Corporate bonds from emerging markets: environmental focus and calling out companies on their sustainability efforts are turning into a success factor. Senior professional fund manager Péter Varga explains the latest trends and developments.
Hopes for an economic recovery, but also the latest inflation fears, have recently fuelled the price rally on the commodity markets, with prices for crude oil and industrial metals continuing to soar. Several metal prices recently rose to multi-year highs.
Central bank targets for inflation may be met earlier than expected in some countries. This environment has led to an increase in government bond yields. We explain how it came about.
2021 is the year of the ox, which is associated with strength, harvests and fertility. After the turbulent year 2020, there are good reasons to look forward to returning to normalcy and development in the year of the ox. This is particularly true for China.
Most economic indicators for August and September point to a slowdown in economic growth. However, growth rates still remain relatively strong
In view of the still rampant Corona pandemic, the EU Commission has recently lowered its growth forecasts for 2021. With the delays in some EU countries’ vaccination programmes, the lockdowns could also drag on, delaying the expected economic recovery, the Commission argues.
Technologies – and, in particular, environmentally friendly ones – were THE big narrative on the stock exchanges last year. The upward trend of these companies continues in view of the clear political cues. Interview with Clemens Klein, Senior Professional Fund Manager.