Compared with previous recessions, we came out of the last crisis relatively quickly. What were the decisive factors, what will drive the financial markets in 2022 and, above all, what role will inflation play? Erste AM Managing Director Heinz Bednar and Chief Investment Officer Gerold Permoser provide an outlook for the coming year.
LATEST CONTRIBUTIONS
15 sustainable funds of Erste Asset Management with highest award
All submitted investment funds of Erste Asset Management were awarded the top mark by the FNG seal of approval. The Forum for Sustainable Investments (FNG) is the professional association for sustainable investments in Germany, Austria, Liechtenstein and Switzerland. Read here why this is important and the transformation of the economy is possible.
Black Friday and Cyber Monday Kick off the Year’s most Important Retail Season on Friday
On November 26, the traditional “Black Friday“ of discount deals in the US and many other countries officially kicks off the immensely important Christmas shopping season for many industries. However, with the trend towards online shopping accelerating with the Corona pandemic, how will this turn out this year?
Inflationary Boom – A thin red line towards welfare
The global view on inflation has turned completely since Spring 2020. While low inflation has been an issue between the Great Financial Crisis and the start of the pandemic, multi-year-highs in inflation were reached in Spring 2021. What will happen next?
Good sentiment on the stock exchange thanks to profitable US companies
US companies have recorded high earnings and sales growth, as reflected in the drastic increase in share prices.
IMF and World Bank Annual Meeting, autumn 2021: emerging markets facing challenges
Fund manager Felix Dornaus attended the autumn meeting of the International Monetary Fund and the World Bank. His impressions of the outlook for emerging markets summed up here.
Know-How
Tokens and coins: how cryptocurrencies differ from each other
According to industry sources, all of the Cryptocurrencies combined recently hit the $ 1,000Billion. Our Senior Research Analyst Harald Egger goes into the individual coins and tokens that are currently in circulation.
Markets
15 sustainable funds of Erste Asset Management with highest award
All submitted investment funds of Erste Asset Management were awarded the top mark by the FNG seal of approval. The Forum for Sustainable Investments (FNG) is the professional association for sustainable investments in Germany, Austria, Liechtenstein and Switzerland. Read here why this is important and the transformation of the economy is possible.
Sustainability
ESG: Too much of a good thing?
For a long time, the ESG sceptics could not really be heard in all the noise around the megatrend that sustainability has become in recent years across all sectors. There is hardly a corporate strategy in sight that does not bring up sustainability, hardly a lifestyle product that does not come with a planted tree pledge when you are buying it.
Equities
Vienna Stock Exchange turns 250
Yesterday, the Vienna Stock Exchange celebrated its 250th birthday. The “Wiener Börse” was founded by Empress Maria Theresa on 2 September, 1771, making it one of the oldest stock exchanges in the world. Erste Group has a long-running and close partnership with the Vienna Stock Exchange, an institution both rich in tradition and very much focused on the future.
Bonds
Green, green shades of bonds
In recent years, we have seen dynamic growth emerging. It started with green bonds, which were then complemented by social bonds, sustainability bonds (a combination of environmental and social projects), and sustainability-linked bonds.