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Erste Asset Management Investment Blog

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

Markets
Escalation in the Middle East: How we protect your portfolio – and what you should do now
Iran and United States flags together realtions textile cloth fabric texture
Escalation in the Middle East: How we protect your portfolio – and what you should do now

Escalation in the Middle East: How we protect your portfolio – and what you should do now

The conflict between the USA and Iran escalated over the weekend. A large-scale series of attacks were launched against military targets in Iran, including the killing of the country’s spiritual leader, Ayatollah Ali Khamenei. What do the attacks mean for the markets and how do we position ourselves in response?

Markets
London Calling – New momentum for the UK stock market?
London Calling – New momentum for the UK stock market?

London Calling – New momentum for the UK stock market?

The UK is starting 2026 with optimism: falling inflation, improved sentiment indicators, and hopes of imminent interest rate cuts are driving momentum in the economy – and on the stock market. In today’s blog post, we take a look at the UK economy and stock market.

Equities
Energy hunger and energy transition: what environmental technologies have to do with AI
(c) AdobeStock
Energy hunger and energy transition: what environmental technologies have to do with AI

Energy hunger and energy transition: what environmental technologies have to do with AI

With the rapidly growing power requirements of modern AI applications, renewable energies, high-performance grids, and flexible storage solutions are coming into focus. Read why the energy question is becoming a decisive factor in the digital future in our new blog post.

Equities
Cybersecurity: A protective shield in the digital age
(c) AdobeStock
Cybersecurity: A protective shield in the digital age

Cybersecurity: A protective shield in the digital age

Phishing, deepfakes, and targeted attacks on the internet are on the rise—and with them, the cybersecurity industry is growing rapidly. How well equipped are companies to deal with these increasing threats, and where do the opportunities and risks lie for investors? Find out in today’s blog post.

Markets
Weekly Winzer: Is the situation between the USA and Iran escalating?
(c) APA-Images / dpa Picture Alliance / Valerio Rosati
Weekly Winzer: Is the situation between the USA and Iran escalating?

Weekly Winzer: Is the situation between the USA and Iran escalating?

Tensions between the US and Iran have intensified again in the past week. Is there a threat of escalation and what impact will the conflict have on the financial markets?

Equities
After a strong IPO year, there could be even more this year
(c) AdobeStock
After a strong IPO year, there could be even more this year

After a strong IPO year, there could be even more this year

Following a comeback last year, the IPO market is experiencing a further upswing. According to experts, several factors point to a large number of IPOs this year. In today’s blog post, we take a look at which sectors and companies could take the plunge onto the trading floor in 2026.

Equities
Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”
Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”

Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”

Investors around the world are wondering whether the current developments surrounding artificial intelligence (AI) are only a hype on the stock markets or actually heralding a new era of value creation. What is really behind the boom? Bernhard Ruttenstorfer, fund manager of ERSTE STOCK TECHNO, assesses the situation.

Gold, raw materials
The markets in a gold rush – overheated rally or brilliant opportunity?
The markets in a gold rush – overheated rally or brilliant opportunity?

The markets in a gold rush – overheated rally or brilliant opportunity?

Gold on the rise: Will the rally continue and what opportunities are still available for investors? Read today’s blog post to find out what is behind the development of the gold price and why shares in the gold sector might also be worth a look.

Weekly Winzer

Weekly Winzer

A concise summary of what the markets are watching: the weekly market commentary by Chief Economist Gerhard Winzer 👉

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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
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.