11 results for keyword "equity markets"

Article on tag "equity markets"

The equity bull market that no-one trusts
The equity bull market that no-one trusts
Ⓒ iStock.com

The equity bull market that no-one trusts

Equities got off to a terrible start into 2016. At the end of February, a short but intense sell-off was triggered by the emergence of concerns over a slump of the global economy in connection with China. However, since mid-February the international indices have been on the rise without any significant breaks. Not even the […]

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

Are global equity markets too expensive?

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 […]

Emerging markets equities: no comeback at this point
Emerging markets equities: no comeback at this point
© Fotolia

Emerging markets equities: no comeback at this point

Based on earnings expectations emerging markets equities are currently valued 27% below the price/earnings ratio of developed markets equities. The long term average of this discount is 19%. Closing the gap is a question whether the confidence of the markets in the earnings expectations is solid enough to facilitate a re-(e)valuation.

European shares – is it still time to get in on this one, or has the ship sailed?
European shares – is it still time to get in on this one, or has the ship sailed?
Foto: Shutterstock.com

European shares – is it still time to get in on this one, or has the ship sailed?

We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a […]