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”
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.
Bond investments – via yield and spread
How do I choose corporate bonds for my investment? In the current blog article, our expert Johann Griener gives an insight into the currently achievable yields of different credit rating segments. He also explains the spread that can be achieved with corporate bonds.
How high do key interest rates still climb?
Both the European Central Bank and the Federal Reserve in the USA raised the key interest rate by 25 basis points last week. However, both central banks signalled that the end of the cycle is near – or may even have already been reached after the recent rate hikes.
Summer, sun & early election: Spain gets ready for a tight race
The Spanish economy is showing resilience, unlike other countries in the euro area. Now, however, the southern European country is preparing for early elections next weekend, with a tight race looming.
Interest rate policy based on the motto “higher and longer”
The global economy is proving to be increasingly robust against a number of headwinds. Due to the uncomfortably high level of inflation, the central banks are likely to stick to their tight interest rate policy for longer than expected.