The corona virus leaves traces in financial market policy. The US Federal Reserve cut interest rates surprisingly early on Tuesday. Erste AM chief economist Gerhard Winzer explains this measure in our interview.
THIS AUTHOR'S POSTS
Russian equities: attractive valuations and high dividend yield
After the strong stock market year 2019, the chances are good for further price gains on the Moscow stock exchange. The extremely low valuation of the shares and the high payout rates make Russian shares one of the most attractive stock market segments. Read more in the interview with ERSTE STOCK RUSSIA fund manager Alexandre Dimitrov.
Positive bottom line for our funds in 2019
Only a few weeks left and then 2019 is history. Thanks to booming stock exchanges and yet another increase in bond prices. Investors can look back on a pleasing balance sheet.
Megatrend environment & clean energy: Leveraging the right kind of companies
Mobility, renewable energy, hydrogen – There are currently many megatrends to save the environment. How can we benefit ?
Megatrend healthcare: medical care and costs as challenge
Healthcare has never been so important as it is today. Which changed living and consumption habits will influence our future the most?
“In 2040, 60% of all new cars will be electric” – Interview with equity fund manager
Equity fund manager Clemens Klein is interviewed about promising new environmental technologies and explains what investing in renewable forms of energy can do to help the environment.
Capital market outlook – expansive central banks fuelling risk appetite among investors
At the beginning of July, important stock market indices reached new all time highs. How will economic growth continue & in which asset classes does Erste Asset Management see the best investment opportunities?
Fund manager-Interview: Turkey after the victory of the opposition in Istanbul
After the victory of opposition politician Ekrem Imamoglu in the mayoral elections in Istanbul, hope is spreading. Alexandre Dimitrov, fund manager of ESPA STOCK ISTANBUL, explains Turkey’s chances for an economic turnaround.
Technology share rally: USA head and shoulders above the rest
After a strong setback in December 2018, technology stocks made a brilliant comeback in the first four months of this year. ESPA STOCK TECHNO fund manager Bernhard Ruttenstorfer explains the reasons for the new price appreciation, from which the technology sector benefits and what must be considered when investing.
What is it about dividends on stocks?
When share prices rise on the stock markets, investors are happy. How do dividend stocks work and what’s in it? In our blog post we give an overview of the main features of dividends.