The losses of equities, bonds and gold since the beginning of April have put the limelight on the asset class of alternative investments. What are the characteristics of such an asset? Can this slow the downturn? And how can you invest?
Is the ECB reacting too late to the rising inflation? Is the massive money supply a ticking time bomb? All eyes are on the European interest rate policy.
The US Federal Reserve is turning the interest rate screw hard and accelerating the exit from its ultra-expansive monetary policy. Will it get a grip on high inflation? And how will the economy cope with higher interest rates?
With the first interest rate hike in five years, the US Federal Reserve has ushered in a new era. Is the period of cheap money now over? When will the European Central Bank follow suit?
The war in Ukraine led to losses for Russian bonds. In an interview for OUR VIEW, fund manager Anton Hauser explains why government bonds from Eastern Europe offer an alternative.
Rising inflation and rising bond yields have recently caused uncertainty among investors. Will key interest rates in the USA be raised soon? Erste Asset Management’s Chief Economist Winzer outlines 3 scenarios for the interest rate policy of the central banks.
The most common form of supranational financial institutions are development banks, whose shareholders are usually the founding states. Investors’ exposure to bonds issued by development banks allows them to finance local infrastructure or climate projects at lower cost, which ultimately benefits the local population.
Compared with previous recessions, we came out of the last crisis relatively quickly. What were the decisive factors, what will drive the financial markets in 2022 and, above all, what role will inflation play? Erste AM Managing Director Heinz Bednar and Chief Investment Officer Gerold Permoser provide an outlook for the coming year.
Fund manager Felix Dornaus attended the autumn meeting of the International Monetary Fund and the World Bank. His impressions of the outlook for emerging markets summed up here.
In recent years, we have seen dynamic growth emerging. It started with green bonds, which were then complemented by social bonds, sustainability bonds (a combination of environmental and social projects), and sustainability-linked bonds.