Erste Asset Management Investment Blog

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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

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.

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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

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

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 miracle forest and why we need to protect it

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

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?
Environmental equities – a good time to invest?

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.

ERSTE GREEN INVEST – with a tailwind towards energy transition
ERSTE GREEN INVEST – with a tailwind towards energy transition
(c) unsplash

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
Successful launch of private equity fund of funds in difficult market environment

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.