Erste Asset Management - Blog

Paul Severin

Paul Severin has worked at Erste Asset Management since April 2008. Until 2012 he was responsible for the company’s product management; he has directed communications and PR activities since April 2012. From 1992 to 2008, he was director of equity fund management and deputy director for institutional funds at Pioneer Investments Austria in Vienna.

His career in the securities business began in 1992 at Constantia Privatbank as a portfolio manager and analyst. He worked as primary analyst at Creditanstalt Investmentbank in Vienna from 1994 to 1999.

He studied international business at Innsbruck University and Marquette University in Milwaukee, WI, USA. Before his university studies, he worked at Dornbirner Sparkasse in letters of credit and export financing.

Paul Severin is a member of the board at ÖVFA (Austrian Association for Financial Analysis and Asset Management) and a CEFA charter holder.

Paul Severins Posts
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Paul Severin am 14th April 2017

Diversification – why you should not put all your eggs into one basket for Easter!

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“Don’t put all your eggs into one basket” – who has not heard this old stock market adage. With Easter approaching, we are having a closer look at the background of this saying.

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Paul Severin am 04th April 2017

A tightrope walk between profit and responsibility

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Power comes from the socket. Hidden behind it, lies a reality that is a tightrope walk between supply and demand. An imbalance causes blackouts. Energy produced from renewable sources is particularly volatile. A solution for this problem are energy storage devices, especially batteries. The latter offer the advantage of being able to efficiently store power that has been produced locally (e.g. by solar cells). They also make power mobile and can replace petrol and diesel in our cars. In our interview, Dominik Benedikt, Senior ESG-Analyst Erste Asset Management, explains the effects of the rising demand for batteries with regard to environmental, social, and governance aspects.

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Paul Severin am 20th March 2017

How sustainable are batteries?

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A growing number of devices do not need a constant connection to the power grid anymore and therefore allow a mobile usage. Batteries ensure that power is available regardless of its time and place of production. In a world that does not work without energy we need storage units that can provide large amounts of energy. However, every solution to this problem comes with a price tag, also in terms of sustainability.

Read the current issue of our sustainable Magazine ERSTE RESPONSIBLE RETURN – The ESG Letter here:
esgletter.en.erste-am.com

 

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Paul Severin am 04th January 2017

Best of Erste AM Investment Blog 2016

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The last year 2016 was full of surprises also on the capital markets. Most asset classes could finish the year with a solid plus. We have analyzed, which blogs were the most popular in the last year.

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Paul Severin am 30th December 2016

2016 – a capital markets year in review

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2016 was full of surprises on the stock exchanges. At the beginning of the year, economic concerns in China, the second-biggest economy in the world, triggered drastic losses on the stock exchanges. Over the year, cautious optimism gradually returned: the oil price recovered, and the stock exchanges in the emerging markets rebounded. Brexit and Donald Trump failed to affect the sentiment of market players. Instead, the global equity barometer rose particularly in the second half of the year by a large degree (see the chart below). With the help of cyclical companies and financials, which often command heavy weightings, especially US-stock markets set new highs. The development of European and Asian exchanges was relatively disappointing.

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Paul Severin am 14th December 2016

Toys: A happy Christmess!

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At Christmas, gifts have become tradition. For all those with children, toys are among the most popular Christmas presents.

However, a look into history reveals that Christmas and presents have not always gone together. Meanwhile, the toy industry has long since become a huge business.

Reason enough to scrutinize toy manufacturers in terms of sustainability. Our sustainability experts are addressing this issue in the current sustainability magazine.
Read the current issue here: esgletter.en.erste-am.com

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Paul Severin am 09th December 2016

The EU has the chance to make the seed legislation fit for the future

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ARCHE NOAH was founded 26 years ago. The careful, protective handling of seeds and the protection of the diversity of agricultural crop has been the focus of the charitable association ever since. More than 15,000 members, patrons, and partners who invest money and ideas in the mission of maintaining the diversity of agricultural crop support ARCHE NOAH.

How does ARCHE NOAH see the issue genetically modified organisms and patents on food and seeds?

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Paul Severin am 07th November 2016

A slightly different view on Russia

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Alexandre Dimitrov, Senior Fund Manager for the Russia equity fund of Erste Asset Management, sums up his personal impressions of the investor conference in Moscow at the end of October. The picture is surprisingly positive…

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Paul Severin am 25th October 2016

Emerging markets bonds in demand

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Economic growth in the emerging markets has picked up substantially, while that in the industrialised economies has been rather stable. This has led to an increase in the growth differential in the emerging markets’ favour. Investor demand for emerging markets bonds has been on the rise in search of higher yields and interest rates.

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Paul Severin am 20th October 2016

“The trust in emerging markets is returning”

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ESPA STOCK GLOBAL EMERGING MARKETS: Three questions for Gabriela Tinti, Senior Fund Manager

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