Erste Asset Management - Blog

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/04/iStock_000023233493Large-890x390.jpg
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.

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/03/iStock-172628327_ENG-890x390-1520257397.png
Gast-AutorIn / Guest Author am 05th March 2018

Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy

iStock

The economic environment for Italy remains challenging. The fundamental problem is the low economic growth. Although the composition of the future government is still unclear, the party programs imply a persistent reform deadlock.

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/01/iStock-628365610_prag-890x390.jpg
Gast-AutorIn / Guest Author am 30th January 2018

Czech Presidential Election and the reaction of the markets

(c) iStock

Guest author: Margarita Sinitsyna, Fund Manager, Czech Republic Branch

 

With both rounds of the Czech presidential election behind us, we can now take a look back at some of its highlights. Incumbent Milos Zeman reaped a narrow edge over his challenger Jiri Drahos.

 

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/04/Bild1-890x390.png
Gerhard Winzer am 08th May 2017

Macron wins French elections

(c) iStock

The elections are over. The next President of France will be Emmanuel Macron. This strengthens the camp of the liberal EU supporters. What does this result mean for the capital markets?

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/03/iStock-534000920-890x390.jpg
Gast-AutorIn / Guest Author am 17th March 2017

What effect does the French election have on the bond markets?

(iStock)

Author: Stephanie Clam Martinic
Senior Fund Manager Multi 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.
Will Marine Le Pen win the presidential election in France and then lead the country – one of the original founders of the European Union – out of said union?

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2016/10/iStock_98354445_LARGE_Clinton-890x390.jpg
Gerhard Winzer am 10th November 2016

The impact of Donald Trump’s election victory

© iStock.com

After a long campaign, the results of the US presidential election are in: Donald Trump will be the next President of the United States. In addition, the Republican Party has retained its majority in Congress. What are the repercussions for the global economy and the financial markets?

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2016/07/iStock_70805053_XLARGE-890x390.jpg
Harald Egger am 19th July 2016

Japanese stock exchanges rally after Prime Minister wins elections

The Japanese equity market has been among the weakest ones in the year to date. At -15% (as of 12 July 2016; source: Bloomberg), the Nikkei index is one of the worst performers. For euro investors, the bottom line is not as abysmal: adjusting the loss for the development of the Japanese yen vis-à-vis the euro, the performance improves to -4% (Bloomberg). In spite of the negative sign, the net result still outperforms European equities.

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2016/05/Fotolia_49606471_L-890x390.jpg
Harald Egger am 20th May 2016

What ratios are relevant in the selection of equity sectors?

Photo: Fotolia

Shares (equities) are classified, among other criteria, according to sectors, e.g. healthcare, consumer goods, energy etc. Shareholders pursue different approaches when it comes to the classification process. In this report we follow the methodology of MSCI, a US financial service provider that offers international equity indices and risk analyses.
Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2015/11/Istanbul_MEV22029-890x390-1446473759.jpg
Sevda Sarp am 02nd November 2015

Turkish Elections Update

With the current outcome, the uncertainties in Turkish economies are off the table. AKP (governing party Justice and Development) will now have 316 seats in the parliament. This is enough to form a single party government, still, it falls short of constitutional majority – the most market friendly outcome. There will be a positive sentiment as Turkey goes back to business. After a period of deepened political uncertainties, the election outcome leads to some relief on Turkish capital markets.

Read more

https://blog.en.erste-am.com/wp-content/uploads/sites/13/2015/10/Türkei1_GruberU-890x390.jpg
Sevda Sarp am 30th October 2015

Turkish Elections Round Two

Ⓒ Ulrike Gruber

Turkish early elections to be held on 1 November, 2015; and once more, the market is waiting for a positive outcome. Neither the country nor the market has more tolerance to absorb any further political uncertainty; however, the election outcome may not be too different from the results back in June 2015. Nevertheless, this time Turkey is closer to a coalition government.

Read more

Subscribe to Blog by E-Mail