The first half of the year on the financial markets was characterized by price declines in equities and bonds, rising inflation, and the war in Ukraine. What developments does Erste Asset Management expect for the second half of the year?
ARTICLES IN THE TOPIC “Equities”
Fund savings plan: Why it pays off to persevere
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.
Travel Industry Expects Strong Summer Season After Two Years of Crisis
For companies in the tourism and travel industry, this could mean a return to profitability despite staff shortages and higher fuel prices.
World Economic Forum in Davos Sees World at Turning Point After Pandemic-Induced Break
The World Economic Forum in Davos, Switzerland, focused on the topics of the Ukraine war, inflation, supply chain problems, food shortages and climate change. How do top politicians and leading economists assess the situation?
Investment update: Increased volatility on the stock markets
The financial markets started this week with high volatility. The US leading index S&P 500 suffered a loss of more than 2% since Monday, while the European index EuroStoxx 600 is almost 3% lower. What will we observe in the coming days?
Streaming Industry Shake-Up: Pioneer Netflix Losing Customers for the First Time
After the Netflix share price crash: Are the golden days for streaming providers like Netflix and Amazon over? What new plans could inspire investors?
Water risks in investment – more than just a drop in the bucket?
Drinking water is one of the earth’s limited resources. Water shortage can entail a variety of implications. On the occasion of World Water Day, Walter Hatak, Head of Responsible Investments at Erste Asset Management, analyzes the risks of water consumption.
Interview: What do the sanctions imposed on Russia mean for our funds?
What are the effects of the sanctions imposed on Russia on our funds? Interview with Alexandre Dimitrov, Senior Fund Manager with more than 20 years of experience and special field of expertise: equity markets Russia and CEE.
Investment Update: First steps to interest rate hikes and volatility in the stock markets
Stocks posted significant gains on Wednesday after U.S. Federal Reserve Chairman Jerome Powell signaled that the central bank would begin raising interest rates this month. Stock markets interpreted this as a positive signal in the sense that the threat to growth posed by the war in Ukraine did not justify a change of course in monetary policy at the moment.
Ukraine conflict: sanctions against Russia
Last Friday saw the West’s first reaction to the invasion. Both the US, the EU and the UK announced sanctions against Russia. These mainly target Russia’s largest banks, oligarchs and the export of technology goods to Russia.