52 results for keyword "bonds"

Article on tag "bonds"

Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks
Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks

Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks

Compared with previous recessions, we came out of the last crisis relatively quickly. What were the decisive factors, what will drive the financial markets in 2022 and, above all, what role will inflation play? Erste AM Managing Director Heinz Bednar and Chief Investment Officer Gerold Permoser provide an outlook for the coming year.

Yield curve management
Yield curve management
(c) iStock, Jonathan P. Larsen/Diadem Images

Yield curve management

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?