Erste Asset Management Investment Blog

2 results for keyword "company earnings"

Article on tag "company earnings"

Are global equity markets too expensive?
Are global equity markets too expensive?
 Ⓒ iStock.com

Are global equity markets too expensive?

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Interview with Peter Szopo, equity strategist Erste Asset Management (EAM) and Andreas Rieger, fund manager of ESPA STOCK GLOBAL ESPA STOCK GLOBAL is an actively managed equity fund that invests in selected single stocks from around the world. In the last year the fund gained 14.31%, over the last five years the annualized performance was […]

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When will the earnings momentum rise on the European equity markets?
When will the earnings momentum rise on the European equity markets?
 Ⓒ iStock.com

When will the earnings momentum rise on the European equity markets?

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The stock exchanges have been moving sideways and down for weeks. There are of course enough uncertainty factors such as the Greek crisis, the correction on the Chinese stock exchange, and the expected interest rate increase in the USA that can serve as explanation. However, one factor that has (so far) been left out of […]

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