Key messages:

  • Commodity markets end 2020 in extremely good shape
  • Chinese internet conglomerates rose to be tough competition to state-owned financial service industry
  • Defensive positioning and good selection of companies successfully brought us through the pandemic
  • Due to partially high valuations and unsustainable sovereign debt, we continue a prudent bond selection

Handbook for Responsible Investing

Learn more about sustainable products and innovations of Erste Management

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