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Erste Asset Management Investment Blog

Money, Funds, Stocks & more – The Investment Blog of Erste Asset Management

Markets
Trump, TACO and tariffs: what can investors expect in the second half of the year?
(c) AdobeStock
Trump, TACO and tariffs: what can investors expect in the second half of the year?

Trump, TACO and tariffs: what can investors expect in the second half of the year?

Geopolitical tensions, a US president unsettling the markets and the surprising outperformance of European markets: the first half of 2025 had a lot in store for investors. What does the future hold? Gerold Permoser, Chief Investment Officer at Erste Asset Management, draws some initial conclusions and provides an outlook for the second half of the year.

Sustainability
Social impact investing: let’s put people back into the limelight!
Social impact investing: let’s put people back into the limelight!

Social impact investing: let’s put people back into the limelight!

Social impact investing combines the goal of financial returns with a positive social and environmental impact. But how exactly does this work and is it even possible to achieve returns and a positive social impact at the same time?

Sustainability
World Environment Day: creating a positive impact with active ownership
World Environment Day: creating a positive impact with active ownership

World Environment Day: creating a positive impact with active ownership

Today’s World Environment Day focuses on environmental and climate protection under the slogan “Our Power, Our Planet.” Find out how we, as an active investor, are driving sustainable change in companies in today’s blog post.

Markets
Between uncertainty and stability – a half-year full of contrasts
Between uncertainty and stability – a half-year full of contrasts

Between uncertainty and stability – a half-year full of contrasts

The stock market has been dominated by geopolitical tensions and trade disputes so far this year. Despite this, the markets have proven surprisingly resilient. However, the environment remains challenging, which is why a balanced and broadly diversified portfolio is crucial right now. Read more in the latest market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.

Markets
Automotive Industry facing challenging climate focuses on EVs and Autonomous Driving
(c) AFP / picturedesk.com
Automotive Industry facing challenging climate focuses on EVs and Autonomous Driving

Automotive Industry facing challenging climate focuses on EVs and Autonomous Driving

The US import tariffs have made the environment more difficult for the global automotive industry. Local competition in the important Chinese market is also causing concern for many manufacturers. In the future, many automotive companies want to focus more strongly on autonomous driving in addition to e-mobility. There is still some catching up to do in this area, especially in Europe.

Markets
Trump, TACO and tariffs: what can investors expect in the second half of the year?
(c) AdobeStock
Trump, TACO and tariffs: what can investors expect in the second half of the year?

Trump, TACO and tariffs: what can investors expect in the second half of the year?

Geopolitical tensions, a US president unsettling the markets and the surprising outperformance of European markets: the first half of 2025 had a lot in store for investors. What does the future hold? Gerold Permoser, Chief Investment Officer at Erste Asset Management, draws some initial conclusions and provides an outlook for the second half of the year.

US tariffs cause turbulence

US tariffs cause turbulence

You can find the latest information and insights on US tariffs and reactions on the stock market here 👉

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Sustainability
World Environment Day: creating a positive impact with active ownership
World Environment Day: creating a positive impact with active ownership

World Environment Day: creating a positive impact with active ownership

Today’s World Environment Day focuses on environmental and climate protection under the slogan “Our Power, Our Planet.” Find out how we, as an active investor, are driving sustainable change in companies in today’s blog post.

Sustainability
Mobility of the future: is the solution electric?
Mobility of the future: is the solution electric?

Mobility of the future: is the solution electric?

The European automotive industry is undergoing a transformation on the one hand, and is in crisis on the other. Both consumers and carmakers in Europe seem to be struggling with the question of the future of mobility. We therefore take a fact-based look at the direction in which the (car) journey could go.

Sustainability
Biodiversity: Engagement for our nature
Biodiversity: Engagement for our nature

Biodiversity: Engagement for our nature

Around 8.7 million different species live on Earth – and they all provide important “ecosystem services”. This is precisely why the protection of biodiversity is essential. In the area of engagement, this year we are focusing on the chemical and pharmaceutical industry and are making contact with one of the world’s largest corporations in this sector.