Main focus - on the topic Coronavirus
DOSSIER POSTS
What is helicopter money?
While traditional monetary policy measures are also employed, the focus has recently shifted to a concept that has always been the subject of debate: helicopter money.
Father of value investing – Update from the Investment Division
What has occurred since yesterday ? Benjamin Graham focused on fundamental equity analysis and became widely known as the “father of value investing”. Equity should only be purchased at a discount to its fundamental value. In his book “The Intelligent Investor” Graham creates a character called Mr. Market, a fellow who turns up every day […]
Coronacession
The world is in a state of emergency, with the corona pandemic constituting a global health, economic, and financial crisis. The term “Coronacession” has been created as a chimaera of corona and recession. The central question is how deep the emergency runs and how long it will last. The speed of the development is breath-taking. […]
Restaurants & petrol stations: how do support measures for the economy work?
We’ve repeatedly reported on monetary and fiscal policy measures in recent weeks. Today we want to show the effect of economic stimulus packages with simple examples.
Is China back to work?
When do people in China return to work and how quickly will the economy recover from the coronavirus shock? Our senior fund manager Jenny Teng analyzes the current situation.
Distortions on the financial market
The distortions on the financial market continue, and the prices of risky asset classes such as equities and corporate bonds with low credit quality are falling. Market prices have increasingly come to reflect a global recession.
Coronavirus: US rate cut and now what?
The corona virus leaves traces in financial market policy. The US Federal Reserve cut interest rates surprisingly early on Tuesday. Erste AM chief economist Gerhard Winzer explains this measure in our interview.
Coronavirus: The economic effects of epidemics and pandemics
What are the economic effects of an epidemic or pandemic? Our Experts went through relevant studies in order to be able to give a well-founded assessment. The results are surprising.
Coronavirus starting to affect global corporations
Coronavirus: The spread of the virus is the defining issue in the financial markets. Global corporations such as Apple, Adidas and AT&S are also suffering the economic consequences.
Coronavirus: epidemic in China disrupts recovery scenario
Coronavirus: The economy is increasingly affected by the virus crisis. Will China’s economy be able to withstand the pressure despite resistance? Analysis by Erste AM chief economist Gerhard Winzer.