What to expect from equity markets? Interview with Peter Szopo, Chief Equity Strategist with Erste Asset Management, about the current situation on the capital markets.
The capital markets are under massive tension due to the pandemic. It remains to be seen how quickly the economy will recover from the Corona pandemic. The yield radar bond market provides an indication.
For all of 2018, all asset classes except for euro government bonds suffered substantial losses. The risk of further rate hikes seems unlikely at the moment.
Read more in our new blog.
Real global GDP-growth has already fallen to 2.8% in Q3 2018. A number of economic indicators are suggesting that this trend will continue. For example the flattening yield curve in the US indicates that market participants expect a slowdown in economic activity.
Do the Big Data advantages and opportunities outweigh the disadvantages and possible consequences in today´s digital world? Find out more in our blog.
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.
“Don’t put all your eggs into one basket” – who has not heard this old stock market adage. With Easter approaching, we are having a closer look with the latest figures.
Gerold Permoser, Chief Investment Officer (CIO) und Chief Sustainable Investment Officer (CSIO) of Erste Asset Management says: „It is important for us to get involved with water, the source of life, on a sustainable basis“.
In the past two days, the stock exchanges, spearheaded by the New York Stock Exchange, have shed the entire previous gains of 2018. Even last week, inflation worries had started to weigh on the markets. But the recent reaction was extraordinarily strong, with experts likening it to the excellent employment report in the US. We have asked Peter Szopo, our equity strategist, about the current market situation.
2017 was a positive year on the global capital markets. We have analysed which blogs were the most popular ones last year.