93 results for keyword "equities"

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Luxury goods sector could resume expansion

Published on February 27, 2025 February 27, 2025 | APA FINANCE / ERSTE AM COMMUNICATIONS

For years, the growing demand for luxury lifestyle products kept the tills of the luxury goods industry ringing. In 2024, that has changed: after years of booming sales, the industry experienced a decline for the first time since the coronavirus outbreak of 2020.

This year, the market could return to growth. Hopes are pinned on a comeback of the important sales market China and a growing appetite for luxury goods among Americans. How are the listed industry heavyweights LVMH & Co. faring in this environment and why are European stocks particularly worth a look in the world of glamor and luxury?

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Investment View | February 2025

Published on February 25, 2025 February 25, 2025 | Erste AM Investment Division / Erste AM Communications

What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.

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Shift in risks

Published on August 26, 2024 August 26, 2024 | Gerhard Winzer

Both the markets and central banks are pointing to a shift in economic risks from inflation towards growth. The focus is currently on the US labor market.

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Integrated equity research, or: what is this “ESG” thing in my portfolio all about?

Published on July 16, 2024 July 16, 2024 | Bernhard Haas

How are sustainability factors integrated into the equity analysis and what aspects does a fund manager look at in the companies? Our Austrian equity fund manager Bernhard Haas explains this using an example company.

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Market commentary: What will the second half of 2024 bring?

Published on July 12, 2024 July 12, 2024 | Wilhelm Spitaler

The second half of 2024 has already kicked off on the financial markets – but what can investors expect from it? After expectations of interest rate cuts in the US were pushed back further and further in the first half of the year, the scope for the US Federal Reserve could increase again in the remainder of the year. The main focus is likely to be on upcoming political decisions – which could also lead to greater fluctuations.

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Cleantech stocks: low valuations as opportunity?

Published on June 12, 2024 July 16, 2024 | Erste AM Communications

Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.

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ERSTE OPPORTUNITIES MIX: the most important questions and answers

Published on May 24, 2024 May 24, 2024 | Erste AM Communications

Taking advantage of short- and medium-term opportunities on the markets while at the same time focusing on long-term future trends – the new mixed fund ERSTE OPPORTUNITIES MIX makes this possible. We have summarized the most important questions and answers on the launch of the new fund.

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Investment strategy: Turning points

Published on May 3, 2024 May 3, 2024 | Christian Süttinger, CFA

The good performance of equities has suffered a small setback since the end of March. Such turning points are difficult to predict on the markets – and yet there are a few approaches and indicators that can provide clues.

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Socially sustainable investment – how does it work?

Published on April 25, 2024 April 25, 2024 | Erste AM Communications

Investing sustainably in companies with a social impact – this is possible with the ERSTE FAIR INVEST equity fund. In this interview, fund manager Bernhard Selinger explains how he finds socially sustainable companies for the portfolio and why a sustainable strategy is also good for the company’s success.

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Animal Spirits – Excessively positive sentiment on the markets?

Published on April 16, 2024 April 16, 2024 | Gerald Stadlbauer

The stock markets performed consistently well in the first quarter of the current year. From the USA to Europe and Japan, many indices reached new all-time highs. In view of this positive performance, can we already speak of exaggerated euphoria on the markets?

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