Since the beginning of the Iran conflict, the topics of energy independence and security of supply have been on everyone’s lips again. Renewable energies and environmental technologies can make a decisive contribution to this. This was also demonstrated at one of the most important industry meetings for renewable energies. Read more about this in the blog article by fund manager Alexander Weiss.
Erste Asset Management Investment Blog
Money, Funds, Stocks & more – The Investment Blog of Erste Asset Management
India remains solidly on track for growth, forming new partnerships and alliances
India’s economy is growing dynamically, with new trade agreements and investments expected to provide a further tailwind. The Indian market could also be increasingly worth a look for investors.
Profits, losses, lessons: What you really have to know about trading
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.
Interview: How does the ERSTE STOCK WORLD fund invest?
How does the ERSTE STOCK WORLD equity fund invest? Fund manager Andreas Böger explains the fund’s strategy, quality-focused approach, and current positioning—and why he believes the fund is well-positioned for volatile market conditions.
Financial independence for women: a key skill in today’s world
On International Women’s Day, we are focusing on a key issue for the future: financial independence as the key to female self-determination. In times of economic uncertainty in particular, it becomes clear how crucial financial independence is – especially for women who want to shape their future independently of their partner or family structures.
Latest Posts

New Fed chief: What will change with Kevin Warsh at the helm?
The US Federal Reserve has a new chairman in Kevin Warsh. While his predecessor Jerome Powell can look back on an eventful term in office, the change of chairman raises one question in particular: how will the Fed monetary policy change under Kevin Warsh?

Discretionary Portfolio Management Update: Spring awakening
Despite geopolitical tensions and rising inflation, the capital markets are proving resilient. Good US corporate earnings are supporting this trend. In this Discretionary Portfolio Management update, Gerald Stadlbauer explains why a balanced, risk-conscious investment strategy remains important.

From defence to cybersecurity: how security is turning into a structural investment topic
Security is being redefined. Rising defense budgets, geopolitical tensions, and new digital threats from cyberattacks are making security a structural investment topic. Read our new blog post to learn what role cybersecurity plays in this and what it means for investors.
Markets and opinions

Weekly Winzer: Outlier risk
Although the extended ceasefire in the Iran conflict reduces short-term risks, the outlier risk for the economy and markets remains. Chief economist Gerhard Winzer explains in his weekly market commentary why potential energy shortages are becoming a key factor.
Erste Insights Update: Middle East Conflict and Its Impact on Markets
The Middle East conflict remains a key issue for global capital markets. Erste Group’s Group Chief Investment Office has analyzed the market implications in two scenarios. Read now!
Gold price under pressure: Pause or trend reversal?
With the outbreak of war in Iran, the rally in the price of gold has also stalled. Despite the geopolitical risks, the precious metal has recently been weak. However, there are a number of factors that could drive the gold price back into higher spheres, as portfolio manager Gabor Minarik analyzes in his article.
Weekly Winzer
A concise summary of what the markets are watching: the weekly market commentary by Chief Economist Gerhard Winzer 👉
Financial Know How
Back to the Basics: Understanding High Yield Bonds
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.
What happens to equities when interest rates rise?
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?
5 tips for building capital with investment funds
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.
Keeping up with the market trends
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Sustainability

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.
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.
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.
















