All articles on the topic “Equities”
Banks, IT companies and car manufacturers report profit gains in Q1
The reporting season is drawing to a close. Most of the companies listed on the stock exchange exceeded analysts’ estimates. The outlook for the future is also optimistic.
Sustainable income with “double dividends”
Comfortably making return on the money market via interest? A thing of the past. Investors wanting to outsmart inflation should think about dividends and dividend shares. The combination of dividend shares with a selection process that takes into account ESG criteria constitutes an interesting investment alternative. So there is a kind of “two dividends”.
How are global equity markets doing?
The global stock markets got off to a strong start into the new year and continued to gain, which means that the bull market has now lasted for almost a year. However, the market structure has changed significantly in the past few months. Our equity expert Tamás Menyhart analyzes the current situation.
Are dividend shares “in” or “out”?
Dividend shares have been sidelined by investors in recent years. At the moment, however, their valuation is significantly more attractive than that of the Growth segment, making them worth a serious consideration.
What does the term “SPAC” mean?
A differently designed path to the stock exchange has gained in importance since 2020. The term for this is SPAC (“Special Purpose Acquisition Company”). What’s behind it?
US and Europe restarting joint efforts in fight against climate change
The USA and the EU are back on the same page as new President Joe Biden takes office. The new US climate envoy John Kerry, on his first visit to Brussels in this role, underlined the importance of the renewed climate alliance with Europe. “We are committed to renewing our strong alliance in the fight against the climate crisis,” the former US Secretary of State said in a joint statement with EU representatives last Wednesday.
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”
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.
GameStop – what is a short squeeze?
The stock of the computer game seller GameStop has become synonymous with the trial of strength between retail investors and large hedge funds. Head of Global Strategies & Research Alexander Sikora-Sickl explains the situation and the term short squeeze
US earnings season gets off to a positive start, Netflix with record figures
On the world’s stock exchanges, earnings season in the USA is being followed with great interest. During this period, almost all major listed US companies report on their past financial quarter and give an outlook for the coming year.
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
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
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
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?
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
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
Race for Corona vaccine: 25 vaccine candidates in clinical trials
The pharmaceutical companies and universities racing to develop a corona vaccine are making strides: according to the World Health Organisation (WHO), 25 candidates are currently undergoing clinical trials.
Update Covid19 – Potential vaccine is a logistical challenge
Covid19 vaccine: The companies Biontech and Pfizer developed effective antibodies in initial tests. The hope for a vaccine remains. Will it be logistically possible to distribute everything quickly?
Dividend shares in times of corona – what investors should pay attention to
In times like Corona, investors fear not only price losses but also loss of dividend payments. What investors should pay attention to and how have dividend shares been held so far?
Interview: What to expect from equity markets
What to expect from equity markets? Interview with Peter Szopo, Chief Equity Strategist with Erste Asset Management, about the current situation on the capital markets.
Balanced funds: the current investment strategy
Whether the measures taken by governments and central banks will take effect – these remain the decisive questions for the capital markets. The investment strategy of the YOU INVEST funds continues to be dominated by the pandemic and the measures taken to combat and contain the consequential losses.
Corona crisis dampens expectations for business figures
The first reporting season of 2020 in the USA is dominated by the corona crisis. What trends can be seen from the Q1 figures for the rest of the year?
Equity strategies by comparison: quality comes out on top
The selection of stocks based on certain factors has become popular again in recent weeks due to the corona virus crisis. What are the stock strategies that can benefit you the most? We present the most important ones.
ERSTE FUTURE INVEST: Megatrends cannot be stopped
Interview with fund manager Bernhard Selinger on the development of the fund ERSTE FUTURE INVEST.
Dow Jones: A brief history of the crisis
As the world’s best-known stock index, the Dow Jones Industrial index provides an overview of the most serious crises from the perspective of the financial markets. History shows that a deep fall does not necessarily mean a long dry spell.
20th anniversary of the dot-com bubble: The return of tech stocks
20 years later: The high point of the “dot-com bubble” is approaching. Stock markets and technology stocks plummeted at the time but investors were still able to make a small fortune. We take a look at the return of technology stocks.
First virtual chart analyst – bot learns to “look at” charts
The intuition of an experienced chart analyst contributes significantly to a correct forecast. With the help of around one million charts of shares, Erste AM trained the world’s first virtual chart analyst.
Russian equities: attractive valuations and high dividend yield
After the strong stock market year 2019, the chances are good for further price gains on the Moscow stock exchange. The extremely low valuation of the shares and the high payout rates make Russian shares one of the most attractive stock market segments. Read more in the interview with ERSTE STOCK RUSSIA fund manager Alexandre Dimitrov.
Bargains, sales and dividends: Hopeful signs for US retail investors
Thanksgiving, Black Friday and Cyber Monday are considered to be the weeks with the highest retail sales. How can investors benefit from the US Christmas business?
Artificial Intelligence as investment in the future
Artificial intelligence opens up new opportunities to invest. Which developments and companies are most interesting? And how is the best way to do it?
A recovering global economy?
The recovery of the world economy has become more likely: First AM chief economist Gerhard Winzer gives an outlook on whether the trend reversal is done.
Megatrend environment & clean energy: Leveraging the right kind of companies
Mobility, renewable energy, hydrogen – There are currently many megatrends to save the environment. How can we benefit ?
Megatrend healthcare: medical care and costs as challenge
Healthcare has never been so important as it is today. Which changed living and consumption habits will influence our future the most?
“In 2040, 60% of all new cars will be electric” – Interview with equity fund manager
Equity fund manager Clemens Klein is interviewed about promising new environmental technologies and explains what investing in renewable forms of energy can do to help the environment.
Fund manager-Interview: Turkey after the victory of the opposition in Istanbul
After the victory of opposition politician Ekrem Imamoglu in the mayoral elections in Istanbul, hope is spreading. Alexandre Dimitrov, fund manager of ESPA STOCK ISTANBUL, explains Turkey’s chances for an economic turnaround.
India-election: Government strengthened for upcoming challenges
In May, the general election in India brought a clear victory for former PM Modi. The Indian stock market increased almost continuously. Can the strong economic growth continue? More in our blog!
“Charts don’t tell the future. They tell stories”
The US and Europe are the two most important equity markets worldwide. In our article, we present 6 charts that show the difference between the European and US stock markets.
Technology share rally: USA head and shoulders above the rest
After a strong setback in December 2018, technology stocks made a brilliant comeback in the first four months of this year. ESPA STOCK TECHNO fund manager Bernhard Ruttenstorfer explains the reasons for the new price appreciation, from which the technology sector benefits and what must be considered when investing.
IPOs in demand again
During the first quarter conditions for a stock market debut have improved. Recently big names have also increased expectations for further IPOs.
What is it about dividends on stocks?
When share prices rise on the stock markets, investors are happy. How do dividend stocks work and what’s in it? In our blog post we give an overview of the main features of dividends.
Earnings Season: US stock markets climb to record levels after unexpectedly good figures
A US stock exchange peaked in the reporting season last week. In any case the first quarter was already doing exceptionally well. Whether and how long this pace can be maintained is questionable. Will the current phase on the US stock exchanges soon be nearing its end?
European banks: equity issues and lessons from the financial crisis
What has the financial crisis shown us and what lessons have policy makers learned about “too big to fail”? The Deutsche Bank Commerzbank merger offers a lot of conversation points.
Turkey after the local elections
The local elections in Turkey had been built up by President Erdogan to be a test of his policies. What do the results mean for Turkey’s economy?
Decent, not thrilling – the reporting season in the US and Europe
What are the trends that have become apparent in the current reporting season in the US and Europe? Find out more in our new blog.
Big Trouble in Little China?
Trade war, a possible cooling of the world economy and growing uncertainties at the home market: is the Chinese dragon spinning?
New year gains for stock markets as hopes for end of trade dispute increase
As hopes for an end to the trade war between the US and China increase, the stock markets reflected the sentiment with gains at the outset of the new year. Find out more in the new blog entry.
Low Return on Assets – where can savers still find decent interest rates?
Many savers are fed up with investing their saved-up capital at low interest rates. The question everyone is asking themselves now is how to earn a good yield on one’s hard-earned capital in times of low interest rates like nowadays?
European banking overshadowed by Italian banks
The year started strongly for European markets with investors favoring Italian banks and stocks. But then came the budget proposal of the new Italian government, changing the mood abruptly. Read about it in our new blog!
Changes in the MSCI Emerging Markets Index
In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
The technology cycle is not over for a while
How does Bernhard Ruttenstorfer, senior fund manager of our technology fund, see the future of technology shares? Find out here.