Erste Asset Management Investment Blog

8 Ergebnisse zum Schlagwort “real estate”

Artikel zu “real estate”

The known unknown: China’s recovery proves more difficult than expected
The known unknown: China’s recovery proves more difficult than expected
(c) unsplash

The known unknown: China’s recovery proves more difficult than expected

After getting off to a good start at the outset of the year, economic recovery in China has recently stalled again. Following the lifting of stringent measures to contain the pandemic, the path out of the crisis is proving slower than expected. The flagging domestic demand as well as the ailing real estate sector, have recently put a damper on the world’s second-largest economy.

“A mild economic downturn has already been priced in by the market”
“A mild economic downturn has already been priced in by the market”

“A mild economic downturn has already been priced in by the market”

With the ERSTE REAL ASSETS mixed fund, investors can invest in real assets – and have indeed been doing so for two years now. On the occasion of the fund’s two-year anniversary, Philip Schifferegger, fund manager of ERSTE REAL ASSETS, is taking a look at the current market situation. He also explains why the fund is well equipped for both positive and negative market phases.

“The demand for affordable housing remains high”
“The demand for affordable housing remains high”
(c) Wien 3420 AG

“The demand for affordable housing remains high”

ERSTE IMMOBILIENFONDS is celebrating its 15th anniversary this month. The portfolio now comprises 85 properties in 10 cities with real estate assets of around EUR 2 billion. In this interview, Peter Karl, CEO of ERSTE Immobilien KAG, talks about the development of the fund and the challenges on the real estate markets in the face of rising interest rates and high inflation.