What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
ARTICLES IN THE TOPIC “Bonds”
Is this time different?
The risk premiums on corporate bonds are close to their lows. What are the reasons? Is a correction imminent or is everything perhaps completely different on the bond market this time?
Corporate bonds – Why emerging markets are worth a look
Fund manager Thomas Oposich explains in an interview what makes investments in emerging market bonds interesting and which sectors and companies he considers promising.
Market outlook: What investors can expect in 2024
2023 brought many surprises – including positive ones, such as the unexpectedly good performance across all asset classes. What can investors expect in the new year and which topics could come into focus? Gerald Stadlbauer, Head of Discretionary Portfolio Management, provides an outlook.
Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.
The Rise of the Fallen Angels
Rating agencies assess the creditworthiness of companies and thus play an important role in the financial market. They were also in the spotlight at the beginning of the corona pandemic, with many companies being downgraded as a result of the crisis. In the meantime, the pandemic has been overcome and some of the so-called “Fallen Angels” are once again in a much better position with regard to their creditworthiness and rating.
Parliamentary elections in Poland on Sunday – what comes afterwards?
Tension ahead of the parliamentary election in Poland next Sunday. Will there be a decision on the direction of politics and interest rate cuts?
Conditional pause on interest rate hikes
The European Central Bank has raised the key interest rates probably for the last time in this interest rate cycle. But the rising oil price poses a risk that the ECB has only taken a pause.
Where is the German housing market heading?
Despite higher inflation and interest rates, demand for housing in Germany is expected to remain robust.
Pause on interest rate hikes?
Once again it’s all about interest rates this week. Will the ECB take a break this time and leave key interest rates unchanged? There is a lot to be said for it.