24
09, 2019
12
09, 2019
Active vs passive investing? The best of both worlds
Investors can choose “active” or “passive” investing, when considering buying exposure into equity shares and bonds. Market commentators are presently […]
22
08, 2019
EnCor Navigator: Allocation of assets in Q3 2019
The first in a series of regular updates of the signals for asset classes from our own EnCor Wealth Management […]
31
05, 2019
Czech dividend season – a rich harvest?
Spring is the season for dividends in the Czech equity market. The major companies listed on the Prague Stock Exchange […]
18
04, 2019
Power cut in Europe’s powerhouse?
Who is the “sick man” of Europe in 2019’s economic growth rankings?
The lowest estimate for GDP growth, according […]
11
04, 2019
Should inflation be a worry for the Czech National Bank?
March consumer price inflation print of 3.0% y/y is the highest since 2012.
The Czech National Bank halted its […]
1
11, 2018
The CNB hikes rates by 0.25% – our viewpoint
The Czech National Bank continued to react to persistently firm inflation readings by hiking interest rates today for […]
23
10, 2018
The elephant in the room – global debt
Global debt looks set to weigh heavily on financial markets and economies in the short and medium term. […]
13
08, 2018
Storm waves from Turkey – implications for Koruna assets
Turkey, a large and important Emerging Market from both the investment market and economic perspective, is engulfed in […]
31
05, 2018
Wage growth stands out – implications for Czech assets
What are the implications of the currently strong real wage growth for the Czech economy and Czech asset prices?
The stand-out […]