Do the Big Data advantages and opportunities outweigh the disadvantages and possible consequences in today´s digital world? Find out more in our blog.
THIS AUTHOR'S POSTS
YIELD RADAR: September 2018
Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.
Diversification – why you should not put all your eggs into one basket for Easter!
“Don’t put all your eggs into one basket” – who has not heard this old stock market adage. With Easter approaching, we are having a closer look with the latest figures.
Inflation worries weighing on stock exchanges
In the past two days, the stock exchanges, spearheaded by the New York Stock Exchange, have shed the entire previous gains of 2018. Even last week, inflation worries had started to weigh on the markets. But the recent reaction was extraordinarily strong, with experts likening it to the excellent employment report in the US. We have asked Peter Szopo, our equity strategist, about the current market situation.
Best of Erste AM Investment Blog 2017
2017 was a positive year on the global capital markets. We have analysed which blogs were the most popular ones last year.
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.
Diversification – why you should not put all your eggs into one basket for Easter!
“Don’t put all your eggs into one basket” – who has not heard this old stock market adage. With Easter approaching, we are having a closer look at the background of this saying.