Oil production, state crisis, costly restructuring: Venezuela is in crisis. What’s next? Our analysts Christian Gaier & Felix Dornaus provide the answers.
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.
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.
Many savers are fed up with investing their saved-up capital at low interest rates. The question everyone is asking themselves now is how to earn a good yield on one’s hard-earned capital in times of low interest rates like nowadays?
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.
On 17 October 2018, ERSTE BOND LOCAL EMERGING celebrated its 10th anniversary – a perfect time to have a closer look at the asset class “Emerging markets bonds in local currency ”. More in our Blog.
Every year the independent investment research provider BCA organizes an outstanding event for investment professionals from all over the world to come together and have a vibrant discussion about recent challenges in financial markets.
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.
The Turkish lira reflects the difficult situation Turkey is currently in. This year alone, the currency has shed more than 45% of its value to date. Interview update with Anton Hauser, Senior Fund Manager, Eastern Europe bonds.
In this interview Anton Hauser, senior fund manager at Erste Asset Management and expert for Central and East European (CEE) government bonds , talks about the difficult first half of 2018 and illustrates possible future scenarios.