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.
Article on tag "equities"
Animal Spirits – Excessively positive sentiment on the markets?
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?
Investment View | March 2024
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.
Best of Charts: Warm-up for the US election
The US presidential election in November is already casting its shadow. What impact could the outcome of the election have on share prices and how is the US economy performing in general.
Stock market at all-time high: What are the reasons?
Several important stock indices have recently reached new record highs. What are the reasons for the positive sentiment, what could move the markets this year and what about the much-cited Magnificent 7?
🍋 Dividend basics for shareholders
An increasing number of investors, when selecting shares, do not only focus on share price performance, but also on a stable, high dividend – for good reason.
Inflation, interest rates, markets: 10 topics for 2024
After the price rally at the end of last year, the markets started 2024 with price losses. The ongoing positive correlation between bonds and equities is striking. Both asset classes have fallen equally recently, which makes diversification in a portfolio more difficult. But the year has only just begun. We therefore take a look at 10 key topics for 2024 that could be helpful when putting together a portfolio.
Money tip: Invest in Japanese stocks
Following the recent gains in the Japanese benchmark index, the stock market of the world’s third-largest economy could be worth a look. What is the state of the economy and monetary policy in the “Land of the Rising Sun” and how can investors invest in Japanese stocks?
Market outlook: What investors can expect in 2024
2023 brought many surprises – including positive ones, such as the unexpectedly good performance across all asset classes. What can investors expect in the new year and which topics could come into focus? Gerald Stadlbauer, Head of Discretionary Portfolio Management, provides an outlook.
Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.