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?
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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?
ARGENTINA CRIES (again) – Status Quo and Quo Vadis
The developments surrounding the election in Argentina & presidential challenger Alberto Fernandez are currently frightening investors. Are we looking at a “default”? Our fund manager Felix Dornaus analyzes the situation.
Arguments for a continuation of China’s growth story
Why the trade war with the US does not mean the end of the development story and what speaks for the continuation of China’s growth story.
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.
Can India step out from under China’s shadow?
India has been one of the fastest growing economies in the world for several years. Can it step out of China’s shadow or will it stay only a contender?
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.
IMF Spring Meeting: Emerging Markets – What’s next?
The IMF Spring Meetings of the International Monetary Fund in Washington hosts events for emerging market investors. Our senior fund manager Felix Dornaus was there & reports on his most important impressions.
Water risks in investments
On the occasion of the World Water Day on 22 March, Erste Asset Management (Erste AM) published its second water footprint for its sustainable equity funds. “We set an important milestone by publishing water risks last year in order to induce companies to release their own water data. Data coverage has improved significantly since then […]
Emerging markets corporate bond outlook 2019 + Video
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.