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Erste Asset Management Investment Blog

Money, Funds, Stocks & more – The Investment Blog of Erste Asset Management

Equities
Energy, security and electricity demand: why environmental technologies are entering a new phase
Photovoltaic Solar Energy Windmill New Energy
Energy, security and electricity demand: why environmental technologies are entering a new phase

Energy, security and electricity demand: why environmental technologies are entering a new phase

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.

Equities
India remains solidly on track for growth, forming new partnerships and alliances
India remains solidly on track for growth, forming new partnerships and alliances

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.

Beginners
Frau blickt in Ferne
Financial independence for women: a key skill in today’s world

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.

Markets
Discretionary Portfolio Management Update: Spring awakening
Hungary’s incoming Prime Minister Peter Magyar delivers a speech outside the Hungarian parliament after his swearing-in ceremony in Budapest on May 9, 2026. Lawmakers in Hungary on May 9, 2026 swore in pro-European conservative Peter Magyar as the country’s new prime minister, after elections last month that ended Viktor Orban’s 16 years in power. The parliament formally elected Magyar with 140 votes for, 54 against, and one abstention in the inaugural session of the new chamber resulting from the April polls. (Photo by Ferenc ISZA / AFP)
Discretionary Portfolio Management Update: Spring awakening

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.

Equities
From defence to cybersecurity: how security is turning into a structural investment topic
Digital lock, vibrant colors
From defence to cybersecurity: how security is turning into a structural investment topic

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.

Gold, raw materials
Gold price under pressure: Pause or trend reversal?
Gold price under pressure: Pause or trend reversal?

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

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.