Erste Asset Management Investment Blog

Philipp Marchhart

Communications Specialist, Erste Asset Management

THIS AUTHOR'S POSTS

Five years since Covid hit: a historic crash, and the lessons learned
Five years since Covid hit: a historic crash, and the lessons learned
 (c) AdobeStock

Five years since Covid hit: a historic crash, and the lessons learned

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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.

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What effects could DeepSeek have on the technology sector?
What effects could DeepSeek have on the technology sector?

What effects could DeepSeek have on the technology sector?

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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?

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Market outlook 2025: what opportunities and challenges we can expect for next year
Market outlook 2025: what opportunities and challenges we can expect for next year

Market outlook 2025: what opportunities and challenges we can expect for next year

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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)

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Going public: These companies might be floated on the stock exchange in 2025
Going public: These companies might be floated on the stock exchange in 2025

Going public: These companies might be floated on the stock exchange in 2025

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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.

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US elections: are the billions of investments in green technologies at risk?
US elections: are the billions of investments in green technologies at risk?

US elections: are the billions of investments in green technologies at risk?

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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?

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The miracle forest and why we need to protect it
The miracle forest and why we need to protect it

The miracle forest and why we need to protect it

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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.

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Sustainability labels: How they can help with investment decisions
Sustainability labels: How they can help with investment decisions
 (c) pexels

Sustainability labels: How they can help with investment decisions

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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.

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Environmental equities – a good time to invest?
Environmental equities – a good time to invest?

Environmental equities – a good time to invest?

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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.

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