52 results for keyword "outlook"

Article on tag "outlook"

Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks
Outlook 2022: Erste Asset Management optimistic – recovery continues despite Covid, inflation, and supply bottlenecks

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.

Stagflation – a serious risk scenario
Stagflation – a serious risk scenario
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Stagflation – a serious risk scenario

In recent months, the risk of stagflation (the simultaneous occurrence of economic stagnation and inflation) has increased. Without the pandemic, output would be higher and inflation lower: bottlenecks in production and logistics have slowed economic activity and caused prices in the goods sector to rise sharply.

Erste Asset Management financial markets outlook for the second half of 2021
Erste Asset Management financial markets outlook for the second half of 2021
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Erste Asset Management financial markets outlook for the second half of 2021

Since the beginning of the year, the rapid recovery of the economy has mainly supported securities such as equities. But what happens next? Erste AM Managing Director Heinz Bednar and Head of Multi Asset Alexander Lechner explain how the second half of 2021 and especially our focus on sustainability will continue to develop in our outlook for the next six months.