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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The guest author is used for persons who do not publish blog posts on a regular basis.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
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Gast-AutorIn / Guest Author am 12th February 2018

Disastrous environmental balance of Bitcoin

Stefanie Schock, sustainable investment team Erste Asset Management

The entire Bitcoin network already requires more energy than Peru or Hong Kong, or almost half of Austria’s power supply. Such a development is clearly at odds with achieving the goals of the Paris Climate Agreement, i.e. to curb global warming to below 2 degrees.

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Gast-AutorIn / Guest Author am 30th January 2018

Czech Presidential Election and the reaction of the markets

(c) iStock

Guest author: Margarita Sinitsyna, Fund Manager, Czech Republic Branch

 

With both rounds of the Czech presidential election behind us, we can now take a look back at some of its highlights. Incumbent Milos Zeman reaped a narrow edge over his challenger Jiri Drahos.

 

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Gast-AutorIn / Guest Author am 26th January 2018

High-yield bonds – a look behind the scenes

(c) iStock
Author: Christin Bahr, Product Management Securities Erste Group

In the context of record lows of money market rates and low government bond yields, high-yield bonds remain in demand. In view of the already very low spreads it may be worthwhile having a closer look at this bond segment.

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Gast-AutorIn / Guest Author am 25th January 2018

European banks: Outlook for 2018

(c) iStock

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

 

European banks (as measured by the Stoxx 600 Banks Index) had a decent year in 2017: the index climbed more than 8%, slightly outperforming the broader European market (Stoxx 600 Index).

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Gast-AutorIn / Guest Author am 22nd January 2018

Interview: “Future 2050 – the era of sustainability and smart machines”

(c) Siemens Pictures of the Future
Dr. Ulrich Eberl (c) Siemens Ertz

Dr. Ulrich Eberl is one of the most renowned German-speaking scientific journalists and futurologists. He holds a PhD in biophysics from the Technical University of Munich and was Head of Global Communication  for research and future trends for 20 years at Siemens.

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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.

 

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Gast-AutorIn / Guest Author am 28th November 2017

Emerging markets – not a pure commodities story any longer

© Fotolia.de

Gabriela Tinti was interviewed by Dieter Kerschbaum, Erste AM Communications.

 

The global economy is experiencing significant growth, and the emerging markets have felt the increased economic growth rates as well. Even in problematic countries such as Brazil or Russia, the situation has been picking up due to the increased oil price.

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Gast-AutorIn / Guest Author am 17th November 2017

China on the way to new strength

Xinhua / Eyevine / picturedesk.com

Impressions of a trip to Beijing
Author: Thomas Oposich, Senior Fundmanager Fixed Income funds

Driving through Beijing you will see megalomania without limits – in houses, traffic, and people. A trip in a tuk-tuk, which looks like a motorcycle on three wheels, allows you a short glance into the past. It is at these moments that the rift between rich and poor becomes obvious.

Irrespective of the opposites in the social strata, the eyes are looking towards the future of the metropolis, home to millions. Led by the government, plans are to take the country to new strength. The control exercised especially in the area of infrastructure and with respect to property prices is enormous.

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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

(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.

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