Global Strategy Q4 2018

Erste Group
Door oktober 5, 2018 04:02

Global Strategy Q4 2018

Global Strategy | All Assets | Global

The economic expansion still remains solid, but faces downside risks due to political uncertainties. The Fed is going to continue to implement gradual rate hikes, while the ECB will maintain its accommodative monetary policy stance. Bond yields should largely remain stable in Q4 and only rise moderately again in 2019. Continued strong fundamental data lend support to equity markets as well as IG hybrid and HY corporate bonds.

Erste Group
Door oktober 5, 2018 04:02

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Asset Allocation Consensus September

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The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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