economic growth.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/09/Fotolia_69474500_L-890x390.jpg
Gerold Permoser am 14th December 2017

Market Monitor: risky markets have come far

(c) Fotolia

Earlier this week, we convened the last Investment Committee of 2017. The general risk appetite of the team has not changed vis-à-vis the previous month (from 78.85 percent to 79 percent on our 0 – 100 percent scale). The team continues to see the future optimistically, with a resulting “risk on” stance.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/12/01_Editorial_iStock-826590270-e1512998789640-890x390.jpg
Paul Severin am 12th December 2017

Logistics keeps the economy moving

(c) iStock

Logistics makes sure the economy keeps moving. Today our world would not be conceivable without it.

From an economic point of view, the multiple transport of goods across Europe does make sense but from a sustainable point of view, the environment suffers from increased CO2 and fine particle pollution, exhaust gases and noise. The speed at which goods are transported increases steadily and thus also the burden of the workers involved therein.

 

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/12/0B6A6843-890x390.jpg
Gerold Permoser am 07th December 2017

Capital markets outlook for 2018: Will the party hold on?

(c) Erste Asset Management

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/12/20171025_PD3713.HR_Xi_Jinping-890x390-1512398988.jpg
Gast-AutorIn / Guest Author am 05th December 2017

Xi Jinping’s New Era

Lan Hongguang / Action Press / picturedesk.com

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.

 

 

Certainly, the National Congress of the Communist Party of China held every five years in Beijing is an important political event, but this year’s Party Congress was a milestone. It marked that a new era has begun in China. President Xi Jinping cemented his power further as China’s paramount leader, a leader, who might rule the country on the coming decade, a leader, who has high ambitions.

 

Read more

Subscribe to Blog by E-Mail