Erste Asset Management Investment Blog

13 results for keyword "interest rate"

Article on tag "interest rate"

Equity investors’ interest rate fears may be overblown
Equity investors’ interest rate fears may be overblown
(c) Fotolia

Equity investors’ interest rate fears may be overblown

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?

Capital markets outlook for 2018: Will the party hold on?
Capital markets outlook for 2018: Will the party hold on?
(c) Erste Asset Management

Capital markets outlook for 2018: Will the party hold on?

2017 is drawing to an end, and the bottom line is positive. The outcome is significantly better than we had expected. Since the financial crisis in 2008, the global economy has never expanded more quickly and especially concertedly than in 2017. Also, inflation has surprised on the downside, falling short yet again of the expectations held by central banks and analysts.