Best of Erste AM Investment Blog 2017

Best of Erste AM Investment Blog 2017
Best of Erste AM Investment Blog 2017
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2017 was a positive year on the global capital markets (see blog from 2 January 2018). We have analysed which blogs were the most popular ones last year.

Over the course of the year we have posted 100 blogs, which were clicked by 99,221 visitors. Among the most popular ones were the following topics:

  1. Equities: Threats and opportunities of rising interest rates (7.2.) – Peter Szopo
  2. What investors can learn from Maria Theresia and the Vienna stock exchange (12.5.) – Paul Severin
  3. What effect does the French election have on the bond markets? (17.3.) – guest author/Stephanie Clam Martinic
  4. Equities amid rising interest rates (25.10.) – Harald Egger
  5. Global stock markets: Break, correction or worse (30.8.) – Peter Szopo

Very popular were also our surveys. On average 294 persons did participate. Last year this crowd could assess the developments of the markets very well. Hence, it is worth while to check closely the surveys of our community.

The most popular surveys in 2017

Number of Yes Votes

Number of No Votes

Will the German yield curve move into positive territory this year? (20.4. – 18.5.)

 156

301
Will there be a positive surprise in global growth in the next 12 months? (7.3. – 7.4.)

203

176
Are equity markets entering a correction phase? (19.5. – 17.6.)

201

163
Do you expect core inflation to increase above 1.0% until year-end? (7.4. – 20.4.)

230

92
Do equity markets underestimate the political risks? (19.1. – 18.2.)

199

117

Thank you very much for reading and participating in our blog!

RESPOND TO THE ARTICLE

Paul Severin has worked at Erste Asset Management since April 2008. Until 2012 he was responsible for the company’s product management; he has directed communications and PR activities since April 2012. From 1992 to 2008, he was director of equity fund management and deputy director for institutional funds at Pioneer Investments Austria in Vienna.

His career in the securities business began in 1992 at Constantia Privatbank as a portfolio manager and analyst. He worked as primary analyst at Creditanstalt Investmentbank in Vienna from 1994 to 1999.

He studied international business at Innsbruck University and Marquette University in Milwaukee, WI, USA. Before his university studies, he worked at Dornbirner Sparkasse in letters of credit and export financing.

Paul Severin is a member of the board at ÖVFA (Austrian Association for Financial Analysis and Asset Management) and a CEFA charter holder.

Paul Severin is also on Twitter: @paulseverin

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