Erste Asset Management Investment Blog

200 results for the topic "Equities"

ARTICLES IN THE TOPIC “Equities”

Hopes for upswing continue to drive oil and industrial metal prices higher
Hopes for upswing continue to drive oil and industrial metal prices higher
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Hopes for upswing continue to drive oil and industrial metal prices higher

Hopes for an economic recovery, but also the latest inflation fears, have recently fuelled the price rally on the commodity markets, with prices for crude oil and industrial metals continuing to soar. Several metal prices recently rose to multi-year highs.

“Environmentally friendly technologies will be growing for years”
“Environmentally friendly technologies will be growing for years”
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“Environmentally friendly technologies will be growing for years”

Technologies – and, in particular, environmentally friendly ones – were THE big narrative on the stock exchanges last year. The upward trend of these companies continues in view of the clear political cues. Interview with Clemens Klein, Senior Professional Fund Manager.

OPEC+ haggling over production restrictions at ongoing meeting
OPEC+ haggling over production restrictions at ongoing meeting
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OPEC+ haggling over production restrictions at ongoing meeting

The eyes of the international business world are currently fixed on Vienna. At the OPEC headquarters in downtown Vienna, the oil cartel’s member states and its allies are currently haggling over production volumes, and thus the further development of oil prices, via video conference.

Turkey: Erdogan combats crisis with new economic programme after change of staff
Turkey: Erdogan combats crisis with new economic programme after change of staff

Turkey: Erdogan combats crisis with new economic programme after change of staff

After unexpected replacements of the head of the central bank and the finance minister, Turkish President Recep Tayyip Erdogan recently declared war on the inflation and currency depreciation in his country with a new economic programme. In doing so, Erdogan is radically turning away from his previous economic policy line by relying on foreign investment and monetary stability.

“Megatrends work“: One-year anniversary of ERSTE FUTURE INVEST – a positive look back
“Megatrends work“: One-year anniversary of ERSTE FUTURE INVEST – a positive look back

“Megatrends work“: One-year anniversary of ERSTE FUTURE INVEST – a positive look back

These days a fund that has drawn the attention of many investors is celebrating its first birthday: the megatrend fund ERSTE FUTURE INVEST. The performance to date is respectable. Despite the corona pandemic, the fund has recorded comfortable gains, outperforming important stock exchange indices.

US election campaign entering hot phase: decision in the midst of the crisis
US election campaign entering hot phase: decision in the midst of the crisis
© Morry Gash / POOL / AFP / picturedesk.com

US election campaign entering hot phase: decision in the midst of the crisis

In the midst of the corona crisis, following the first TV debate and US president Donald Trump’s infection with the corona virus, the race for the US presidential office enters its critical phase. In nationwide opinion polls, Democratic candidate Joe Biden is currently ahead of Republican incumbent Trump.

Shall I still buy equities or equity funds at this point?
Shall I still buy equities or equity funds at this point?

Shall I still buy equities or equity funds at this point?

The stock exchanges have gone through a rollercoaster ride of shedding 25% in value in March before rebounding sharply and even setting new highs, for example in the USA. In view of the difficult situation due to the corona virus and the resulting tense economic situation, many investors have asked themselves whether it might still pay off to buy after recent share price increases.

Financial markets outlook: equities and high-yield bonds remain first choice
Financial markets outlook: equities and high-yield bonds remain first choice

Financial markets outlook: equities and high-yield bonds remain first choice

On top of the corona situation, two additional developments have been crucial for the development of the financial markets. The central banks have been pursuing a very expansive regime on a global scale, and at the same massive stimulus packages have been passed in an effort to get the economy up to speed again