Erste Asset Management - Blog

Gast-AutorIn / Guest Author
The guest author is used for persons who do not publish blog posts on a regular basis. They could also be external persons (not from Erste Asset Management).
Gast-AutorIn / Guest Authors Posts
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Gast-AutorIn / Guest Author am 11th April 2018

Judging Managers’ Character

(c) iStock
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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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

(c) iStock
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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Gast-AutorIn / Guest Author am 22nd March 2018

World Water Day 2018: Smoke on the water – the water footprint of sustainable investments

(c) iStock

Author: Walter Hatak, Research Analyst

 

The World Water Day was first introduced on 22 March 1993. The goal was to anchor the meaning of water and thus the efficient use of this critical resource in the collective consciousness. Despite the long history, the importance of water from the point of view of risk has only recently gained in relevance.

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Gast-AutorIn / Guest Author am 20th March 2018

Knowing the Future: parallels between weather and financial forecasting

(c)iStock
Rosmarie De Witt, ZAMG

Google ‚forecasting future‘, and over 28 million hits appear. Clearly, knowing what will happen before it happens is big business: from financial markets to the weather, and anything in between, says Rosmarie de Wit, Austrian center for meteorology  (ZAMG).

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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.

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Gast-AutorIn / Guest Author am 23rd February 2018

Investment stories in Latin America

iStock
Christian Gaier, senior fund manager of government bonds of emerging markets

The 4th BBVA Latin American Local Markets Conference in London gave me the chance to speak in detail with some local Latin American representatives. In the following, I would like to share some of the insights I gained from these conversations and the narratives that may affect 2018.

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Gast-AutorIn / Guest Author am 12th February 2018

Disastrous environmental balance of Bitcoin

Stefanie Schock, sustainable investment team Erste Asset Management

The entire Bitcoin network already requires more energy than Peru or Hong Kong, or almost half of Austria’s power supply. Such a development is clearly at odds with achieving the goals of the Paris Climate Agreement, i.e. to curb global warming to below 2 degrees.

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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.

 

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