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Erste Asset Management Investment Blog

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

Markets
USA demands control over Greenland: What are the possible consequences?
USA demands control over Greenland: What are the possible consequences?

USA demands control over Greenland: What are the possible consequences?

After US President Donald Trump continued to demand that the US gain control over Greenland, he has now announced further tariffs against certain EU countries. How might the Greenland issue develop, and what are the possible consequences?

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.

Markets
Gold and silver prices continue record rally
Gold and silver prices continue record rally

Gold and silver prices continue record rally

While all eyes were on the conflict surrounding US President Donald Trump’s Greenland plans this week, the prices of gold and silver continued their record run unabated. The reasons for the rally are manifold and are unlikely to disappear any time soon. It doesn’t always have to be physical gold to participate in this trend. More on this in today’s blog post.

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.

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.

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.

Markets
Market update: “Business as usual”
gold bars bullions lying on 100 dollar bills. wealth
Market update: “Business as usual”

Market update: “Business as usual”

The new year has so far continued in the same vein: there has been a flood of news on the markets, while the stock markets remain robust, undeterred by the perceived high level of uncertainty. In recent weeks, events have been dominated by the appointment of the future US Federal Reserve chairman and price turbulence in gold and silver.

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.