Erste Asset Management Investment Blog

THIS AUTHOR'S POSTS

30 years of falling interest rates – what is ahead of us?
30 years of falling interest rates – what is ahead of us?
iStock

30 years of falling interest rates – what is ahead of us?

Let’s start with a trip down memory lane: Do you remember the scenery 30 years ago – on the financial markets, and in our personal lives? The 1980s – many of the older generation are still thinking back to the “good old times”. There were no smartphones and no data kraken. Instead, we had shoulder […]

Curves (part 6) – provider of yields
Curves (part 6) – provider of yields
(c) Andre/Sutton/EXPA/picturedesk.com

Curves (part 6) – provider of yields

Have you ever been to a Californian beach? If you have, you may have noticed the hoards of “searching”, elderly people. They would usually be holding a metal rod that beeps, looking for valuables that no-one else has found. And sometimes somebody finds a lost golden watch on the beach. But most of the time the things that turn up are only worthless beer caps.

Curves (part 5) – the offensive decides the match
Curves (part 5) – the offensive decides the match

Curves (part 5) – the offensive decides the match

Football has two strategies. Some prefer focusing on the defensive so as not to concede a goal – i.e. they try to maintain the status quo. Other teams favour the offensive and actively engage in a fight for victory – i.e. they take risks. The strategies on the bond markets are similar. Credit-safe government bonds are preferably used to protect one’s wealth, whereas risky corporate bonds are chosen to produce surplus gains.

Curves (part 3) – peaks and troughs
Curves (part 3) – peaks and troughs
(c) Fotolia

Curves (part 3) – peaks and troughs

Investing for the long or the short term? This is the question bond investors ask. In this blog, we will have a look at German government bonds with a remaining time to maturity of two years (2Y; short) and ten years (10Y; long). More specifically, we are interested in the yield differential between the long- and the short-term interest rates. The technical term here is the “slope of the yield curve”.

Bond investments in the current environment
Bond investments in the current environment
Source: iStock

Bond investments in the current environment

After the recent, rather substantial corrections on the bond markets many investors were wondering: “Can or should I still invest in bonds or bond funds in view of possibly rising interest rates?” Let’s first have a look at the bonds with the highest quality within the Eurozone, i.e. German government bonds. Where have the prices […]