Erste Asset Management Investment Blog

582 results for the topic "Markets"

ARTICLES IN THE TOPIC “Markets”

Central banks at odds: How are Fed and ECB reacting to the trade conflict?
Central banks at odds: How are Fed and ECB reacting to the trade conflict?
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Central banks at odds: How are Fed and ECB reacting to the trade conflict?

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Trump’s customs policy and the trade conflict also pose new challenges for central banks. However, while the ECB has room to cut interest rates in order to support the economy, the Fed must exercise caution in the USA. Higher tariffs also threaten to push up inflation again.

However, US President Donald Trump does not like the Fed’s course at all. His attacks on Fed Chairman Jerome Powell are fuelling concerns about the central bank’s independence. Even though Trump has recently backed down slightly, his comments are once again unsettling the markets.

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Stock markets react volatile to tariff pause: what happens next?
Stock markets react volatile to tariff pause: what happens next?
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Stock markets react volatile to tariff pause: what happens next?

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The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.

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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

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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.

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

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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.

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

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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.

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Get Flexible – YOU INVEST funds are starting up again
Get Flexible – YOU INVEST funds are starting up again
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Get Flexible – YOU INVEST funds are starting up again

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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 👉

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