Erste Asset Management - Blog

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Gerhard Winzer am 20th April 2018

Bleaker sentiment on the financial markets

(c) iStock

The environment on the financial markets has become a bit bleaker. Growth rates of industrial output and the survey-based indicators for economic growth are falling, while the trade conflict between the USA and China and the tense geopolitical situation in the Middle East has caused the risk for global growth to increase further.

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Paul Severin am 16th April 2018

YIELD RADAR: April 2018

The economy continues to grow strongly and on a broad basis. At the same time, we can see that the momentum is faltering. The monetary policy has become noticeably more restrictive. Bank of Japan recently announced that it was internally pondering exit scenarios for its asset purchase programme. The ECB is expected to terminate its programme within the coming twelve months. Federal Reserve, Bank of England, and Bank of Canada will soon raise their interest rates further.

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Gast-AutorIn / Guest Author am 11th April 2018

Judging Managers’ Character

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Mikuláš Splítek

Author: Mikuláš Splítek, Fund Manager

 

It is a wonderful situation for a stock picker when a factor is important, knowable, and overlooked. Assessing managers’ character is clearly important.Read more

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Gerold Permoser am 10th April 2018

Financial Markets Monitor April: upside-down scenario

(c) Fotolia

On 3 April, we held our monthly Investment Committee meeting. Only three weeks after the previous one – three weeks that were tightly packed with issues, as we can see in the performance data of the most important asset classes. Equities and high-yield bonds have lost value, whereas Eurozone government bonds and emerging markets bonds have recorded gains. An upside-down scenario, compared to previous months.

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Gast-AutorIn / Guest Author am 05th April 2018

2018 elections in Hungary: political stability – curse or blessing?

Victor Orban (c) iStock/Collage
István Kovács, Portfolio Manager Erste Asset Management Hungary

The FIDESZ-Christian Democratic coalition under prime minister Victor Orbán won the general election. They gathered 133 of the 199 seats, an expected 2/3 majority for the governing parties.

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Gast-AutorIn / Guest Author am 05th April 2018

Helping people to help themselves

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Martin Cech

 

Microfinance investments help improving lives and facilitate stable returns

There are investments that create a better world. Microloans give people in the Third World a chance to a better life and facilitate a stable yield for domestic investors. Read more

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Gast-AutorIn / Guest Author am 03rd April 2018

Data leak by Facebook – are technology shares at risk?

Open questions about the processing and leaking of data by the social media giant have triggered a correction among technology companies.

Bernhard Ruttenstorfer, fund manager of our technology equity fund, has answered questions regarding Facebook et al. in this flash interview.

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