Erste Asset Management - Blog

Artikel zu Schlagwort: Emerging Markets
Peter Szopo am 02nd March 2018

Equity investors’ interest rate fears may be overblown

(c) Fotolia

Fears of rising interest rates are back. Was the recent 9% correction in global equities just a market blip, amplified by technical factors related to the trading of volatility products? Or something more serious – a regime shift signalling the end of the equity bull market as many have argued?

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Gast-AutorIn / Guest Author am 23rd February 2018

Investment stories in Latin America

Christian Gaier, senior fund manager of government bonds of emerging markets

The 4th BBVA Latin American Local Markets Conference in London gave me the chance to speak in detail with some local Latin American representatives. In the following, I would like to share some of the insights I gained from these conversations and the narratives that may affect 2018.

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Gast-AutorIn / Guest Author am 18th October 2017

IMF-meetings in Washington: positive outlook for emerging markets



Guest Author: Felix Dornaus, Senior Fund Manager


The following points reflect my impressions at the presentations that I attended at the IMF-meetings in Washington from 12 to 15 October 2017.

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Gerhard Winzer am 25th August 2017

Growth picking up in the emerging economies


Economic growth has increased significantly on a global scale and is broadly supported. According to our preliminary estimate, global GDP recorded a growth rate of 3.7% from Q1 to Q2 (annualised). While the developed economies have presumably grown by 2.7%, the emerging economies posted a growth rate of 5.2%. In this article, we would like to take a closer look at the emerging markets on the basis of classic economic indicators.

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Gast-AutorIn / Guest Author am 11th May 2017

My impressions from IMF meeting in Washington: Emerging markets “alive and kicking”

Jose Luis Magana / AP /
Felix Dornaus, Senior Fund Manager Emerging Markets Bonds

Author: Felix Dornaus
Senior Fund Manager


The spring meeting of the International Monetary Fund was held in Washington from 20th to 23rd April. This event was the reason for an investor conference that I attended in order to get an idea of the status quo of the global economy as well as of risks and opportunities.

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Gabriela Tinti am 03rd March 2017

Equity performance: focus on emerging markets

The stock exchanges in the emerging economies and their performances have fallen short of expectations in recent years. Speculations about the weakening economy of China, the decline of commodity prices, and an appreciating US dollar have had a detrimental effect on emerging markets. However, the trust of investors in these markets has been making a comeback since 2016. In spite of Donald Trump’s election victory and the fear of a US policy of protectionism, the emerging economies are currently outperforming the developed ones.

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Paul Severin am 20th October 2016

“The trust in emerging markets is returning”


ESPA STOCK GLOBAL EMERGING MARKETS: Three questions for Gabriela Tinti, Senior Fund Manager

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Paul Severin am 16th August 2016

Emerging markets bonds: “Responsibility and growth are not mutually exclusive”


The global, sustainable corporate bond fund ERSTE RESPONSIBLE BOND EMERGING CORPORATE has clearly passed the threshold of EUR 100mn of assets under management. A perfect occasion to take stock. Christian Schön, member of the board of directors of Erste Asset Management, explains what role sustainable investments play in emerging markets, especially in the corporate bond segment.

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Paul Severin am 21st July 2016

The comeback of the Emerging Markets


Interview with Christian Gaier, Senior Fund Manager for emerging markets government bonds

Emerging equity and bond funds have borne the brunt of the consequences of the global uncertainties in the past years.  Wars and conflicts in the region, slumping commodity prices (especially oil), and fears of an interest rate reversal in the USA have caused many investors to withdraw their capital and “park” it in safe havens. Now signs are indicating that investors have been staging a comeback.

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Paul Severin am 22nd February 2016

Emerging Markets: Opportunities with Corporate Bonds


In an interview with Péter Varga, Senior Fund Manager Erste Asset Management, I am discussing the chances and risks with investments in emerging markets corporate bonds. Many Investors feel unsettled by the weak performance of the emerging markets. Why is this the case?

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