Lasting Words: “Everything used to be better. What is plastic today was natural rubber back then,” says Gerold Permoser, CIO and CSIO of Erste AM.
Article on tag "Sustainability"
Responsible investment universe
The definition of the investment universe is the most important step in the construction of a fund
Certified Erste AM Funds
The Erste AM RESPONSIBLE funds are subject to constant scrutiny with regard to their sustainable quality.
World Water Day 2018: Smoke on the water – the water footprint of sustainable investments
The World Water Day was first introduced on 22 March 1993. The goal was to anchor the meaning of water and thus the efficient use of this critical resource in the collective consciousness. Despite the long history, the importance of water from the point of view of risk has only recently gained in relevance.
Market and fundamentals
Weak growth Real global economic growth was surprisingly weak in Q1. The preliminary estimate for the annualised growth rate of Q4 2014 to Q1 2015 is only 1.5%. This is mainly due to disappointingly weak growth of the GDP in the USA (+0.2%), in China (+5.3%), in the UK (+1.2%), and in Japan (+1.5%; estimate). […]
What has become of the “oil x 20” rule?
The oil and gas sector is the backbone of the Russian economy. It contributes roughly a quarter to the Russian GDP, and it accounts for almost two thirds of exports. Oil and gas companies represent almost 60% of the market capitalisation of the Moscow stock exchange. It therefore makes sense to analyse the performance of […]