The strong economic recovery and positive corporate results are fueling concerns about the emergence of inflation. But are these fears justified? Erste Asset Management equity expert Tamas Menyhart analyzes the situation on the stock exchanges and shows ways of guarding against inflation.
The majority of economic indicators point to a continuation of an economic recovery. This is indicated by data on industrial production, survey-based indicators and rising producer prices.
In one hit the Black Eyed Peas sang “I just can’t get enough”. Even governments and central banks seem to have fallen in love with economic stimulus packages. Update from the Investment Division.
Hardly anyone can escape the fascination of gold. But, what is the economic function of gold, and how does it perform socially and environmentally?
The recovery of the world economy has become more likely: First AM chief economist Gerhard Winzer gives an outlook on whether the trend reversal is done.
The outcome of the US Congressional election on Tuesday has caused some relief in the international financial markets. Read more about it in our blog.
The sentiment of the financial market participants has deteriorated in the past months, with the losses across numerous asset classes in the year to date seemingly the driving factor. Now we have to ask ourselves: are we at the outset of a new trend, or is this just a case of increased volatility? The general decline in prices has gone in conspicuous tandem with the increase in three important financial market ratios:
The announcement by the US President, Donald Trump, to levy import tariffs on steel (25%) and aluminium (10%) has made waves. Can the favourable economic environment be toppled an will we see a trade war between the US and the EU?
The BBVA Latin American Local Markets Conference in London gave Christian Gaier, senior fund manager of government bonds of emerging markets, the chance to talk to local Latin American representatives. In our blog he shares some of the insights he gained and the narratives that may affect 2018.
The current environment is very positive for the capital markets: strong growth, low inflation, supportive monetary policies, good earnings growth, and low volatilities, i.e. fluctuations. Also, the numerous risks have not had a significantly negative impact on prices. However, the phase of rising prices started as early as March 2009.