Despite uncertainties, the stock and bond markets got off to a friendly start in the new year. In the USA, economic data recently surprised on the upside. Is the situation better than the mood?
Article on tag "equities"
Ten topics for 2023
The previous year was marked by unexpectedly high inflation and rapid key interest rate hikes – but what will the new year bring?
In his article, Chief Economist Gerhard Winzer presents ten topics that could be particularly relevant for the financial markets in 2023.
Market commentary: What will the new year 2023 bring?
In the past year, numerous trouble spots preoccupied the markets. In his market commentary, Gerald Stadlbauer, Head of Discretionary Portfolio Management, gives an outlook on what 2023 might bring.
Stock Exchanges Carefully Optimistic for 2023 After Year of Losses
The turn of the year marked the end of a difficult and lossy year on the stock markets. After two years of Corona pandemic, 2022 was dominated by Russia’s invasion of Ukraine, with many stock exchanges suffering double-digit losses.
Capital Market Outlook 2023: Upward potential for funds after market corrections
After months of market turmoil, the experts of Erste Asset Management can see light at the end of the tunnel despite the global economic challenges. There is a chance that the predicted recession in 2023 would not hit, or if it did, it would do so only mildly, as stated at the press conference on the Capital Market Outlook 2023.
Dividend strategy: falling prices may still come with opportunities
Corrections on the markets are often painful, as previous price gains are reduced or the investment even slips into the loss zone. However, price declines can also offer opportunities. Our expert Johann Griener presents a possible entry strategy for the dividend share segment.
Good nerves and stamina required
The mood on the capital markets has deteriorated further over the last months. In a comprehensive market update, Gerald Stadlbauer, Head of Discretionary Portfolio Management at Erste Asset Management, explains why stamina is needed in the current situation.
What happens to equities when interest rates rise?
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?
Mixed outlook for the second half of the year
Ahead of the upcoming reporting season, several negative factors dominate the markets. Tamás Menyhárt, Senior Fund Manager at Erste Asset Management, sums up the stock market year so far and shares his views on the further development.
Fund savings plan: Why it pays off to persevere
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.