Read our recent blog post on the ten theses for financial market development in 2019. Is fear of a recession exaggerated?
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
The engine of the economy in Slovakia is running on a good momentum. In recent years it has been going through a cyclical upswing. Take a look at the drivers, but also consider potential threats going forward.
The financial markets have been on the rocks in 2018. Read here why you should still keep a cautiously optimistic stance.
This blog entry will discuss three scenarios for the coming quarters and the coming year.
Annualised real global GDP growth amounts to slightly above 3%. The composition of growth is not homogenuous. While the US economy grows strongly, the weakening loan growths puts weight on the economic activity in China. Find out more in the current yield radar.
In this interview Anton Hauser, senior fund manager at Erste Asset Management and expert for Central and East European (CEE) government bonds , talks about the difficult first half of 2018 and illustrates possible future scenarios.
The performance of most asset classes in the year to date has been mixed, to put it euphemistically. Is there a common underlying factor? Can we expect to see a better second half of the year?
The sentiment of the financial market participants has deteriorated in the past months, with the losses across numerous asset classes in the year to date seemingly the driving factor. Now we have to ask ourselves: are we at the outset of a new trend, or is this just a case of increased volatility? The general decline in prices has gone in conspicuous tandem with the increase in three important financial market ratios:
The environment on the financial markets has become a bit bleaker. Growth rates of industrial output and the survey-based indicators for economic growth are falling, while the trade conflict between the USA and China and the tense geopolitical situation in the Middle East has caused the risk for global growth to increase further. Will the environment remain generally supportive to risky asset classes?