Erste Asset Management Investment Blog

75 results for keyword "bonds"

Article on tag "bonds"

Central banks are becoming more cautious: these are the implications for the bond market
Central banks are becoming more cautious: these are the implications for the bond market
Bank of England, (c) unsplash

Central banks are becoming more cautious: these are the implications for the bond market

The investment package in Germany and the associated ‘abandonment of the debt brake’ has caused a lot of movement in the eurozone bond market. Meanwhile, central banks have to manage the balancing act between slowing economic growth and rising inflation. Dániel Bebesy, Fixed Income Portfolio Manager at Erste Asset Management Hungary, talks in an interview about the recent central bank meetings and their impact on the bond market.

Market commentary: What will the second half of 2024 bring?
Market commentary: What will the second half of 2024 bring?

Market commentary: What will the second half of 2024 bring?

The second half of 2024 has already kicked off on the financial markets – but what can investors expect from it? After expectations of interest rate cuts in the US were pushed back further and further in the first half of the year, the scope for the US Federal Reserve could increase again in the remainder of the year. The main focus is likely to be on upcoming political decisions – which could also lead to greater fluctuations.

Inflation, interest rates, markets: 10 topics for 2024
Inflation, interest rates, markets: 10 topics for 2024
(c) unsplash

Inflation, interest rates, markets: 10 topics for 2024

After the price rally at the end of last year, the markets started 2024 with price losses. The ongoing positive correlation between bonds and equities is striking. Both asset classes have fallen equally recently, which makes diversification in a portfolio more difficult. But the year has only just begun. We therefore take a look at 10 key topics for 2024 that could be helpful when putting together a portfolio.

Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
(c) Arne Dedert / dpa / picturedesk.com

Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023

The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.