Erste Asset Management

201 results for the topic "Equities"

ARTICLES IN THE TOPIC “Equities”

Strong first half of the year: What`s next for the stock markets?
Strong first half of the year: What`s next for the stock markets?
(c) pexels

Strong first half of the year: What`s next for the stock markets?

The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.

Benefit from the megatrend Artificial Intelligence with equities
Benefit from the megatrend Artificial Intelligence with equities
(c) unsplash

Benefit from the megatrend Artificial Intelligence with equities

The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.

“A mild economic downturn has already been priced in by the market”
“A mild economic downturn has already been priced in by the market”

“A mild economic downturn has already been priced in by the market”

With the ERSTE REAL ASSETS mixed fund, investors can invest in real assets – and have indeed been doing so for two years now. On the occasion of the fund’s two-year anniversary, Philip Schifferegger, fund manager of ERSTE REAL ASSETS, is taking a look at the current market situation. He also explains why the fund is well equipped for both positive and negative market phases.