Erste Asset Management Investment Blog

14 results for keyword "Trump"

Article on tag "Trump"

Possible breakthrough in gene technology driving biotechnology share prices
Possible breakthrough in gene technology driving biotechnology share prices
Fotolia

Possible breakthrough in gene technology driving biotechnology share prices

Biotech shares are regarded as highly promising due to the innovative strength of the sector, but they also tend to be subject to drastic price fluctuations both ways. After a long period of consolidation, biotech shares have embarked on a clear upward trend since May 2018. Harald Kober, Senior Fund Manager, explains the reasons for the investors’ optimism.

Financial Markets Monitor June: a lot going on
Financial Markets Monitor June: a lot going on
(c) iStock

Financial Markets Monitor June: a lot going on

An Investment Committee again! A month can pass quickly, especially if there is a lot going on in the markets. In light of recent market events (Italy, Turkey, Argentina), I was surprised that our risk stance has not changed since our last Investment Committee meeting. Obviously, it takes a lot to get us out of […]

My impressions from IMF meeting in Washington:  Emerging markets “alive and kicking”
My impressions from IMF meeting in Washington: Emerging markets “alive and kicking”
Jose Luis Magana / AP / picturedesk.com

My impressions from IMF meeting in Washington: Emerging markets “alive and kicking”

The spring meeting of the International Monetary Fund was held in Washington from 20 to 23 April. This event was the reason for an investor conference that I attended in order to get an idea of the status quo of the global economy as well as of risks and opportunities.