Erste Asset Management Investment Blog

89 results for the topic "Know-How"

ARTICLES IN THE TOPIC “Know-How”

Czech National Bank removes currency floor
Czech National Bank removes currency floor
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Czech National Bank removes currency floor

Author: Anton HauserSenior Fundmanager Emerging Market Bonds   Three and a half years after introduction, the Czech National Bank decided today to remove its 27 CZK/EUR currency floor. Many investors were expecting this decision. Indeed, this trade is currently one of the most popular ones among investors. As expected, the Czech koruna appreciated slightly against […]

Brazil: Hope for change stimulates bonds
Brazil: Hope for change stimulates bonds
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Brazil: Hope for change stimulates bonds

Author: Felix Dornaus, Senior Fund Manager Emerging Markets Bonds Brazil tactically overweighted at the moment Most of the fundamental economic data are currently not good. In 2016, the country is in recession; for 2017, a minor growth rate of +0.7% is expected. The nominal budget deficit of 2016 is about -10%, with a primary deficit […]

The comeback of the Emerging Markets
The comeback of the Emerging Markets
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The comeback of the Emerging Markets

Interview with Christian Gaier, Senior Fund Manager for emerging markets government bonds Emerging equity and bond funds have borne the brunt of the consequences of the global uncertainties in the past years.  Wars and conflicts in the region, slumping commodity prices (especially oil), and fears of an interest rate reversal in the USA have caused […]