US retailers are looking forward to another high-turnover back-to-school-season leading up to the start of the new school year. This time of the year plays an important role in the US and is regarded as the second-strongest sales driver after Christmas season.
LATEST CONTRIBUTIONS
Strong USA, weak emerging markets, risk of inflation – is the economic boom drawing to an end?
This blog entry will discuss three scenarios for the coming quarters and the coming year.
The primal fear of “Profiling”
Many people harbour an undefined fear of psychologists. Maybe it is the fear of someone being able to look inside them and know what they are thinking. And, let’s be honest: how many times didn’t you think: “Thank God nobody knows what I am thinking right now”? But that was in the past. Nowadays, Google, Facebook, Amazon et al. know quite well what we are thinking. Apparently even better than we do ourselves or the people close to us.
Investment Board
The Erste AM Investment Board gives a form to the responsive dialogue with and among sustainability research agencies.
Pro Big Data – What are we really afraid of?
My wife was not happy when I ordered Alexa and set her up in our living room without consulting her. She takes a sceptical stance vis-à-vis the digital world. I admit I could have asked her in advance, but I would have known the answer.
Contra Big Data – When the algorithm knows too much
“If you have nothing to hide, you have nothing to be afraid of”. What is at the core of this argument? After all, the user of social media platforms decides which of their private information to relinquish for public consumption.
Equities
Austrian stock market 2018: Flattish, with room to surprise on the upside
Over the past three years (2015-2017) the ATX, Austria’s main equity index, posted an annual return of more than 16%, making the Vienna Stock Exchange the best performing European stock market (or second best, if Eastern Europe is included).
Sustainability
Investment Board
The Erste AM Investment Board gives a form to the responsive dialogue with and among sustainability research agencies.
Bonds
YIELD RADAR: September 2018
Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.
Know-How
A brief history of time.. and markets
In the nineteen-sixties, mathematician Benoit Mandelbrot noticed something that experienced traders had known for long: that time at the stock exchange does not always run the same. Read about the relativity of time here.
Markets
YIELD RADAR: September 2018
Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.