2021/12/28 / Erste Group Research |
New record high The global benchmark index reached a new record high at the end of the year. The 2021 increase is +30% in EUR terms. US equities outperformed again this year. Emerging market equities continued their longstanding underperformance (EUR +2%). Technology stocks were most in demand (+40%), followed by oil & gas stocks. Nike: Production bottlenecks in Asia dissolving Oracle: New focus on IT services for the healthcare sector Adobe: Subscription models as sustainable revenue driver FactSet: Success through long-term customer loyalty |
Download PDF (5.8MB) |
Author | Erste Group Research |
Date | 2021/12/28 |
Language | |
Product name | Recommendation List |
Topic in focus | Equities |
Economy in focus | Eurozone, Germany, Japan, United States |
Currency in focus | Euro, US Dollar |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities |
Download |