Erste Asset Management

Erste Asset Management
Nationalist forces strengthened in the EU: what could be the consequences?
Nationalist forces strengthened in the EU: what could be the consequences?
(c) LUDOVIC MARIN / AFP / picturedesk.com

Nationalist forces strengthened in the EU: what could be the consequences?

In the EU parliamentary elections, right-wing parties made significant gains in some major countries. In France, early elections are now on the cards following President Macron’s defeat. What possible effects could a shift to the right have in the EU?

Cleantech stocks: low valuations as opportunity?
Cleantech stocks: low valuations as opportunity?

Cleantech stocks: low valuations as opportunity?

Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.

Europe’s Economy Faces Major Challenges After Parliament Elections
Europe’s Economy Faces Major Challenges After Parliament Elections
(c) Unsplash / Jonas Horsch

Europe’s Economy Faces Major Challenges After Parliament Elections

The European People’s Party (EPP) remained the strongest group in the EU Parliament in last Sunday’s EU elections. Right-wing populist parties made significant gains in many of the 27 EU member states. What impact will the election result have?

ECB interest rate policy: First rate cut, and then?
ECB interest rate policy: First rate cut, and then?
(c) Arne Dedert / dpa / picturedesk.com

ECB interest rate policy: First rate cut, and then?

The European Central Bank is likely to cut its key interest rate tomorrow for the first time since the interest rate turnaround in 2022. But what comes next? Will the first cut herald a series of interest rate cuts or will the monetary guardians remain cautious? Chief economist Gerhard Winzer takes a look at the ECB’s possible future interest rate policy.

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Cleantech stocks: low valuations as opportunity?
Cleantech stocks: low valuations as opportunity?

Cleantech stocks: low valuations as opportunity?

Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.

Europe’s Economy Faces Major Challenges After Parliament Elections
Europe’s Economy Faces Major Challenges After Parliament Elections
(c) Unsplash / Jonas Horsch

Europe’s Economy Faces Major Challenges After Parliament Elections

The European People’s Party (EPP) remained the strongest group in the EU Parliament in last Sunday’s EU elections. Right-wing populist parties made significant gains in many of the 27 EU member states. What impact will the election result have?

ECB interest rate policy: First rate cut, and then?
ECB interest rate policy: First rate cut, and then?
(c) Arne Dedert / dpa / picturedesk.com

ECB interest rate policy: First rate cut, and then?

The European Central Bank is likely to cut its key interest rate tomorrow for the first time since the interest rate turnaround in 2022. But what comes next? Will the first cut herald a series of interest rate cuts or will the monetary guardians remain cautious? Chief economist Gerhard Winzer takes a look at the ECB’s possible future interest rate policy.

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