Erste Asset Management - Blog

Artikel zu Schlagwort: bonds
http://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/02/iStock-491278930-890x390.jpg
Gerhard Winzer am 09th February 2018

Inflation worries burdening stock exchanges – part 2: the macro perspective

Equity indices have undergone a global correction in the past days. The Dow Jones index has shed more than 10% from its January high. What is the macro-economic reason for the correction?

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2018/01/charts_iStock_000027184587-890x390.jpg
Gast-AutorIn / Guest Author am 26th January 2018

High-yield bonds – a look behind the scenes

(c) iStock
Author: Christin Bahr, Product Management Securities Erste Group

In the context of record lows of money market rates and low government bond yields, high-yield bonds remain in demand. In view of the already very low spreads it may be worthwhile having a closer look at this bond segment.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/02/TM_zinsen_2048x512px-890x390.jpg
Paul Severin am 15th December 2017

YIELD RADAR: December 2017

Global economic growth is very robust, and the emerging economies have picked up momentum. The purchasing managers’ indices in November had dropped slightly from previous levels, suggesting a moderate slowdown of Q4 global economic growth.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/12/0B6A6843-890x390.jpg
Gerold Permoser am 07th December 2017

Capital markets outlook for 2018: Will the party hold on?

(c) Erste Asset Management

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/09/iStock_505664006_XLARGE_Das_weisse_Haus-890x390-1504598143.jpg
Gast-AutorIn / Guest Author am 05th September 2017

US debt ceiling keeping the financial markets on their toes

(c) iStock

Author: Felix Dornaus, Senior Fundmanager

The Trump administration should be keeping the financial markets on their toes in the coming weeks. Yet again, the issue is the government debt which will soon reach its statutory maximum.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/07/iStock-171321791-890x390-1499088142.jpg
Gerold Permoser am 04th July 2017

Germany: is the economy about to face a hot summer?

(c) iStock

The IFO business climate index calculated by the Munich-based IFO Institute is regarded as the most important German economic indicator. At 115.1, the value released for June last week was the highest since the launch in January 1991. It was also clearly above the value that had been expected by the financial analysts on average. The signs for substantial economic growth in Germany seem favourable.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/06/iStock_106416219_XLARGE-890x390-1498051995.jpg
Gast-AutorIn / Guest Author am 20th June 2017

A niche product with solid returns: hybrid and subordinated bonds with investment grade rating

(c) iStock

Author: Christin Bahr, Product Management Securities Erste Group

It has been half a year since the launch of the new hybrid bond fund. Reason enough for us to talk to Roman Swaton, Senior Fundmanager.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/06/iStock-56180610-890x390-1496732864.jpg
Gerhard Winzer am 06th June 2017

The global economy based on the Goldilocks principle

(c) iStock

The global economy is growing moderately, inflation is low, and the monetary policy is loose. This environment supports many asset classes from bonds to equities. The political uncertainty has been absorbed rather well so far too. Will this situation last?

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/04/Fotolia_119630342_L-890x390.jpg
Johann Griener am 28th April 2017

Curves (part 3) – peaks and troughs

(c) Fotolia

Investing for the long or the short term? This is the question bond investors ask. In this blog, we will have a look at German government bonds with a remaining time to maturity of two years (2Y; short) and ten years (10Y; long). More specifically, we are interested in the yield differential between the long- and the short-term interest rates. The technical term here is the “slope of the yield curve”.

Read more

http://blog.en.erste-am.com/wp-content/uploads/sites/13/2017/04/iStock_Bild5-890x390.jpg
Johann Griener am 21st April 2017

Curves (part 2) – land of unlimited possibilities

(c) iStock

USA, the land of unlimited possibilities, the Grand Canyon, and the Big Mac. Here, everything is bigger, better, and higher. But is this also true for interest rates?

Read more

Subscribe to Blog by E-Mail