Erste Asset Management - Blog

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Gast-AutorIn / Guest Author am 31st January 2017

High yields and a potential turnaround make LATAM bonds an interesting investment

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Autor:
Christian Gaier, Head of Fixed Income Rates, Sovereigns & FX, Erste AM

I would like to share my impressions from my latest investor conference in London that I attended on 16th January 2017. The conference was organized by Banco Bilbao Vizcaya Argentaria (BBVA), a leading global financial group with a strong franchise in 35 countries and a leading position in the Spanish market and in Mexico. For us, a perfect partner when it comes to research on countries and companies in Latin America (LATAM).
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Gerhard Winzer am 27th January 2017

Higher growth vs. increased political uncertainty

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The first weeks of the new year have already picked up from where the trends that started in 2016 and the hypotheses for 2017 left off: higher growth, normalisation of inflation, increased uncertainty with regard to the effects of Trumponomics, and a gradual end of the loose monetary policy.

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Peter Szopo am 20th January 2017

Equity investors: Are they ignoring risks?

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The year 2016 was full of surprises. It was, for example, the year, when an outsider overcame odds of 5000 to 1 to win the Premier League. It was also the year, when the lyrics of three-minute pop songs were acknowledged to be an art form worth the Literature Nobel. Most importantly, however, politics in the Western hemisphere surprised big time with the vote for Brexit and the election of Donald Trump as the next US president.

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Gerold Permoser am 19th January 2017

Outlook 2017: Global Economy to pick up

In our annual press conference I have presented the most relevant topics for the investment year 2017. The most relevant ones are: stronger expected global growth, an increase in inflation and elevated event risks due to political reasons.

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Gerhard Winzer am 10th January 2017

Macro: 10 theses for 2017

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What are the topics that will be relevant this year? In commemoration of the fifth centenary of Martin Luther posting his 95 propositions, we, too, want to suggest ten theses for 2017.

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Harald Egger am 05th January 2017

The year 2016 was full of broken trends on the stock exchanges

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Another year has passed, and it is time to look back. The year on the stock exchanges started out worse than in a long time. After only a few trading days, losses averaged 10%. The fear of economic turbulences originating in China dominated the markets. Meanwhile the currency of choice during a crisis, gold, was picking up speed, gaining 20% within a short period of time.

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Paul Severin am 04th January 2017

Best of Erste AM Investment Blog 2016

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The last year 2016 was full of surprises also on the capital markets. Most asset classes could finish the year with a solid plus. We have analyzed, which blogs were the most popular in the last year.

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