Erste Asset Management Investment Blog

74 results for keyword "bonds"

Article on tag "bonds"

Capital markets outlook 2024: good opportunities in the US election year
Capital markets outlook 2024: good opportunities in the US election year
(c) Barbara Dür

Capital markets outlook 2024: good opportunities in the US election year

After a difficult market year in 2022, many asset classes performed much better this year. The outlook for the coming year 2024 is also positive – the central banks’ turnaround in interest rates has brought about a return to normality on the bond market and, with the rise in yields, is also opening up new opportunities for investors. At the same time, the ongoing geopolitical tensions in particular pose a challenge. With the improved yield opportunities for bonds, mixed funds are also coming back into focus.

How restrictive are the current interest rate policy and financial environment really?
How restrictive are the current interest rate policy and financial environment really?
(c) pexels.com

How restrictive are the current interest rate policy and financial environment really?

In line with the surprisingly strong economic indicators in the US, government bond yields have risen significantly in recent months. This is putting pressure on the prices of many classes of securities and intensifying discussions about how restrictive interest rate policy really is. Could the higher level of yields make the central bank’s job easier in the form of further interest rate hikes?

Investing in the bond market – the charm of short maturities
Investing in the bond market – the charm of short maturities
(c) pexels

Investing in the bond market – the charm of short maturities

When should one invest one’s capital in the bond market and which maturity would currently be favourable? These questions are not so easy to answer and depend, among other things, on the preferences of the respective investor. In our recent blog, expert Johann Griener gives an insight into the current market environment and clarifies the most important questions about bonds and maturity.

Silicon Valley Bank – Impact on the Stock Markets
Silicon Valley Bank – Impact on the Stock Markets
BRITTANY HOSEA-SMALL / REUTERS / picturedesk.com

Silicon Valley Bank – Impact on the Stock Markets

The turbulences surrounding the US Silicon Valley Bank (SVB) are currently keeping the markets busy. After the bank was closed last Friday, a comprehensive package of measures followed over the weekend to avoid possible consequences. In this blog post, the experts of our Investment Division explain what exactly happened and how they assess the situation.