Author's Contributions
Trump, TACO and tariffs: what can investors expect in the second half of the year?
Geopolitical tensions, a US president unsettling the markets and the surprising outperformance of European markets: the first half of 2025 had a lot in store for investors. What does the future hold? Gerold Permoser, Chief Investment Officer at Erste Asset Management, draws some initial conclusions and provides an outlook for the second half of the year.
Water – the precious commodity as an economic factor and investment topic
Water is not only a vital resource. The raw material also plays a decisive role in the manufacture of many products. Increasing droughts and dry spells are therefore also posing new challenges for the economy. In today’s blog post, we therefore explain how companies are preparing for increasing water risks and what opportunities there are for investors to invest in innovative water management technologies.
Five years since Covid hit: a historic crash, and the lessons learned
This week marks the fifth anniversary of the low point of the coronavirus crash. In February and March 2020, global financial markets experienced one of the fastest downturns in history. The coronavirus crisis brought the economy to a virtual standstill and caused a massive decline in stock prices, unsettling many investors.
Our new blog post looks back at the events that led to this crash and analyses what lessons investors can learn from the Covid crash. Because as quickly as prices fell, they were also largely able to recover the losses.
What effects could DeepSeek have on the technology sector?
The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?
Market outlook 2025: what opportunities and challenges we can expect for next year
2025 brings significant political changes: First and foremost, a new (and at the same time old) US president, whose plans and intentions are not yet entirely clear. In Europe, meanwhile, we are facing economic challenges, but also opportunities due to possible interest rate cuts by the ECB. What can we expect from the coming year and how can investors position themselves? Read more about this in today’s blog post.
Translated with DeepL.com (free version)
Going public: These companies might be floated on the stock exchange in 2025
After almost 3,000 IPOs worldwide in 2021, the number of IPOs has fallen in the past three years. This could change again in 2025, when some companies, primarily from the tech industry, are likely to venture onto the trading floor next year. In today’s blog post, we explain what these companies are and what an IPO actually means for a company.
US elections: are the billions of investments in green technologies at risk?
Two years ago, the USA initiated its energy transition with the Inflation Reduction Act. This was followed by billions in subsidies and investments in renewable energies. What will happen to the Act if Donald Trump makes a comeback to the White House? Is the “Green Rush” in danger of coming to an end?
The miracle forest and why we need to protect it
The forest ecosystem is not only an important carbon store, but also a habitat for a variety of plants and creatures. In this interview, Robert Pröll, farmer, national park ranger, and speaker at this year’s sustainability conference, explains why we need to protect the “miracle of the forest” more than ever in the fight against the climate crisis.
Sustainability labels: How they can help with investment decisions
Investors are increasingly focusing on environmental, social and governance criteria when it comes to their investments. But how can investors even know which products and funds are truly sustainable? One way of separating the wheat from the chaff is to use sustainability labels.
Environmental equities – a good time to invest?
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy equities than on assets from other sectors. Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, explains in an interview why this is the case, why environmental shares remain very attractive, and why this could even be a good time to enter the market.
A sustainable story of success
In July, the ERSTE RESPONSIBLE STOCK GLOBAL fund will celebrate its 20th anniversary. During its history so far, the fund has achieved a highly successful performance while the world of sustainable investments has changed fundamentally.
“Environmental themes offer potential for long-term growth phase“
Forbes Magazine ranked Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, as one of the top ten fund managers of the German-speaking region. In our interview, he talks about the investment strategy and philosophy of the fund.
ERSTE GREEN INVEST – with a tailwind towards energy transition
With the energy transition and the necessary ecologisation of the economy, “green technologies” are likely to remain one of the megatrends of the coming years. The ERSTE GREEN INVEST impact fund invests in precisely those companies whose business models could benefit from this megatrend.
Successful launch of private equity fund of funds in difficult market environment
In June, Erste Asset Management announced the first closing of its private equity fund of funds, “Erste Diversified Private Equity I” at EUR 80mn. In an interview, Thomas Bobek, Head of Private Equity Management, is very satisfied with the successful start of the fund.
Sustainable and ethical line of Erste Asset Management funds awarded top marks
The sustainability and ethical fund family of Erste Asset Management received several awards from the Forum für Nachhaltige Geldanlagen e.V. (FNG) this year. All 16 funds submitted by Erste AM received the FNG seal, the quality standard for sustainable investment funds in German-speaking countries.
ERSTE FAIR INVEST – “S” moving to centre stage
About a year ago, the social impact fund ERSTE FAIR INVEST was launched. Reason enough to take a closer look at the fund, which focuses on the “S” in ESG. In addition, fund manager Bernhard Selinger explains in an interview what the term “fair” actually means.
Fund savings plan: Why it pays off to persevere
The bears have gained the upper hand on the stock markets. How investors and savers can overcome this phase and why perseverance could pay off right now.