The central bankers’ assessments regarding inflation and the labour market are considered important indicators for future interest rate policy. More on our blog.
ARTICLES IN THE TOPIC “Equities”
Possible breakthrough in gene technology driving biotechnology share prices
Biotech shares are regarded as highly promising due to the innovative strength of the sector, but they also tend to be subject to drastic price fluctuations both ways. After a long period of consolidation, biotech shares have embarked on a clear upward trend since May 2018. Harald Kober, Senior Fund Manager, explains the reasons for the investors’ optimism.
European equities – still time to get on board?
The performance of European equities in the year to date has been disappointing. While in the USA stock exchanges are going from strength to strength, European share prices have been stagnating. Is it still worth investing in European equities?
Austrian stock market 2018: Flattish, with room to surprise on the upside
Over the past three years (2015-2017) the ATX, Austria’s main equity index, posted an annual return of more than 16%, making the Vienna Stock Exchange the best performing European stock market (or second best, if Eastern Europe is included).
Russia back on growth path prior to the World Cup finals, but no reason for euphoria
At the kick-off for the World Cup finals on 14 June, Russia will move to the public limelight for four weeks. Time for a closer look at the Russian economy and equity market.
Sell in May and go away?
Every year at the beginning of May, investors are faced with the question of whether they should leave the stock exchanges and take the profits generated up to that point, and return at a later date in autumn. But is the old stock market adage “Sell in May” still valid?
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.
Equity investors’ interest rate fears may be overblown
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?
Global equities: Five charts on where we stand
2017 was an excellent year for stocks. Developed markets were up more than 16% in local currencies, emerging markets almost 28%. How will the markets develop in 2018?
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.