The losses of equities, bonds and gold since the beginning of April have put the limelight on the asset class of alternative investments. What are the characteristics of such an asset? Can this slow the downturn? And how can you invest?
LATEST CONTRIBUTIONS
Growth fears
Inflation has been the underlying factor in economy for some time. A recovery of GDP on a pre-pandemic level should be reached soon. The probability of a growth phase has increased. What further developments are expected?
Hawkish and bearish
Expectations of key interest rate hikes have been the most important driving factor for the capital markets since the beginning of the year. The Federal Reserve Chairman reiterated the Fed’s hawkish and bearish stance. How will the financial environment change in the second half of the year?
China’s Strict Zero-Covid Strategy Is Slowing Down Economic Recovery
China’s economy is on a downward slide: exports and freight traffic are at their lowest level since the beginning of the pandemic. Investors are turning their backs on the country. Has the bottom now been reached?
What is behind the recent crypto crash?
Most cryptocurrencies have seen a massive loss in the last few days. What has led to this? Erste AM Chief Analyst and Crypto Asset Specialist Harald Egger explains what is behind the cryptocurrency crash.
ECB and price stability – an oxymoron?
Is the ECB reacting too late to the rising inflation? Is the massive money supply a ticking time bomb? All eyes are on the European interest rate policy.
Know-How
Inflation at its peak – what are the reasons?
At 5.2% y/y, consumer price inflation for the OECD region reached the highest value in October since 1997. Has inflation peaked, or are we at the outset of a sustained period of high inflation?
Markets
Our ESG partners’ view on nuclear energy and sustainability
The EU Commission announced that certain activities involving nuclear power and natural gas will be included in the EU taxonomy. Small Modular Reactors are seen as an investment opportunity. How are energy suppliers and the financial sector dealing with this?
Sustainability
Saving multiple crises the right way
Companies and their stakeholders are needed to achieve the goal of an effective, science-based climate strategy with a sustainably oriented financial market that drives this transformation.
Equities
Interview: What do the sanctions imposed on Russia mean for our funds?
What are the effects of the sanctions imposed on Russia on our funds? Interview with Alexandre Dimitrov, Senior Fund Manager with more than 20 years of experience and special field of expertise: equity markets Russia and CEE.
Bonds
How far will the interest rates be rising, Mr. Zemanek?
With the first interest rate hike in five years, the US Federal Reserve has ushered in a new era. Is the period of cheap money now over? When will the European Central Bank follow suit?