Canada and the EU are aiming for closer cooperation, with a joint goal of becoming less dependent on the major economic blocs of the US and China. What role does US President Trump’s tariff policy play in this? And what decisions might be made at the EU-Canada summit at the end of October?
The pharmaceutical sector is counting on tomorrow’s blockbusters: Strong quarterly results, promising drug pipelines and a new wave of takeovers are creating a sense of optimism in the pharmaceutical and biotech sectors. We highlight the trends currently driving the sector.
The ATX continued its strong performance in 2026, reaching new highs. But what lies behind this rise, and how is the Austrian stock market currently valued? Fund manager Bernhard Haas puts the latest developments into context and explains which companies and sectors are currently in the spotlight.
Drought, low river levels, and scarce water reserves have long since ceased to affect only the natural world. They impact harvests, energy supplies, transportation routes, and corporate profits. Why water is increasingly becoming a financial metric—and what role managing this resource should play in investment decisions.
“ETF or fund?” sounds a bit like “espresso or coffee?” After all, every ETF is a fund – but by no means is every fund an ETF. What matters, therefore, is not so much the label as the role a product is intended to fulfill in your portfolio. Learn more about the differences and similarities.
The 2026 Nobel Prize in Economics has been awarded to Robert E. Hall and Michael Woodford. Their work on the microeconomic foundations of macroeconomic stabilization is more relevant than ever amid the AI investment boom and rising energy prices.
Interest rates are rising, the US midterms are approaching, and concentration risk is growing in the stock markets. Despite potential setbacks, however, the outlook for the fall stock market is positive. Read more in this discretionary portfolio management update from Gerald Stadlbauer.
Bonds are back: Higher yields are making fixed income an attractive component of investment portfolios once again. In his article, fund manager Karl Just explains the reasons behind this trend and why bonds have once again become a key component of investment strategies.
On the oil market, all eyes remain fixed on the war in Iran and the Strait of Hormuz. Iran’s peace talks with the US appear to have reached an impasse, and there is still no sign of an end to the war.
Geopolitical crises, tariffs, and uncertainty frequently dominated the headlines in the first half of the year – yet the stock markets proved surprisingly resilient. Find out why this isn’t a contradiction and what investors should keep an eye on in the second half of the year in today’s market commentary on the mid-year 2026 stock market review.
Reports are flooding in, the roadshow is underway – and on Thursday, 12 June 2026, Elon Musk’s space company SpaceX will be traded on the Nasdaq for the first time under the ticker $SPCX. A good moment to take a step back and take a sober look: What lies behind the valuation? Where are the opportunities – and where are the risks?
The European Central Bank’s monetary policy has a significant impact on the economy and financial markets. Key interest rates play a central role in this, as central banks use them primarily to steer interest rates at the short end of the yield curve. In this article, we explain the function of key interest rates, which rates are particularly relevant, and how they affect the economy and financial markets.
From financiers to trading to crypto: how GenZ invests today, which mistakes often cost money and what really matters when it comes to long-term wealth accumulation.
The world of investment has rarely been as diverse and at the same time as confusing as it is today. With so many investment opportunities, it is easy for private investors to lose track. But there are also simple and more attractive alternatives.
How can active ownership make a difference? In our new blog post, we summarize the key highlights of the 2025 Engagement & Voting Report – from voting on over 600 companies to governance and biodiversity engagements, and Erste AM’s first sovereign engagement.
Outdated infrastructure, climate change, and the boom in AI data centers make sustainable water management more necessary than ever. In this interview, fund manager Clemens Klein explains why investments in water management are also attractive to investors and what opportunities they present.
Despite political headwinds, the outlook for sustainable investing is positive. Renewable energies are continuing to gain ground, but this trend is not yet fully reflected on the capital market. Read more in the blog post by Walter Hatak, Head of Responsible Investments.
