Erste Asset Management - Blog

Posts on: Equities
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Paul Severin am 06th February 2018

Inflation worries weighing on stock exchanges

(c) iStock
Peter Szopo, Erste Asset Management

In the past two days, the stock exchanges, spearheaded by the New York Stock Exchange, have shed the entire previous gains of 2018. Even last week, inflation worries had started to weigh on the markets. But the recent reaction was extraordinarily strong, with experts likening it to the excellent employment report in the US.

 

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Peter Szopo am 29th January 2018

Global equities: Five charts on where we stand

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2017 was an excellent year for stocks. Developed markets were up more than 16% in local currencies, emerging markets almost 28%. Read more

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Gast-AutorIn / Guest Author am 25th January 2018

European banks: Outlook for 2018

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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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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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