Erste Asset Management - Blog

Artikel zu Schlagwort: 2018
Gerold Permoser am 02nd February 2018

Inflation: a general overview – Part 1

(c) iStock

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

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Gerhard Winzer am 08th January 2018

Ten economic hypotheses for 2018

(c) iStock

The current environment is very positive for the capital markets: strong growth, low inflation, supportive monetary policies, good earnings growth, and low volatilities, i.e. fluctuations. Also, the numerous risks have not had a significantly negative impact on prices. However, the phase of rising prices started as early as March 2009. This environment implies that any change in the relevant parameters such as growth, inflation, and monetary policy would be tantamount to deterioration, given that improvement is not possible anymore. The most important question asked by investors at the outset of 2018 is therefore whether this positive environment is still here to stay.

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Gerold Permoser am 07th December 2017

Capital markets outlook for 2018: Will the party hold on?

(c) Erste Asset Management

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.

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