The Italian economy is stagnating – it has only recently returned to pre-crisis levels. Tight budgets, an uncertain political environment and an ageing population are hindering growth. High investments are expected to achieve the turnaround. On the bond market, investors are confident that this can be achieved.
Article on tag "government bonds"
Best of Charts: News from the inflation
Even though inflation has weakened recently, it remains an important topic for private individuals as well as for companies and the markets. What might happen next in terms of inflation and how long will the restrictive monetary policy stay with us? A look at some important financial charts will shed some light on this.
The Good, the Bad and the Hawk
Last week brought good, bad and inflation-fighting news, all from the US. At the start of the new trading week, the focus is on the turbulence surrounding Silicon Valley Bank.
Hawkish holidays from the Bank of Japan
Last week, the Japanese central bank made the last major monetary policy decision of 2022, bringing an eventful year to an end – also from a central bank perspective.
Transition Phase
So far this year, high inflation rates have been the driving factor on the financial markets. This could now change, as Chief Economist Gerhard Winzer writes. Disappointingly weak indicators of economic activity could now increasingly come into focus.
Yield and Return on Bonds
How are interest rates and future bond returns related? Why can the yield be higher than current interest rates? Our blog looks at the correlations in fixed-income investments.
Central Banks Attempt to Prevent Inflationary Spiral
Since the beginning of the year, the bond markets have been in a bear market. What are the implications for the economy? Erste Asset Management Chief Economist Gerhard Winzer analyzes three models in relation to the development of inflation and their implications.
The return of the yield was short and painful
Due to the rapid rise in yields, almost all types of bonds have suffered significant price losses since the beginning of the year. But now you have the chance to take advantage of the higher yield level. Find out the best way to do this in today’s blog.
Do Eastern European bonds offer opportunities?
The war in Ukraine led to losses for Russian bonds. In an interview for OUR VIEW, fund manager Anton Hauser explains why government bonds from Eastern Europe offer an alternative.
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?