The losses of equities, bonds and gold since the beginning of April have put the limelight on the asset class of alternative investments. What are the characteristics of such an asset? Can this slow the downturn? And how can you invest?
Article on tag "bonds"
Investing – a long term story
We have seen some extraordinary years speaking about equity and multi asset performance. Interest rates were low, volatility – representing the average daily price changes – was comparably low. What is the situation today?
Italy is electing a new president
Italy is about to elect a new president of state. The election that will be held from 24 January 2022 in several ballots is going to determine the successor of the current, 80-year old President Sergio Mattarella, whose mandate expires in February 2022. This was announced by the president of the chamber of deputies of […]
Pandemic year three: what are the challenges ahead?
We are now into the third year of the pandemic. Since the spring 2020 collapse, economic activity and markets have shown exceptional resilience. This is not to be taken for granted. After all, the list of potential negative influences (“challenges”) is long.
Green, green shades of bonds
In recent years, we have seen dynamic growth emerging. It started with green bonds, which were then complemented by social bonds, sustainability bonds (a combination of environmental and social projects), and sustainability-linked bonds.
Yield opportunity in the bond market: Q4 2021
Most economic indicators for August and September point to a slowdown in economic growth. However, growth rates still remain relatively strong
Where are equities headed into year-end?
Global stock markets have fallen back from their all-time highs in recent weeks. What were the causes? What potential do the equity experts at Erste Asset Management see until the end of the year?
Global economy running into headwind
The global economy is in the recovery phase of the cycle. Economic growth is well above the long-term trend, but headwinds have increased recently. What needs to happen to ensure that growth does not slow down? Chief Economist Gerhard Winzer analyses the prospects for the future.
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?
Erste Asset Management regards economic recovery as driver of the capital markets in 2021
We are looking back on a turbulent investment year. After the slump in February and March, we saw a strong recovery on the markets almost across all asset classes. CEO Heinz Bednar and CIO Gerold Permoser give an outlook for the capital markets in 2021.