At this year’s IT trade fair CEBIT, the focus was on robots that support humans in their daily routine; on drones that can be used for difficult jobs in the field such as oil rigs; driverless electro busses that are steered by sensors and accelerate and stop autonomously; and various other technological innovations that are no fiction but have in fact already entered our daily lives. Of what relevance are they for the economy, for companies, for consumers – and for investors?
The US central bank Fed increased the Fed funds rate last Wednesday. The risky asset markets reacted to the move with an increase. At the same time, the US dollar depreciated. How can that be explained?
In case of sustainably generated power, supply often does not match demand.
The Erste AM Investment Board gives a structured form to the ongoing and responsive dialogue with and among sustainability research agencies. The Board offers the chance to integrate in-house and external research. It also discusses rating details, the ESG‘s assessment of the IPOs of new issuers and sustainability issues in general.
The Company of the Month is selected due to recent developments and in connection with the topic ”Batteries”.
Germany is home to the currently biggest storage battery of Europe which produces 5 megawatts. More Facts about batteries in this blog entry.
Engagement is of great importance for EAM‘s sustainable investment approach. It combines own initiatives with collaboration on a national and international level. The structured engagement process is based on the „EAM Engagement Guideline“ which determines engagement issues, approach and procedures.
“Waste separation is pretty much a commonly held dogma in Austria” says Gerold Permoser, Chief investment Officer (CIO) and Chief Sustainable Officer (CSIO) of Erste Asset Management.
In 2016, election results surprised us twice: both the Yes vote for Brexit and Donald Trump’s victory in the USA were unexpected, but did happen. This prompts the question of whether the European Union (EU) is in peril because of the French elections in April.
The stock exchanges in the emerging economies and their performances have fallen short of expectations in recent years. Speculations about the weakening economy of China, the decline of commodity prices, and an appreciating US dollar have had a detrimental effect on emerging markets. However, the trust of investors in these markets has been making a comeback since 2016.