As the year 2020 comes to a close, the European Central Bank (ECB) and the European Parliament have put their respective programmes for the fight against the crisis on track for next year. The MEPs recently approved the approximately EUR 1.1tn Community budget for the next seven years, which includes EUR 750bn in Corona aid.
Emerging market corporate bonds are an interesting asset class in the current low-rate environment. Péter Varga, Senior Professional Fund Manager at Erste Asset Management, answers the key questions on the current environment.
High-yield corporate bonds are currently in keen demand again, driven by the energetic steps taken by the central banks in their fight against the coronavirus crisis.
China has navigated the crisis quite well so far and that the growth rate of industrial production has picked up, too. All this in an environment where investors are looking for suitable investment opportunities. The Chinese bond market may just be what they are looking for.
A year ago India was one of the fastest growing economies in the world. Today the world looks completely different because of COVID-19. But no matter how bad the conditions in India are, Prime Minister Modi’s popularity is on the rise. Could he really emerge from the crisis as a profiteer?
Whether the measures taken by governments and central banks will take effect – these remain the decisive questions for the capital markets. The investment strategy of the YOU INVEST funds continues to be dominated by the pandemic and the measures taken to combat and contain the consequential losses.
The European Central Bank (ECB) wants to stick to its bond purchases despite the recent ruling by the German constitutional court. “We will continue to do whatever is necessary to fulfill this mandate,” said ECB chief Christine Lagarde.
Fund Manager Peter Paul Pölzl gives a detailed outlook on the loved ones and problem children among the countries in Latin America. How are China’s economy and Latin America related?
Mobility, renewable energy, hydrogen – There are currently many megatrends to save the environment. How can we benefit ?
“The search for returns continues” – What were the latest developments and what are the yields like?
Fund manager Bernd Stampfl gives the answers to the most important questions.