Erste Asset Management

Decoupling the real economy – Update from the Investment Division

Decoupling the real economy – Update from the Investment Division
Decoupling the real economy – Update from the Investment Division
(c) unsplash
Share post:

What has occurred since yesterday ?

While the markets for risky investments presented themselves in a good mood, the difference between the financial markets and the real economy is widening. That is not only reflected in economic data, but also in bankruptcy rates in the high yield segment in the USA.

In May in the USA eight companies went into default with USD 11,2 billion of outstanding bonds and loans. One of them was Hertz (we already reported about that), Fieldwood Energy and J. Crew. Since the beginning of the year 41 companies have defaulted and the insolvency rate increased to a ten year high of 5,05%. Especially hit were companies from the energy sector.

Equity markets presented themselves in a good mood again yesterday. The US-equity index S&P 500 could gain 1,2%, while the markets in Europe traded slightly weaker. Losers were investment grade government bonds over the last days. The yield of 10 year US-papers increased to 0,85% and in Germany to -0,32%. The reasons are the positive development of risky assets and the unprecedented fiscal and monetary policy measures to fight the economic impact of the Covid-19 crisis. The latter lead to a strong increase in government debt and an expansion of the balance sheets of the central banks via bond purchase programs.

 

Legal note:
Prognoses are no reliable indicator for future performance.

DOSSIER

RESPOND TO THE ARTICLE

Legal disclaimer

This document is an advertisement. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in connection with the InvFG 2011. The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the Key Information Document can be viewed in their latest versions at the web site www.erste-am.com within the section mandatory publications or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the Key Information Document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.

The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.

Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to § 21 AIFMG of the respective fund. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.

Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund.

Leave a comment Required fields are marked with *

Your email address will not be published. Required fields are marked *