Erste Asset Management - Blog

Posts on: Equities
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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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Harald Egger am 15th March 2018

Equity returns and dividends: it depends on the market phase

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To most people, the notion of the performance of shares relates to changes in the share price. This does not take into account the second component of return, i.e. the dividend. Simply looking at the share price development seems too one-sided to me. After all, dividends may account for up to a third of total return, as is the case for example for the shares listed on the Vienna stock exchange. However, shares with strong dividends do not generate the highest total return in every phase of the market.

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Peter Szopo am 02nd March 2018

Equity investors’ interest rate fears may be overblown

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Fears of rising interest rates are back. Was the recent 9% correction in global equities just a market blip, amplified by technical factors related to the trading of volatility products? Or something more serious – a regime shift signalling the end of the equity bull market as many have argued?

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Paul Severin am 06th February 2018

Inflation worries weighing on stock exchanges

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Peter Szopo, Erste Asset Management

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.

 

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Peter Szopo am 29th January 2018

Global equities: Five charts on where we stand

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2017 was an excellent year for stocks. Developed markets were up more than 16% in local currencies, emerging markets almost 28%. Read more

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Gast-AutorIn / Guest Author am 25th January 2018

European banks: Outlook for 2018

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Autor: Tamas Menyhart, Fund Manager Equities, Erste Asset Management

 

European banks (as measured by the Stoxx 600 Banks Index) had a decent year in 2017: the index climbed more than 8%, slightly outperforming the broader European market (Stoxx 600 Index).

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Peter Szopo am 21st November 2017

Equities: Optimistic, but cautious

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2017 has been another bumper year for global equities with the MSCI All Country Index gaining ca. 18% in the first ten months in dollar terms. November, however, has not started well for risky assets.

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Harald Egger am 25th October 2017

Equities amid rising interest rates

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Equities have without a doubt benefited from falling or low interest rates in the past. Along with company earnings, the level of interest rates is indeed a crucial driver of dividend-paying shares.

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Gast-AutorIn / Guest Author am 16th October 2017

Dividend shares with new momentum

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Author: Dieter Kerschbaum, Communications Specialist Österreich

 

Half a year ago we launched a new equity fund, which offers an investment opportunity in global equities with a stable dividend yield above market average. At the same time, we take into account criteria of sustainability as well as social and ethical criteria in the stock picking process. We spoke with Alexander Sikora-Sickl, who is responsible for the investment process, about the performance since the launch of the fund and about the environment for dividend shares.

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Gast-AutorIn / Guest Author am 15th September 2017

European bank shares picking up

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Autor: Tamas Menyhart, Fund Manager Equities, Erste Asset Management

 

After years of drought, European bank shares have shown a solid performance in the year to date. Read more

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