|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
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|Author||Erste Group Research|
|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|
|Name||ISIN||# Erste Group products|
|Bank of America||US0605051046||0|
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