Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.
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Yield opportunity in the bond market: May 2021
Most economic indicators for August and September point to a slowdown in economic growth. However, growth rates still remain relatively strong
Yield curve management
In recent days, equities and other risky asset classes have come under pressure despite the fact that in the year to date the optimism about an economic recovery has been on the rise. Is that a case of “buy the rumour, sell the fact”? Had the good news already been priced into the market? Or is there another mechanism that could be driving the future development?
Dividend yield beats bond yield
The share price performance in emerging Europe, i.e. Poland, the Czech Republic, Hungary, Russia, Turkey, and since most recently again, Greece, has not been overwhelming in the past years. Since the middle of 2011 the MSCI Emerging Europe, the most important index for the region, had been locked into a sideways movement, which was topped […]
What is behind the skyrocketing performance of Bitcoin?
Bitcoin has achieved an average performance of 142% p.a. in the past five years. Some criticise the high level of volatility but forget about the potential. Many wonder whether, after the dramatic increase, one could still enter the market or whether that ship has sailed. In the following article Crypto Asset Specialist Harald Egger discusses the reasons that have led to the rally of Bitcoin in recent months.
Country report – Croatia
Croatia has finally received the long-awaited investment grade rating. What’s next? Our senior fund manager Ivana Kunstek answers the most important questions.
What is it about dividends on stocks?
When share prices rise on the stock markets, investors are happy. How do dividend stocks work and what’s in it? In our blog post we give an overview of the main features of dividends.
Ethical, environmentally conducive, lucrative: what is sustainable investment?
I have my ethics and morals: more and more people want to invest their capital ecologically and ethically. What is sustainable investment and how does it work?
Financial Markets Monitor July: an independent view
In the beginning of July our Investment Committee held its monthly meeting. Despite a largely negative month on the markets, our risk stance has hardly changed relative to the previous month.
Strong growth and rising rates
At the beginning of 2018, economic indicators are confirming the recovery scenario. Above all, the yields of government bonds are on the rise. Why is that the case, and what does it mean for the financial market as a whole?