Erste Asset Management

9 results for keyword "shares"

Article on tag "shares"

Yield curve management
Yield curve management
(c) iStock, Jonathan P. Larsen/Diadem Images

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?

European shares – is it still time to get in on this one, or has the ship sailed?
European shares – is it still time to get in on this one, or has the ship sailed?
Foto: Shutterstock.com

European shares – is it still time to get in on this one, or has the ship sailed?

We have seen European equities outperform their American peers in the year to date, both in local currency and in euro. Not even the increase of the US dollar relative to the euro of 8% made a difference to that. What is this pro-European optimism based on? After all, the US economy has seen a […]