Erste Asset Management Investment Blog

579 results for the topic "Markets"

ARTICLES IN THE TOPIC “Markets”

Central banks are becoming more cautious: these are the implications for the bond market
Central banks are becoming more cautious: these are the implications for the bond market
Bank of England, (c) unsplash

Central banks are becoming more cautious: these are the implications for the bond market

The investment package in Germany and the associated ‘abandonment of the debt brake’ has caused a lot of movement in the eurozone bond market. Meanwhile, central banks have to manage the balancing act between slowing economic growth and rising inflation. Dániel Bebesy, Fixed Income Portfolio Manager at Erste Asset Management Hungary, talks in an interview about the recent central bank meetings and their impact on the bond market.

Five years since Covid hit: a historic crash, and the lessons learned
Five years since Covid hit: a historic crash, and the lessons learned
(c) AdobeStock

Five years since Covid hit: a historic crash, and the lessons learned

This week marks the fifth anniversary of the low point of the coronavirus crash. In February and March 2020, global financial markets experienced one of the fastest downturns in history. The coronavirus crisis brought the economy to a virtual standstill and caused a massive decline in stock prices, unsettling many investors.

Our new blog post looks back at the events that led to this crash and analyses what lessons investors can learn from the Covid crash. Because as quickly as prices fell, they were also largely able to recover the losses.

China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
(c) BYD

China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track

China’s government wants to get the country’s stagnating economy back on track and is preparing for a trade dispute with the US. Under the motto “Made in China 2025,” the goal is to achieve growth of 5 percent. The focus is on key industries: Did you know that China has become the global market leader in renewable energies and produces by far the most electric cars worldwide?

Read more about this and investment opportunities with funds in our blog.

Get Flexible – YOU INVEST funds are starting up again
Get Flexible – YOU INVEST funds are starting up again
(c) unsplash

Get Flexible – YOU INVEST funds are starting up again

From March, the YOU INVEST funds will be gradually reorganized. With the renaming to YOU INVEST FLEXIBLE, the funds will not only have a new name but also a more flexible investment strategy and new opportunities through additional diversified sub-funds in which the funds of the YOU INVEST family can invest from the realignment onwards. You can find all the information on the changeover in today’s blog post 👉

After the election, Germany is facing a change of direction
After the election, Germany is facing a change of direction
(c) INA FASSBENDER / AFP / picturedesk.com

After the election, Germany is facing a change of direction

After the election in Germany, a two-party coalition could quickly be formed under the leadership of the CDU politician Merz. After five years of economic stagnation, the potential for a change of course is there. The trend-setting German stock index (DAX) is rising.

Trade conflict & Ukraine war: How structural change could affect the markets
Trade conflict & Ukraine war: How structural change could affect the markets
Maidan Place, Kyiv - Source: unsplasch

Trade conflict & Ukraine war: How structural change could affect the markets

In the global world order, much seems to be in a state of upheaval. The changes brought about by the new US administration are a structural change that is also affecting the financial markets. In our view, this scenario is currently the most likely 👉