Erste Asset Management

US earnings season gets off to a positive start, Netflix with record figures
US earnings season gets off to a positive start, Netflix with record figures
(c) unsplash

US earnings season gets off to a positive start, Netflix with record figures

On the world’s stock exchanges, earnings season in the USA is being followed with great interest. During this period, almost all major listed US companies report on their past financial quarter and give an outlook for the coming year.

USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority
USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority
(c) Matt Johnson / flickr.com

USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority

After the Democrats’ success in the Senate run-off elections in the US State of Georgia, the party now has the de-facto majority in both chambers of Congress, and therefore US President-elect Joe Biden should soon have much more leeway for implementing his economic policy programmes.

Covid Vaccines – From Race to Chase
Covid Vaccines – From Race to Chase
(c) unsplash

Covid Vaccines – From Race to Chase

Covid vaccine distribution has begun in much of the developed world. Politicians, commentators and citizens criticize the slow start to immunizations. But like the Tour de France: What counts is not who wears the yellow jersey during the first stage, but who crosses the finish line first at the end. Three factors are crucial to that: vaccine supply, vaccine distribution and, most importantly, vaccination acceptance.

Erste Asset Management regards economic recovery as driver of the capital markets in 2021
Erste Asset Management regards economic recovery as driver of the capital markets in 2021

Erste Asset Management regards economic recovery as driver of the capital markets in 2021

We are looking back on a turbulent investment year. After the slump in February and March, we saw a strong recovery on the markets almost across all asset classes. CEO Heinz Bednar and CIO Gerold Permoser give an outlook for the capital markets in 2021.

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USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority
USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority
(c) Matt Johnson / flickr.com

USA: Clear sailing for Joe Biden’s economic programme after winning Senate majority

After the Democrats’ success in the Senate run-off elections in the US State of Georgia, the party now has the de-facto majority in both chambers of Congress, and therefore US President-elect Joe Biden should soon have much more leeway for implementing his economic policy programmes.

Covid Vaccines – From Race to Chase
Covid Vaccines – From Race to Chase
(c) unsplash

Covid Vaccines – From Race to Chase

Covid vaccine distribution has begun in much of the developed world. Politicians, commentators and citizens criticize the slow start to immunizations. But like the Tour de France: What counts is not who wears the yellow jersey during the first stage, but who crosses the finish line first at the end. Three factors are crucial to that: vaccine supply, vaccine distribution and, most importantly, vaccination acceptance.

ECB and European Parliament get crisis programmes for 2021 on track
ECB and European Parliament get crisis programmes for 2021 on track
Paolo Gentiloni & Christine Lagarde (c) Olivier Matthys / AP / picturedesk.com

ECB and European Parliament get crisis programmes for 2021 on track

As the year 2020 comes to a close, the European Central Bank (ECB) and the European Parliament have put their respective programmes for the fight against the crisis on track for next year. The MEPs recently approved the approximately EUR 1.1tn Community budget for the next seven years, which includes EUR 750bn in Corona aid.

Know-How

Markets

Sustainability

“Our funds lead companies to engage more actively with sustainability”
“Our funds lead companies to engage more actively with sustainability”
(c) unsplash

“Our funds lead companies to engage more actively with sustainability”

Can investment companies contribute to making the world a better place? Walter Hatak, Head of Sustainable Investments with Erste Asset Management (Erste AM), responds with a resounding “Yes – but only with the help of our clients!” More and more client assets go towards climate-friendly companies, while at the same time Erste Asset Management uses its votes from the shares it has invested the clients’ funds in to elicit more sustainability from companies across the board.

Equities

Bonds

ECB and European Parliament get crisis programmes for 2021 on track
ECB and European Parliament get crisis programmes for 2021 on track
Paolo Gentiloni & Christine Lagarde (c) Olivier Matthys / AP / picturedesk.com

ECB and European Parliament get crisis programmes for 2021 on track

As the year 2020 comes to a close, the European Central Bank (ECB) and the European Parliament have put their respective programmes for the fight against the crisis on track for next year. The MEPs recently approved the approximately EUR 1.1tn Community budget for the next seven years, which includes EUR 750bn in Corona aid.