Numerous companies increasingly see themselves as responsible for doing something to protect the climate, and for good reasons. Erste Asset Management compensates for company-specific CO2 emissions and supports international climate protection projects.
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SERIES: The next 10 years – longterm outlook
You need a mixture of history, economics and politics to hear through the everyday noise and recognize the big trends of the future. In our new series, Erste AM’s investment team identifies those factors that will determine the next 10 years.
Trade conflict between China and the USA – Update from the Investment Division
The trade conflict between China and the USA is gaining further momentum. In our opinion, this should also be seen against the background of the approaching presidential election campaign.
“High octane” for the portfolio
High-yield corporate bonds are currently in keen demand again, driven by the energetic steps taken by the central banks in their fight against the coronavirus crisis.
Continuation of an economic recovery – Update from the Investment Division
The majority of economic indicators point to a continuation of an economic recovery. This is indicated by data on industrial production, survey-based indicators and rising producer prices.
COVID19 Update: Sputnik V – the vaccine that came in from the cold
When Russian President Vladimir Putin celebrated his “Mission Accomplished” moment on August 11th with the announcement of Sputnik V, the world’s first SARS-CoV-2 vaccine, the global scientific community reacted with a mix of skepticism and condemnation. Is this warranted or a result of russophobia?
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
Trump declares war on Chinese companies behind TikTok and WeChat
US President Donald Trump has escalated his fight against the Chinese-owned social media services TikTok and WeChat, and in the process also caused new tensions in the trade dispute with China.
Corporate earnings provide tailwind – Update from the Investment Division
The surprisingly good corporate earnings provided a tailwind & the price of gold continued to rise. Update from the Investment Division.
Shares in positive territory – Update from the Investment Division
The US stock market was lifted by technology stocks such as Apple and Microsoft & earnings growth so far is -10.5%. Update from the Investment Division.