Erste Asset Management

2 results for keyword "cash flow"

Article on tag "cash flow"

Yield curve management
Yield curve management
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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?