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?
THIS AUTHOR'S POSTS
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.
“The search for yield is ongoing”
“The search for returns continues” – What were the latest developments and what are the yields like?
Fund manager Bernd Stampfl gives the answers to the most important questions.
What potential do biotechnology shares hold?
Biotechnology stocks are among the stocks with the highest growth potential. What can they do and why are they on everyone’s lips? Read on here!
The technology cycle is not over for a while
How does Bernhard Ruttenstorfer, senior fund manager of our technology fund, see the future of technology shares? Find out here.
Possible breakthrough in gene technology driving biotechnology share prices
Biotech shares are regarded as highly promising due to the innovative strength of the sector, but they also tend to be subject to drastic price fluctuations both ways. After a long period of consolidation, biotech shares have embarked on a clear upward trend since May 2018. Harald Kober, Senior Fund Manager, explains the reasons for the investors’ optimism.
The liberalisation of the Chinese equity market is a milestone
230 Chinese A-shares have joined the important MSCI indices and share prices have rebounded from year-lows. Gabriela Tinti, Fund Manager, explains the relevance of the new A-shares.
Russian bonds should see good performance
In this interview Anton Hauser, senior fund manager at Erste Asset Management and expert for Central and East European (CEE) government bonds , talks about the difficult first half of 2018 and illustrates possible future scenarios.