The global stock markets got off to a strong start into the new year and continued to gain, which means that the bull market has now lasted for almost a year. However, the market structure has changed significantly in the past few months. Our equity expert Tamás Menyhart analyzes the current situation.
Dividend shares have been sidelined by investors in recent years. At the moment, however, their valuation is significantly more attractive than that of the Growth segment, making them worth a serious consideration.
Erste Asset Management fund manager Anton Hauser, specialist for emerging markets bonds, analyses the status quo of the Turkish financial markets after the surprising dismissal of the Turkish central bank governor by President Erdogan.
A differently designed path to the stock exchange has gained in importance since 2020. The term for this is SPAC (“Special Purpose Acquisition Company”). What’s behind it?
The USA and the EU are back on the same page as new President Joe Biden takes office. The new US climate envoy John Kerry, on his first visit to Brussels in this role, underlined the importance of the renewed climate alliance with Europe. “We are committed to renewing our strong alliance in the fight against the climate crisis,” the former US Secretary of State said in a joint statement with EU representatives last Wednesday.
Today the EU Disclosure Regulation comes into force. This is intended to create transparency with regard to the inclusion of sustainability risks in financial investment products. What does the regulation include and what do we do as a fund company?
In recent days, equities and other risky asset classes have come under pressure despite the fact that in the year to date the optimism about an economic recovery has been on the rise. Is that a case of “buy the rumour, sell the fact”? Had the good news already been priced into the market? Or is there another mechanism that could be driving the future development?
Corporate bonds from emerging markets: environmental focus and calling out companies on their sustainability efforts are turning into a success factor. Senior professional fund manager Péter Varga explains the latest trends and developments.
Hopes for an economic recovery, but also the latest inflation fears, have recently fuelled the price rally on the commodity markets, with prices for crude oil and industrial metals continuing to soar. Several metal prices recently rose to multi-year highs.
Central bank targets for inflation may be met earlier than expected in some countries. This environment has led to an increase in government bond yields. We explain how it came about.
