The risk of an escalation of the geopolitical conflict between Russia, Ukraine and NATO has risen further in recent days.
Article on tag "markets"
Erste Asset Management achieves record result in 2021
Erste Asset Management was yet again ranked first among the Austrian investment companies last year. Assets under management in Austria had increased by 16.6% y/y to EUR 47.7bn as of 31 December 2021.
Stock markets off to a bumpy start in 2022
Inflation has risen sharply and the first interest rate hikes are expected from the Federal Reserve in the USA. What impact could this have on stocks?
Investing – a long term story
We have seen some extraordinary years speaking about equity and multi asset performance. Interest rates were low, volatility – representing the average daily price changes – was comparably low. What is the situation today?
10 theses for 2022
Waves of infections will continue to influence economic activity and the markets. What will happen in China, what are the inflation risks and will it be volatile? Our chief economist Gerhard Winzer has drawn up 10 theses for the year 2022.
Pandemic year three: what are the challenges ahead?
We are now into the third year of the pandemic. Since the spring 2020 collapse, economic activity and markets have shown exceptional resilience. This is not to be taken for granted. After all, the list of potential negative influences (“challenges”) is long.
Advantages of supranational bonds in emerging market currencies
The most common form of supranational financial institutions are development banks, whose shareholders are usually the founding states. Investors’ exposure to bonds issued by development banks allows them to finance local infrastructure or climate projects at lower cost, which ultimately benefits the local population.
Investors bought the dip. Again.
Just when it looked like a quiet end to the year on the stock markets, the emergence of Omicron shook investor confidence and led to a sell-off lasting several days. How has market optimism evolved since then? Our stock expert Tamás Menyhárt gives an outlook.
Inflation at its peak – what are the reasons?
At 5.2% y/y, consumer price inflation for the OECD region reached the highest value in October since 1997. Has inflation peaked, or are we at the outset of a sustained period of high inflation?
Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks
Compared with previous recessions, we came out of the last crisis relatively quickly. What were the decisive factors, what will drive the financial markets in 2022 and, above all, what role will inflation play? Erste AM Managing Director Heinz Bednar and Chief Investment Officer Gerold Permoser provide an outlook for the coming year.