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Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks
Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks

Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks

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.

Bond markets between strengthening economy and high liquidity
Bond markets between strengthening economy and high liquidity
(c) Unsplash

Bond markets between strengthening economy and high liquidity

Bond funds are not always the “first choice” right now. The strong profits of listed companies and the orderly dividend payouts are currently outpacing interest income. If you are looking at performance, you have to look closely. Interview with Wolfgang Zemanek, Head of Bond Funds, Initial Asset Management.

Sustainable income with “double dividends”
Sustainable income with “double dividends”
(c) iStock

Sustainable income with “double dividends”

Comfortably making return on the money market via interest? A thing of the past. Investors wanting to outsmart inflation should think about dividends and dividend shares. The combination of dividend shares with a selection process that takes into account ESG criteria constitutes an interesting investment alternative. So there is a kind of “two dividends”.

Bond markets: the search for yield remains on top of the agenda
Bond markets: the search for yield remains on top of the agenda
(C): federalreserve / flickr

Bond markets: the search for yield remains on top of the agenda

US government bond yields have risen significantly in recent weeks. How does Erste Asset Management’s Head of Fixed Income Wolfgang Zemanek assess the interest rate development and the role of the central banks? Read more in the current blog interview on the bond markets.

“Environmentally friendly technologies will be growing for years”
“Environmentally friendly technologies will be growing for years”
(c) unsplash

“Environmentally friendly technologies will be growing for years”

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.