Erste Asset Management - Blog

Gast-AutorIn / Guest Author
The guest author is used for persons who do not publish blog posts on a regular basis. They could also be external persons (not from Erste Asset Management).
Gast-AutorIn / Guest Authors Posts
http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/10/20171010_PD4264.HR_-890x390.jpg
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.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/10/iStock-506067332-890x390.jpg
Gast-AutorIn / Guest Author am 16th October 2017

Dividend shares with new momentum

(c) iStock

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.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2015/08/iStock_000059963534_XXXLarge-890x390.jpg
Gast-AutorIn / Guest Author am 05th October 2017

Renmimbi – a managed currency

© iStock.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.

 

 

 

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

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/09/iStock_kurs_aktien_000020656499_XXXLarge-890x390.jpg
Gast-AutorIn / Guest Author am 15th September 2017

European bank shares picking up

(c) iStock

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

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/09/iStock_505664006_XLARGE_Das_weisse_Haus-890x390-1504598143.jpg
Gast-AutorIn / Guest Author am 05th September 2017

US debt ceiling keeping the financial markets on their toes

(c) iStock

Author: Felix Dornaus, Senior Fundmanager

The Trump administration should be keeping the financial markets on their toes in the coming weeks. Yet again, the issue is the government debt which will soon reach its statutory maximum.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/08/Fotolia_126038046_L-890x390.jpg
Gast-AutorIn / Guest Author am 04th September 2017

Tailwind for biotechnology companies

(c) Fotolia

Author: Harald Kober, Senior Fundmanager

“Breather” coming to an end

Biotechnology shares have been among the top performers in the past ten years. After the above-average performance from 2010 to the beginning of 2015, hedge funds set off a consolidation that is now coming to an end. The NASDAQ biotechnology index, the most important barometer for biotech shares, has gained 25% in the year to date (source: Reuters Datastream, as of 31 August 2017). Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/08/20170802_PD4519.HR_-890x390.jpg
Gast-AutorIn / Guest Author am 16th August 2017

German car (emission) cartel excluded from responsible investment universe

Maurizio Gambarini / dpa / picturedesk.com

Author: Walter Hatak, Research Analyst

 

Did VW, Audi, Porsche, Daimler, and BMW collude to form a cartel? Did they deliberately try to suspend competition? The media seem to have discovered a violation of anti-trust law, and their research suggests a link between the diesel emissions scandal and the agreements reached in joint task groups.

 

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/06/iStock_5333288_LARGE-890x390-1497437800.jpg
Gast-AutorIn / Guest Author am 14th July 2017

Alternative investment strategies: part 3

Christian Süttinger, Senior Fund Manager

Author: Christian Süttinger
Senior Fund Manager Multi Asset Management

In Part two of this series on alternative investment strategies, we described the most important strategies “trend following”, “global macro”, and “long/short equity”. In this Part three, we will be looking at approaches that are less well-known but equally tried and tested.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/06/iStock_5333288_LARGE-890x390-1497437800.jpg
Gast-AutorIn / Guest Author am 03rd July 2017

Alternative investment strategies: part 2

Christian Süttinger, Senior Fund Manager

Author: Christian Süttinger
Senior Fund Manager Multi Asset Management

After illustrating what alternative strategies are in part 1 of this series, how they work, and what benefits and disadvantages they come with, we would now like to discuss some of the most important representatives of this set of strategies. In the following strategies (also called hedge funds), the majority of the capital invested is allocated to alternative models.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/06/BancaPopolarediVicenza-890x390.jpg
Gast-AutorIn / Guest Author am 30th June 2017

Quo vadis banking union? Italian banking crisis

Stefan Rößler, Fund manager Fixed Income Erste Asset Management

Author: Stefan Rößler
Fund manager Fixed Income

The real estate bubble started to burst in the USA roughly ten years ago, tossing the global economy into a severe recession mainly on the back of contagion effects in the financial sector.

In order to avoid a bad situation from getting worse, many financial institutes had to be bailed out by governments and thus ultimately by the taxpayers. One of the learning points of the financial crisis  is to prevent taxpayer-funded bank bail outs in the future.

Read more

Subscribe to Blog by E-Mail