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.
Geopolitical tensions, monetary policy decisions, and the AI investment boom shaped the first six months of the year. Here’s an overview of the key developments. from Gerald Stadlbauer, Head of Discretionary Portfolio Management.
The recent heat wave had Austria firmly in its grip, setting new temperature records. Such extreme temperatures have long been a factor in the economy: They hamper productivity and energy supply – but they also draw attention to companies working on solutions in the fields of energy and cooling. Read more about this in today’s blog post.
Outdated infrastructure, climate change, and the boom in AI data centers make sustainable water management more necessary than ever.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.
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.
Geopolitical tensions, monetary policy decisions, and the AI investment boom shaped the first six months of the year. Here’s an overview of the key developments. from Gerald Stadlbauer, Head of Discretionary Portfolio Management.
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.
New tensions between the US and Iran are unsettling the markets. Nevertheless, the global growth environment remains robust. Read more in the weekly market commentary by Chief Economist Gerhard Winzer.
New tensions between the US and Iran are unsettling the markets. Nevertheless, the global growth environment remains robust. Read more in the weekly market commentary by Chief Economist Gerhard Winzer.
As World Cup host, the US is in the spotlight. While economic growth and the job market remain robust, inflation and high energy prices are weighing on consumer sentiment. Learn more about the latest economic data for the World Cup host countries in our new blog post.
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?
What distinguishes high-yield bonds and how do they differ from other bonds? We explain this in today’s blog post. You will also learn which funds investors can use to invest specifically in companies in the high-yield segment.
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?
For many investors, a fund savings plan is a useful way to build up capital over the long term. To make sure this works, our expert Johann Griener has 5 useful tips for getting over difficult market times.
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.
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.
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.
