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Erste Asset Management regards economic recovery as driver of the capital markets in 2021
Erste Asset Management regards economic recovery as driver of the capital markets in 2021

Erste Asset Management regards economic recovery as driver of the capital markets in 2021

We are looking back on a turbulent investment year. After the slump in February and March, we saw a strong recovery on the markets almost across all asset classes. CEO Heinz Bednar and CIO Gerold Permoser give an outlook for the capital markets in 2021.

Financial markets outlook: equities and high-yield bonds remain first choice
Financial markets outlook: equities and high-yield bonds remain first choice

Financial markets outlook: equities and high-yield bonds remain first choice

On top of the corona situation, two additional developments have been crucial for the development of the financial markets. The central banks have been pursuing a very expansive regime on a global scale, and at the same massive stimulus packages have been passed in an effort to get the economy up to speed again