Equities have been weaker in recent days. This is largely due to concerns that sooner-than-expected interest rate increases in the USA could be detrimental to the financial market. Chief economist Gerhard Winzer explains why in the most likely case scenario, this will not be happening in the foreseeable future.
The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
Comfortably making return on the money market via interest? A thing of the past. Investors wanting to outsmart inflation should think about dividends and dividend shares. The combination of dividend shares with a selection process that takes into account ESG criteria constitutes an interesting investment alternative. So there is a kind of “two dividends”.
The global stock markets got off to a strong start into the new year and continued to gain, which means that the bull market has now lasted for almost a year. However, the market structure has changed significantly in the past few months. Our equity expert Tamás Menyhart analyzes the current situation.
At the beginning of September, the FED announced a significant change in their policy: They officially announced the implementation of “average inflation targeting”. This allows to have a higher inflation rate for a period of time instead of being closely held to the target inflation rate of 2%.
Why did the FED announce this shift in its policy? Is inflation returning in the agenda? In this article, we intend to show the policy requirements for high(er) inflation.
Yesterday, the Fed was the focus of attention & the increase in Covid 19 infections could put further pressure on the economy. Update from the Investment Division.
The Commodores around Lionel Richie landed a hit with their song “Easy” in 1977. The monetary policy of the central banks remains just as “easy”. Update from the Investment Division
“Rollercoaster ride continues”: Most stock exchanges were clearly in the red & the markets ignore the new infections in China. Update from the Investment Division
Yesterday it seemed as if the stock markets needed to catch their breath after the rally of the last few weeks. It was the seventh day that the S&P 500 suffered a daily loss. Update from the Investment Division.
The end of the week on the stock markets was more positive than the beginning of last week. Update from the Investment Division.
