China as a third pole. The reasons why fund managers expect China government bonds in mixed funds to generate more return and at the same time provide better diversification.
LATEST CONTRIBUTIONS
Erste Group is first financial institution to commit to the European Commission’s Green Consumption Pledge
As the first financial institution in Europe, Erste Group has joined the European Commission’s Green Consumption Pledge initiative to accelerate its contribution to a sustainable economic recovery. The Green Consumption Pledge is the first initiative delivered under the New Consumer Agenda and part of the European Climate Pact.
Covid vaccinations: Apathy follows euphoria
If you ask around in your own circle of acquaintances, you will find that the vaccination coverage rate is now significant. In Austria, it seems, everyone who really wants a vaccination has already received at least a partial vaccination – regardless of prioritization, age or medical history. The EU vaccination rate lags about 6 weeks […]
DAX set to break all-time high thanks to economic recovery as election year autumn approaches
Germany has awakened from its pandemic “deep sleep”, and the economy is picking up speed in an election year. Investments related to the reduction of greenhouse gases could give a strong boost to innovative companies in the DAX and at European level.
Equities and the inflation scare
The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
Rapid recovery in the developed world
The global economy is caught between a strong recovery and inflation fears. Despite low risk premiums, Erste AM Chief Economist Gerhard Winzer continues to see opportunities for equities as long as bond yields rise less than corporate earnings growth rates. Read more in his blog analysis.
Financial Markets: robo investment vs. human judgment
It is impossible not to notice the rising interest in algorithm-based investing. Fund manager Mikuláš Splítek argues the case of whether a robo-advisor or human judgment is better to beat the market.
Sell in May and …
.. go away, but don’t forget to come back in September. This is an old stock market adage that most investors probably know. There are loads of those, and this is among the most popular ones. Our Head of Global Strategies & Research, Alexander Sikora-Sickl explains what’s behind it.
Yield opportunity in the bond market: May 2021
Most economic indicators for August and September point to a slowdown in economic growth. However, growth rates still remain relatively strong
Interview with Austrian company Lenzing about sustainability
In our new series, we look at how responsible investment and engagement works and let companies explain what they do to reach sustainable goals. How does Austrian company Lenzing define sustainability and what are its strategic principles? Interview with Sébastien Knus, Head of Investor Relations Lenzing AG.