After many years of low interest rates, the tide has turned in recent months. This is also creating some opportunities on the bond market again, as our expert Johann Griener explains in his article.
ARTICLES IN THE TOPIC “Bonds”
The forthcoming steepening of the term structure of interest rates: An investment case
How the yield curve of a bond looks depends on several factors. In his article, fund manager Tolgahan Memişoğlu explains what this means and why yield curves could become steeper again in the future.
Hawkish holidays from the Bank of Japan
Last week, the Japanese central bank made the last major monetary policy decision of 2022, bringing an eventful year to an end – also from a central bank perspective.
Yield and Return on Bonds
How are interest rates and future bond returns related? Why can the yield be higher than current interest rates? Our blog looks at the correlations in fixed-income investments.
Outlook: Development of the neutral real interest rate
This year brought a turning point in the monetary policy of the major central banks. The crucial question is whether this turning point is cyclical or structural. It is therefore worth taking a look at the neutral interest rate, as this captures structural macroeconomic changes.
Emerging Markets Credit Conference – a sentiment snapshot among investors
The mood among investors in the bond sector in emerging markets is mixed, as this year’s Emerging Markets Credit Conference held by US investment bank J.P. Morgan showed. Thomas Oposich, Senior Fund Manager, reports on the conference and his impressions.
An extraordinary half year
The first half of the year on the financial markets was characterized by price declines in equities and bonds, rising inflation, and the war in Ukraine. What developments does Erste Asset Management expect for the second half of the year?
Central Banks Attempt to Prevent Inflationary Spiral
Since the beginning of the year, the bond markets have been in a bear market. What are the implications for the economy? Erste Asset Management Chief Economist Gerhard Winzer analyzes three models in relation to the development of inflation and their implications.
Austria goes green
The first green bond of the Republic of Austria was issued on 24 May 2022 and is meeting with high demand. The majority of the proceeds will go towards clean and sustainable transport, e.g. the expansion of the railway network. In which other areas will the Green Bond invest?
The return of the yield was short and painful
Due to the rapid rise in yields, almost all types of bonds have suffered significant price losses since the beginning of the year. But now you have the chance to take advantage of the higher yield level. Find out the best way to do this in today’s blog.