The last year 2016 was full of surprises also on the capital markets. Most asset classes could finish the year with a solid plus. We have analyzed, which blogs were the most popular in the last year.
THIS AUTHOR'S POSTS
2016 – a capital markets year in review
2016 was full of surprises on the stock exchanges. At the beginning of the year, economic concerns in China, the second-biggest economy in the world, triggered drastic losses on the stock exchanges. Over the year, cautious optimism gradually returned: the oil price recovered, and the stock exchanges in the emerging markets rebounded. Brexit and Donald […]
A slightly different view on Russia
Alexandre Dimitrov, Senior Fund Manager for the Russia equity fund of Erste Asset Management, sums up his personal impressions of the investor conference in Moscow at the end of October. The picture is surprisingly positive…
Emerging markets bonds in demand
Economic growth in the emerging markets has picked up substantially, while that in the industrialised economies has been rather stable. This has led to an increase in the growth differential in the emerging markets’ favour. Investor demand for emerging markets bonds has been on the rise in search of higher yields and interest rates.
“The trust in emerging markets is returning”
ESPA STOCK GLOBAL EMERGING MARKETS: Three questions for Gabriela Tinti, Senior Fund Manager
Spotlight on: corporate bonds
ESPA RESERVE CORPORATE: 3 questions for Bernd Stampfl, fund manager.
The comeback of the Emerging Markets
Interview with Christian Gaier, Senior Fund Manager for emerging markets government bonds Emerging equity and bond funds have borne the brunt of the consequences of the global uncertainties in the past years. Wars and conflicts in the region, slumping commodity prices (especially oil), and fears of an interest rate reversal in the USA have caused […]
Yield opportunities of East European bonds still intact
An interview with Anton Hauser, senior fund manager ERSTE BOND DANUBIA, about the yield opportunities of East European bonds.
Mega trend environmental technology
The global population will reach 10 billion people by 2100, with masses streaming into the cities. The environmental problems are becoming more challenging as we speak due to the exploitation of raw materials and the climate change, which has manifested itself via ever more frequent freak weather events. The call for the cautious handling of […]
Financial injection from the biotec-sector
Every year, the best funds and investment companies that show a constantly high, risk-adjusted performance within their comparison group are awarded with the Lipper Fund Awards. This year, our biotechnology equity fund got full marks in Germany over a time period of five years, compared to all other international biotechnology funds.