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Artikel zu Schlagwort: Trump
Gast-AutorIn / Guest Author am 05th September 2017

US debt ceiling keeping the financial markets on their toes

(c) iStock

Author: Felix Dornaus, Senior Fundmanager

The Trump administration should be keeping the financial markets on their toes in the coming weeks. Yet again, the issue is the government debt which will soon reach its statutory maximum.

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Gerhard Winzer am 06th June 2017

The global economy based on the Goldilocks principle

(c) iStock

The global economy is growing moderately, inflation is low, and the monetary policy is loose. This environment supports many asset classes from bonds to equities. The political uncertainty has been absorbed rather well so far too. Will this situation last?

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Paul Severin am 02nd June 2017

Trump’s withdrawal from the Paris climate accord

(c) iStock

We have talked to the ESG analyst team of Erste AM about Trump’s withdrawal from the Paris climate accord in a roundtable discussion: Dominik Benedikt, Alexander Osojnik, Stefanie Schock, and Walter Hatak.

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Gast-AutorIn / Guest Author am 11th May 2017

My impressions from IMF meeting in Washington: Emerging markets “alive and kicking”

Jose Luis Magana / AP /
Felix Dornaus, Senior Fund Manager Emerging Markets Bonds

Author: Felix Dornaus
Senior Fund Manager


The spring meeting of the International Monetary Fund was held in Washington from 20th to 23rd April. This event was the reason for an investor conference that I attended in order to get an idea of the status quo of the global economy as well as of risks and opportunities.

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Gast-AutorIn / Guest Author am 31st January 2017

High yields and a potential turnaround make LATAM bonds an interesting investment

(c) Fotolia

Christian Gaier, Head of Fixed Income Rates, Sovereigns & FX, Erste AM

I would like to share my impressions from my latest investor conference in London that I attended on 16th January 2017. The conference was organized by Banco Bilbao Vizcaya Argentaria (BBVA), a leading global financial group with a strong franchise in 35 countries and a leading position in the Spanish market and in Mexico. For us, a perfect partner when it comes to research on countries and companies in Latin America (LATAM).
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Gerhard Winzer am 25th November 2016



The market participants are still focused on the implications of Donald Trump’s victory at the US presidential elections. In simple terms, “Trumponomics” are a combination of expansive fiscal policies and restrictive trade policy. An increased budget deficit is supposed to support economic growth, while the curbing of free trade aims at job protection.

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Peter Szopo am 17th November 2016

Markets assume President Trump will deliver

© iStock

The outcome of the US election last week, together with the Brexit-vote in June, was the second major political event this year that shook financial markets. In both cases the outcome was different to what pollsters, the media and investors anticipated. Unsurprisingly, markets – across asset-classes and geographies – reacted strongly and in some cases completely different to what was expected before the event. Donald Trump’s win is seen as game-changer, reflecting the next president’s pronounced views on free-trade and immigration, his geo-political positions and his domestic economic agenda including a massive fiscal boost to upgrade the country’s infrastructure, tax cuts and deregulation.

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Gerhard Winzer am 10th November 2016

The impact of Donald Trump’s election victory


After a long campaign, the results of the US presidential election are in: Donald Trump will be the next President of the United States. In addition, the Republican Party has retained its majority in Congress. What are the repercussions for the global economy and the financial markets?

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