Erste Asset Management - Blog

Artikel zu Schlagwort: Emerging Markets
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Gast-AutorIn / Guest Author am 18th October 2017

IMF-meetings in Washington: positive outlook for emerging markets

ANDREW CABALLERO-REYNOLDS / AFP / picturedesk.co

 

Guest Author: Felix Dornaus, Senior Fund Manager

 

The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.

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Gerhard Winzer am 25th August 2017

Growth picking up in the emerging economies

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Economic growth has increased significantly on a global scale and is broadly supported. According to our preliminary estimate, global GDP recorded a growth rate of 3.7% from Q1 to Q2 (annualised). While the developed economies have presumably grown by 2.7%, the emerging economies posted a growth rate of 5.2%. In this article, we would like to take a closer look at the emerging markets on the basis of classic economic indicators.

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Gast-AutorIn / Guest Author am 11th May 2017

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

Jose Luis Magana / AP / picturedesk.com
Felix Dornaus, Senior Fund Manager Emerging Markets Bonds

Author: Felix Dornaus
Senior Fund Manager

 

The spring meeting of the International Monetary Fund was held in Washington from 20th to 23rd 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.

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Gabriela Tinti am 03rd March 2017

Equity performance: focus on emerging markets

The stock exchanges in the emerging economies and their performances have fallen short of expectations in recent years. Speculations about the weakening economy of China, the decline of commodity prices, and an appreciating US dollar have had a detrimental effect on emerging markets. However, the trust of investors in these markets has been making a comeback since 2016. In spite of Donald Trump’s election victory and the fear of a US policy of protectionism, the emerging economies are currently outperforming the developed ones.

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Paul Severin am 20th October 2016

“The trust in emerging markets is returning”

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ESPA STOCK GLOBAL EMERGING MARKETS: Three questions for Gabriela Tinti, Senior Fund Manager

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Paul Severin am 16th August 2016

Emerging markets bonds: “Responsibility and growth are not mutually exclusive”

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The global, sustainable corporate bond fund ERSTE RESPONSIBLE BOND EMERGING CORPORATE has clearly passed the threshold of EUR 100mn of assets under management. A perfect occasion to take stock. Christian Schön, member of the board of directors of Erste Asset Management, explains what role sustainable investments play in emerging markets, especially in the corporate bond segment.

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Paul Severin am 21st July 2016

The comeback of the Emerging Markets

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Interview with Christian Gaier, Senior Fund Manager for emerging markets government bonds

Emerging equity and bond funds have borne the brunt of the consequences of the global uncertainties in the past years.  Wars and conflicts in the region, slumping commodity prices (especially oil), and fears of an interest rate reversal in the USA have caused many investors to withdraw their capital and “park” it in safe havens. Now signs are indicating that investors have been staging a comeback.

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Paul Severin am 22nd February 2016

Emerging Markets: Opportunities with Corporate Bonds

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In an interview with Péter Varga, Senior Fund Manager Erste Asset Management, I am discussing the chances and risks with investments in emerging markets corporate bonds. Many Investors feel unsettled by the weak performance of the emerging markets. Why is this the case?

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Gerhard Winzer am 20th October 2015

Twilight over the Capital Markets

© Ulrike Gruber

Are we now on the other side of the recent price decline in the risky asset classes? Global equities, bonds with default risk, and emerging markets have been recording significant gains. Has the fundamental situation improved, or had the assets excessively negative events priced in?

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Gerhard Winzer am 02nd September 2015

The return of volatility

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Earlier this year the president of the ECB said we would have to get used to elevated levels of volatility. And it is true, the market environment has changed. The years 2009 to 2014 were subject to an asset price reflation regime. High rates of return were coupled with low volatility. This relationship has now reversed. The asset classes are now pricing in the moderate recovery in the industrialised economies, with low expected return amid elevated fluctuation as a rule.
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