In the past year, numerous trouble spots preoccupied the markets. In his market commentary, Gerald Stadlbauer, Head of Discretionary Portfolio Management, gives an outlook on what 2023 might bring.
ARTICLES IN THE TOPIC “Equities”
ERSTE GREEN INVEST – with a tailwind towards energy transition
With the energy transition and the necessary ecologisation of the economy, “green technologies” are likely to remain one of the megatrends of the coming years. The ERSTE GREEN INVEST impact fund invests in precisely those companies whose business models could benefit from this megatrend.
Retailers hopeful for Black Friday and Cyber Week
On Black Friday and Cyber Monday, many retailers traditionally draw shoppers with discounts and special offers. In view of high inflation and rising interest rates and their potential impact, the financial markets are looking particularly eagerly to the two big holiday shopping days this year.
Technology stocks in the verge of a comeback?
Due to fears of recession, rising inflation and interest rates, US technology stocks have come under pressure in 2022. The prospect of falling inflation, fueled by recent data from the US, could put them back on track for growth. We explore the question of whether tech stocks are on the verge of a comeback.
Review and outlook: “2022 turned out to be a tough year for equities”
On the stock markets, the year 2022 was characterized by high uncertainties and volatility. Tamás Menyhárt, senior fund manager at Erste Asset Management and equity expert, therefore draws an initial summary of the stock market year and ventures an outlook for the coming months on the markets.
Bearish Stock Markets After Third-Term Re-Election of Chinese Head Of State Xi Jingping
Hands off Chinese equities? The confirmation of another term in office for China’s state and party leader Xi Jinping triggered a plunge in share prices on the Hong Kong and Shanghai stock exchanges. Equities Technology in particular came under pressure. What happens now?
Dividend strategy: falling prices may still come with opportunities
Corrections on the markets are often painful, as previous price gains are reduced or the investment even slips into the loss zone. However, price declines can also offer opportunities. Our expert Johann Griener presents a possible entry strategy for the dividend share segment.
Is now the right time to invest in equities?
Global equity markets have been under pressure for several months. The short recovery phase in the summer did not last long. What are the reasons for the bear market and when could be a good time to enter?
The “Squirrel Principle” – get through winter on dividends
Dividend shares provide regular profit distributions even in difficult times on the stock market. This makes them particularly interesting in the current market environment.
What happens to equities when interest rates rise?
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?