Interview with Axel Hein, marine expert at WWF Austria.
LATEST CONTRIBUTIONS
YIELD RADAR: June 2018
Global economic growth can be described as robust in recent months but fl attening in its momentum.
What is new is that the homogeneity between countries and regions is not as high
as it was a few months ago. Especially between Europe and the USA, meanwhile, we can
see clear differences. This picture is also confi rmed in the case of infl ation. In the US, actually
measured infl ation rates are rising. In addition, many leading indicators of infl ation point to
price pressures in the coming months. The danger of overheating of the economy is there. In
Europe, the picture for the leading indicators is much more relaxed.
The latest increase of the key lending rate by the Federal Reserve Bank to a new span of 1.75
to 2.00 percent was expected by the market participants. The European Central Bank expects
its key reference rate of zero percent will stay unchanged at least during the course of summer
2019.
Financial Markets Monitor June: a lot going on
An Investment Committee again! A month can pass quickly, especially if there is a lot going on in the markets. In light of recent market events (Italy, Turkey, Argentina), I was surprised that our risk stance has not changed since our last Investment Committee meeting. Obviously, it takes a lot to get us out of […]
Hey Mrs. Robinson
Editorial: Gerold Permoser, CIO and CSIO of Erste Asset Management, comments on the topic of this issue.
The Life of Plastics – Investment Board
The Erste AM Investment Board gives a form to the responsive dialogue with and among sustainability research agencies.
Company of this edition: Tomra Systems
The Company of the Month is selected due to recent developments and in connection with the topic ”Plastic”.
Equities
Sell in May and go away?
Every year at the beginning of May, investors are faced with the question of whether they should leave the stock exchanges and take the profits generated up to that point, and return at a later date in autumn. But is the old stock market adage “Sell in May” still valid?
Sustainability
Hey Mrs. Robinson
Editorial: Gerold Permoser, CIO and CSIO of Erste Asset Management, comments on the topic of this issue.
Bonds
YIELD RADAR: June 2018
Global economic growth can be described as robust in recent months but fl attening in its momentum.
What is new is that the homogeneity between countries and regions is not as high
as it was a few months ago. Especially between Europe and the USA, meanwhile, we can
see clear differences. This picture is also confi rmed in the case of infl ation. In the US, actually
measured infl ation rates are rising. In addition, many leading indicators of infl ation point to
price pressures in the coming months. The danger of overheating of the economy is there. In
Europe, the picture for the leading indicators is much more relaxed.
The latest increase of the key lending rate by the Federal Reserve Bank to a new span of 1.75
to 2.00 percent was expected by the market participants. The European Central Bank expects
its key reference rate of zero percent will stay unchanged at least during the course of summer
2019.
Know-How
Diversification – why you should not put all your eggs into one basket for Easter!
“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 with the latest figures.
Markets
YIELD RADAR: June 2018
Global economic growth can be described as robust in recent months but fl attening in its momentum.
What is new is that the homogeneity between countries and regions is not as high
as it was a few months ago. Especially between Europe and the USA, meanwhile, we can
see clear differences. This picture is also confi rmed in the case of infl ation. In the US, actually
measured infl ation rates are rising. In addition, many leading indicators of infl ation point to
price pressures in the coming months. The danger of overheating of the economy is there. In
Europe, the picture for the leading indicators is much more relaxed.
The latest increase of the key lending rate by the Federal Reserve Bank to a new span of 1.75
to 2.00 percent was expected by the market participants. The European Central Bank expects
its key reference rate of zero percent will stay unchanged at least during the course of summer
2019.