2017 was a positive year on the global capital markets. We have analysed which blogs were the most popular ones last year.
THIS AUTHOR'S POSTS
2017: a positive year on the global capital markets
Capital markets recorded a positive year of 2017. The performance of the various asset classes was of the textbook variety: the higher the risk, the higher the return.
Bribery accusations put shock to Brazilian capital markets
Last Thursday, incriminating video and audio tapes emerged that linked current President Michel Temer to bribery. The accusations have thrown Brazil into a deep political crisis, and the capital markets have lost massively.
The best global equity funds under one roof
Markus Jandrisevits has been the manager of our global flagship equity fund since 28 February 2002. The performance to date is impressive on an international scale. I asked Markus what was special about his investment approach and how he has positioned himself in the current stock market phase of high political risks.
What investors can learn from Maria Theresia and the Vienna stock exchange
Austria celebrates the 300th birthday of Maria Theresa. She was born on 13 May 1717 in Vienna. It was her who founded the Vienna stock exchange in 1771 on the basis of an imperial patent (see image), after an earlier, failed attempt in 1761. Even though a lot has changed politically, economically, and technically since then, the eventful history of the Vienna stock exchange is still very instructive for every investor.
Best of Erste AM Investment Blog 2016
The last year 2016 was full of surprises also on the capital markets. Most asset classes could finish the year with a solid plus. We have analyzed, which blogs were the most popular in the last year.
2016 – a capital markets year in review
2016 was full of surprises on the stock exchanges. At the beginning of the year, economic concerns in China, the second-biggest economy in the world, triggered drastic losses on the stock exchanges. Over the year, cautious optimism gradually returned: the oil price recovered, and the stock exchanges in the emerging markets rebounded. Brexit and Donald […]
A slightly different view on Russia
Alexandre Dimitrov, Senior Fund Manager for the Russia equity fund of Erste Asset Management, sums up his personal impressions of the investor conference in Moscow at the end of October. The picture is surprisingly positive…
Emerging markets bonds in demand
Economic growth in the emerging markets has picked up substantially, while that in the industrialised economies has been rather stable. This has led to an increase in the growth differential in the emerging markets’ favour. Investor demand for emerging markets bonds has been on the rise in search of higher yields and interest rates.
“The trust in emerging markets is returning”
ESPA STOCK GLOBAL EMERGING MARKETS: Three questions for Gabriela Tinti, Senior Fund Manager