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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.

Sustainability
Sustainable investing 2026: From orange back to green?
Orange tributary of the Kugororuk River in Alaska, USA. This has been identified as a growing phenomenon in the Brooks Range of northern Alaska. The orange colour of these streams is caused by oxidised iron, but it may also indicate elevated concentrations of heavy metals. Scientists are working to document these occurrences and understand when they begin by analysing the chemistry of the orange streams and assessing their spatial and temporal distribution. This research aims to evaluate the impacts on water quality and ecosystems downstream. A recent study suggests that the discolouration is likely caused by the thawing of permafrost, which is exposing previously frozen minerals that are now leaching into the waterway.
Sustainable investing 2026: From orange back to green?

Sustainable investing 2026: From orange back to green?

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.

Markets
Economy, geopolitics and AI – that was the World Economic Forum in Davos
The logo of the World Economic Forum is seen on a building before the annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, on Sunday January 19, 2025. The World Economic Forum annual meeting brings together entrepreneurs, scientists, corporate and political leaders in Davos and takes place from January 20 to 24 in Davos. (KEYSTONE/Michael Buholzer)
Economy, geopolitics and AI – that was the World Economic Forum in Davos

Economy, geopolitics and AI – that was the World Economic Forum in Davos

From geopolitics to AI, the range of topics at this year’s World Economic Forum in Davos was diverse. The conflict over the USA’s Greenland claims was the main focus of the summit. In today’s blog post, we look at what else was on the agenda at the meeting of leading politicians and economic experts.

Markets
A new “D” in the D world
US President Donald Trump, alongside Secretary of State Marco Rubio (L) and US Secretary of Defense Pete Hegseth (R), speaks to the press following US military actions in Venezuela, at his Mar-a-Lago residence in Palm Beach, Florida, on January 3, 2025. President Trump said Saturday that US forces had captured Venezuelan leader Nicolas Maduro after launching a “large scale strike” on the South American country. (Photo by Jim WATSON / AFP)
A new “D” in the D world

A new “D” in the D world

With the “Donroe Doctrine”, a new term is shaping the first few weeks of the year. Despite the geopolitical events, the markets are proving robust, which is probably also due to positive economic data. Read more about this in the latest commentary by Chief Economist Gerhard Winzer.

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.