Erste Asset Management - Blog

Posts on: Equities
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Peter Szopo am 21st November 2017

Equities: Optimistic, but cautious

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2017 has been another bumper year for global equities with the MSCI All Country Index gaining ca. 18% in the first ten months in dollar terms. November, however, has not started well for risky assets.

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Harald Egger am 25th October 2017

Equities amid rising interest rates

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Equities have without a doubt benefited from falling or low interest rates in the past. Along with company earnings, the level of interest rates is indeed a crucial driver of dividend-paying shares.

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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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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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Gast-AutorIn / Guest Author am 04th September 2017

Tailwind for biotechnology companies

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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

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Peter Szopo am 30th August 2017

Global stock markets: Break, correction or worse?

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The seemingly unrelenting climb of US equities has stopped in August. Market volatility spiked, the decline of the US dollar ended, bond spreads widened, and macro risk-indicators surged. While there has been no major correction (yet), the fresh breeze of optimism that characterized equity markets in the first half of the year gave space to the somewhat stale atmosphere that typically takes over when the majority of investors switch into risk-off mode.

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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.

 

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Gerold Permoser am 12th July 2017

Which factors drive equity markets?

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It is almost impossible to speak with fund managers and not address the economy or monetary policy. Why is that so? This blog entry will try to answer the question on the basis of data from the US equity market from 1950 onwards.

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Gabriela Tinti am 07th July 2017

China makes A-shares accessible to the global market

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China has been increasingly opening up to the global market. Last year the Renminbi was taken into the currency basket of the International Monetary Fund in October 2016. Now, another step towards liberalisation has followed. China has cleared A-shares for international trade via trading platforms.

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Johann Griener am 27th June 2017

Financial know-how – this is how an equity fund works

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Shares (equities) and equity funds – the same or not?

Only a small minority of Austrians invest directly or indirectly (via equity funds) in shares. Is it the fear of losses or the lack of knowledge about this asset class that make investors shy away from it? In this blog entry, I would like to give you an overview of the features of shares and equity funds.

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