Erste Asset Management - Blog

Artikel zu Schlagwort: outlook
http://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/02/iStock-803299674_Inflation-890x390-1517498927.jpg
Gerold Permoser am 02nd February 2018

Inflation: a general overview – Part 1

(c) iStock

Why is the inlfation outlook for 2018 important? In our three part series we explain how inflation works.

Read more
http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/08/iStock_stocks_aktien_000038631854_Full-890x390.jpg
Peter Szopo am 29th January 2018

Global equities: Five charts on where we stand

(c) iStock

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

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/05/2017_05_02_iStock_EZB_Bank_000035028616_XXXLarge-890x390.jpg
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).

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/12/0B6A6843-890x390.jpg
Gerold Permoser am 07th December 2017

Capital markets outlook for 2018: Will the party hold on?

(c) Erste Asset Management

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.

Read more

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

Subscribe to Blog by E-Mail