Gerhard Winzer am 09th February 2018

Inflation worries burdening stock exchanges – part 2: the macro perspective

Equity indices have undergone a global correction in the past days. The Dow Jones index has shed more than 10% from its January high. What is the macro-economic reason for the correction?

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Paul Severin am 06th February 2018

Inflation worries weighing on stock exchanges

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Peter Szopo, Erste Asset Management

In the past two days, the stock exchanges, spearheaded by the New York Stock Exchange, have shed the entire previous gains of 2018. Even last week, inflation worries had started to weigh on the markets. But the recent reaction was extraordinarily strong, with experts likening it to the excellent employment report in the US.


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Gerhard Winzer am 05th February 2018

Strong growth and rising rates

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At the beginning of 2018, economic indicators are confirming the recovery scenario. Above all, the yields of government bonds are on the rise. Why is that the case, and what does it mean for the financial market as a whole?

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Gerold Permoser am 02nd February 2018

Inflation: a general overview – Part 1

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Why is the inlfation outlook for 2018 important? In our three part series we explain how inflation works.

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Gast-AutorIn / Guest Author am 30th January 2018

Czech Presidential Election and the reaction of the markets

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Guest author: Margarita Sinitsyna, Fund Manager, Czech Republic Branch


With both rounds of the Czech presidential election behind us, we can now take a look back at some of its highlights. Incumbent Milos Zeman reaped a narrow edge over his challenger Jiri Drahos.


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Peter Szopo am 29th January 2018

Global equities: Five charts on where we stand

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2017 was an excellent year for stocks. Developed markets were up more than 16% in local currencies, emerging markets almost 28%. Read more
Gast-AutorIn / Guest Author am 26th January 2018

High-yield bonds – a look behind the scenes

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Author: Christin Bahr, Product Management Securities Erste Group

In the context of record lows of money market rates and low government bond yields, high-yield bonds remain in demand. In view of the already very low spreads it may be worthwhile having a closer look at this bond segment.

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Gast-AutorIn / Guest Author am 25th January 2018

European banks: Outlook for 2018

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Autor: Tamas Menyhart, Fund Manager Equities, Erste Asset Management


European banks (as measured by the Stoxx 600 Banks Index) had a decent year in 2017: the index climbed more than 8%, slightly outperforming the broader European market (Stoxx 600 Index).

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Gast-AutorIn / Guest Author am 22nd January 2018

Interview: “Future 2050 – the era of sustainability and smart machines”

(c) Siemens Pictures of the Future
Dr. Ulrich Eberl (c) Siemens Ertz

Dr. Ulrich Eberl is one of the most renowned German-speaking scientific journalists and futurologists. He holds a PhD in biophysics from the Technical University of Munich and was Head of Global Communication  for research and future trends for 20 years at Siemens.

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Harald Egger am 11th January 2018

Bitcoin Basics

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What are Bitcoins?

Bitcoins were developed in 2009 as a virtual, digital currency by one person or group with the pseudonym Satoshi Nakamoto. Bitcoins are not physically tangible and are thus also difficult to grasp mentally for many.

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