60 results for the topic "Equities"

ARTICLES IN THE TOPIC “Equities”

Equity returns and dividends: it depends on the market phase
Equity returns and dividends: it depends on the market phase
(c) Fotolia

Equity returns and dividends: it depends on the market phase

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.

Inflation worries weighing on stock exchanges
Inflation worries weighing on stock exchanges
(c) iStock

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.

European banks: Outlook for 2018
European banks: Outlook for 2018
(c) iStock

European banks: Outlook for 2018

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). The strongest positive impulse came from the French elections in April last year, where the populist threat was successfully defeated by Emmanuel Macron, arguably the most market-friendly candidate among the contenders. A robust European economy and a solid business sentiment throughout the year also helped banking shares go higher.