What has the financial crisis shown us and what lessons have policy makers learned about “too big to fail”? The Deutsche Bank Commerzbank merger offers a lot of conversation points.
LATEST CONTRIBUTIONS
Global risks: ghost drivers
An old saying in the industry says: fund management is risk management. The risks that need to be managed have changed noticeably and have become global ecological risks.
Cognitive dissonance in climate policies
If an important actor dissolves his cognitive dissonance by not only repressing the problem, but simply denying it, then this also has global consequences. The most important global decision-makers currently regard ESG (Environmental, Social and Governance) risks, above all environmental risks, as the greatest risks. Read more about cognitive dissonance in our new ESG Letter about Global Risk.
2020 – the critical year
Not many people live to see the world at the threshold of a historically unique shift. But that is exactly where we are right now. Although we have known for many years that we are taking the planet to its limits, the scientific results have never been as clear as today. The drastic decline in […]
Water risks in investments
On the occasion of the World Water Day on 22 March, Erste Asset Management (Erste AM) published its second water footprint for its sustainable equity funds. “We set an important milestone by publishing water risks last year in order to induce companies to release their own water data. Data coverage has improved significantly since then […]
Climate Action 100+: global responses to global risks
100 companies together account for about two thirds of global greenhouse gas emissions. Can these companies be persuaded to rethink their environmental strategies? Read it about it here!
Know-How
What potential do biotechnology shares hold?
Biotechnology stocks are among the stocks with the highest growth potential. What can they do and why are they on everyone’s lips? Read on here!
Markets
Turkey after the local elections
The local elections in Turkey had been built up by President Erdogan to be a test of his policies. What do the results mean for Turkey’s economy?
Sustainability
Global risks: ghost drivers
An old saying in the industry says: fund management is risk management. The risks that need to be managed have changed noticeably and have become global ecological risks.
Equities
Turkey after the local elections
The local elections in Turkey had been built up by President Erdogan to be a test of his policies. What do the results mean for Turkey’s economy?
Bonds
Emerging markets corporate bond outlook 2019 + Video
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.