Erste AM Buys Poland’s 2026 Bonds After Surprise S&P DowngradeLyubov Pronina
“Compared with peers Poland looks quite attractive,” says Anton Hauser, who helps oversee $2 billion of emerging-market fixed-income at Erste Asset Management in Vienna and on Tuesday bought bonds due in 2026. * Hauser says by e-mail he likes the spread over similarly rated Latvian, Lithuanian bonds * Fundamentals look OK and no expectation for “a deterioration on the political front” * Moves Erste to neutral on Polish euro-denominated debt, may go
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