Latest Posts
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.
TikTok ban in the USA – Update from the Investment Division
TikTok is the focus of the dispute between the US and China & corporate bonds posted their best month in June. Update from the Investment Division.
FOMC Meeting – Update from the Investment Division
Yesterday, the Fed was the focus of attention & the increase in Covid 19 infections could put further pressure on the economy. Update from the Investment Division.
„I just can’t get enough“– Update from the Investment Division
In one hit the Black Eyed Peas sang “I just can’t get enough”. Even governments and central banks seem to have fallen in love with economic stimulus packages. Update from the Investment Division.
Losses for risk investments – Update from the Investment DivisionOutlook.
The markets for risky assets ended last week with losses. The main reason was the escalating tensions between China and the US. Update from the Investment Division.
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.
EU summit: Agreement on billion-euro aid package – Update from the Investment Division
The EU heads of state and government have agreed on a billion euro aid package. It is the largest in the history of the EU. Update from the Investment Division.
Marathon talks on EU Corona aid packages – Update from the Investment Division
The weekend was marked by marathon talks between EU leaders. So far, no agreement has been reached. Update from the Investment Division.
Canada’s central bank – Update from the Investment Division
Canada’s central bank has left the key interest rate unchanged and no change in monetary policy stance is expected at today’s meeting of the Governing Council.
Stock markets in the corona crisis – Update from the Investment Division
The stock markets continue to be caught between the economic recovery on the one hand and the rising number of new infections in the USA on the other. Update from the Investment Division.
Corona crisis continues to weigh heavily on the aviation industry
Despite the recent border openings, the corona pandemic continues to impact the aviation industry.
Are technology shares the new utilities?
The last few months in particular have impressively shown us that IT is a critical factor for our society. Are technology companies and their shares what utilities used to be?
Increasing new infections – Update from the Investment Division
After the easing measures new global infections continue to rise. The stock markets remain unimpressed by this. Update from the Investment Division.
Trading session in Asia – Update from the Investment Division
Asian stock exchanges traded significantly higher & new infections with the Covid-19 virus reach new record levels. Update from the Investment Division.
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?
US Consumer Confidence – Update from the Investment Division
Consumer confidence is rising in the USA. An index that measures consumer confidence is the largest growth and has clearly exceeded expectations for the index. Update from the Investment Division
EU GREEN DEAL: OUT OF THE CRISIS, BUT THE RIGHT WAY
The “European Green Deal” is a new vision for a sustainable and fair economic system in Europe. Green investments can also be profitable investors in the long term.
The European Green Deal: Do no significant harm
A European Green Deal is the ambitious goal of the EU to implement a new growth strategy to stop net greenhouse gas emissions by 2050 and make economic growth independent of resource use.
Active ownership in times of Covid-19
Corporate dialogues were not particularly hindered by Covid-19. After a short collection phase, both in the companies and in our company, corporate dialogues were resumed or already ongoing dialogues were continued.
An entire bus fleet of sustainability
The EU wants to be climate-neutral by 2050. Mobility – one of the biggest producers of greenhouse gases – is of particular relevance to this strategy. Traffic is currently responsible for more than 25% of total CO2 emissions in the EU. Road traffic accounts for 72% thereof, and traffic by air and by water for […]
Everybody will know someone who is affected by climate change
Will Europe become the first climate-neutral continent in the world? What has become of the climate movement? In recent months, Corona has completely ousted the issue of climate change from the media. Walter Hatak, Head of Sustainable Investments at Erste AM.
Interview with WALTER HATAK, Head of Investment Erste AM
According to the latest report from Forum for Sustainable Investments, the investments in sustainable funds/mandates (i.e. institutional clients) increased by 39% in 2019. What do you think is the reason for the drastic increase of this asset class? What has become clear during this crisis is that people are ready for big changes within short […]
China on the way back to its former strength?
China has navigated the crisis quite well so far and that the growth rate of industrial production has picked up, too. All this in an environment where investors are looking for suitable investment opportunities. The Chinese bond market may just be what they are looking for.
Travel industry hoping for rapid recovery after border opening
With the opening of many European countries’ borders, the travel industry, which has been severely affected by the response measures to the coronavirus pandemic, is also hoping for a revival of travel and tourism, which has virtually come to a standstill.
„I‘ m easy like a sunday morning“ – Update from the Investment Division
The Commodores around Lionel Richie landed a hit with their song “Easy” in 1977. The monetary policy of the central banks remains just as “easy”. Update from the Investment Division
Markets are gaining again – Update from the Investment Division
“Markets recovery”: High yields, EU peripheral government bonds and emerging market bonds posted gains. Update from the Investment Division.
Rollercoaster ride for markets – Update from the Investment Division
“Rollercoaster ride continues”: Most stock exchanges were clearly in the red & the markets ignore the new infections in China. Update from the Investment Division
“Now it starts again”: – Update from the Investment Division
New wave of Covid-19 cases from Beijing market spreads to Liaoning and on Friday there was a countermovement on the stock markets. Update from the Investment Division.
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?
Stock market rally – Update from the Investment Division
Yesterday it seemed as if the stock markets needed to catch their breath after the rally of the last few weeks. It was the seventh day that the S&P 500 suffered a daily loss. Update from the Investment Division.
Decoupling the real economy – Update from the Investment Division
Stock market prices have risen sharply despite the crisis, but the gap between the financial and the real economy continues to widen. Update from the Investment Division.
German government approves EUR 130bn stimulus package to “emerge from the crisis with a bang”
Germany’s government wants to cushion the consequences of the Corona crisis with a massive economic stimulus package. This show of strength is intended to revive the economy and consumption of citizens and avert a severe recession.
India: Narendra Modi – the prime minister as crisis winner?
A year ago India was one of the fastest growing economies in the world. Today the world looks completely different because of COVID-19. But no matter how bad the conditions in India are, Prime Minister Modi’s popularity is on the rise. Could he really emerge from the crisis as a profiteer?
„Ain’t no Mountain High Enough“ – Update from the Investment Division
“Ain’t no Mountain High Enough”: The mountains of debt that governments are accumulating know hardly any limits at present. Update from the Investment Division.
China’s recovery trend continues
As the „first in, first out” country of the COVID-19 crisis, China is gradually returning to normal. The April activity numbers indicate that China’s domestic economy has been resilient and has continued to recover from the COVID-19 disruption.
Security law for Hong Kong – Update from the Investment Division
What has occurred since yesterday? Politics 1 – Further tensions between the USA and China. As reported China is attempting to implement a national security law in Hong Kong. Since the UK handed over Hong Kong to China in 1997 the concept “One state, two systems” is in place. That granted Hong Kong a far-reaching autonomous […]
Positive start of the week – Update from the Investment Division
Our young swans are allowed to go back to school and Hong Kong stabilized despite tensions with China. Update from the Investment Division.
Car industry suffers from corona pandemic
The Corona crisis has also caused the automotive industry to suffer a sharp drop in sales. The sharpest drop in new registrations was recorded in Italy and Spain. China provides a glimmer of hope.
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.
Hands remain shaky – Update from the Investment Division
The “Black Swan” is what stock market experts call an unexpected event and the daily news continues to influence events on the stock markets. Update from the Investment Division
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.
Postitive end of the week – Update from the Investment Division
The end of the week on the stock markets was more positive than the beginning of last week. Update from the Investment Division.
Musk launches Tesla production – Update from the Investment Division
What has occurred since the yesterday ? Elon Musk has always been a colorful character. Until now, he could also adorn himself with the fact that his products help save the world. Especially the Tesla electric cars. Yesterday he added another chapter to his extraordinary story by announcing that he will resume production at the […]
Slow economic recovery – Update from the Investment Division
On Friday the markets for risky assets received a double boost. The reason for this is a rapid economic recovery after the sharp containment measures. Update from the Investment Division.
ECB to buy bonds despite ruling of the German Constitutional Court
The European Central Bank (ECB) wants to stick to its bond purchases despite the recent ruling by the German constitutional court. “We will continue to do whatever is necessary to fulfill this mandate,” said ECB chief Christine Lagarde.