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Erste Asset Management Investment Blog

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

Markets
SpaceX goes public: What lies behind the biggest IPO in history
SpaceX goes public: What lies behind the biggest IPO in history

SpaceX goes public: What lies behind the biggest IPO in history

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?

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.

Markets
Brazil on the eve of the elections: between industrial strength and political exhaustion
Brazil on the eve of the elections: between industrial strength and political exhaustion

Brazil on the eve of the elections: between industrial strength and political exhaustion

Brazil is caught between industrial strength and political disillusionment: while companies are setting technological standards and the economy is growing solidly, polarization and election fatigue are shaping the mood ahead of the landmark presidential elections in October. A report by fund manager Thomas Oposich.

Markets
Weekly Winzer: increasing inflationary pressure
Symbolbild zum Thema Finanzpolitik, Steuerpolitik, Vermögen usw. in den USA
Weekly Winzer: increasing inflationary pressure

Weekly Winzer: increasing inflationary pressure

The latest data suggests that US inflation is likely to remain at a higher level for longer than expected. This has recently put the bond markets under pressure and shows that the first challenges await the new head of the Federal Reserve, Kevin Warsh.

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.