Erste Asset Management Investment Blog

197 results for the topic "Equities"

ARTICLES IN THE TOPIC “Equities”

Is the AI Rally Nearing its End?
Is the AI Rally Nearing its End?
(c) pexels

Is the AI Rally Nearing its End?

Following this week’s interest rate cut by the US Federal Reserve, shares related to artificial intelligence (AI) applications are once again in the spotlight. Investors are hoping that AI will have a positive impact on the business figures of the key players. With the ERSTE STOCK TECHNO fund, you can invest in the most important companies in future technologies.

US tech stocks: Mixed feelings after earnings figures
US tech stocks: Mixed feelings after earnings figures

US tech stocks: Mixed feelings after earnings figures

The shares of the major US technology companies, which had performed very well for a long time, have also fallen recently. The latest half-year figures left the market with mixed feelings: although the figures were largely as expected, there were hardly any increases in profit expectations. Nevertheless, the outlook remains positive, which for fund manager Bernhard Ruttenstorfer has several reasons.

Cleantech stocks: low valuations as opportunity?
Cleantech stocks: low valuations as opportunity?

Cleantech stocks: low valuations as opportunity?

Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.

EVs: Industry plans to drive sales with price reductions, compact models, and new batteries
EVs: Industry plans to drive sales with price reductions, compact models, and new batteries

EVs: Industry plans to drive sales with price reductions, compact models, and new batteries

Even though the car industry continues to focus on e-cars, demand has recently stalled somewhat. In addition to the major car manufacturers, more and more tech companies are entering the market. Meanwhile, a new hope for the future is emerging in the field of battery technology.

Pharma industry continues to profit from booming weight loss drugs
Pharma industry continues to profit from booming weight loss drugs

Pharma industry continues to profit from booming weight loss drugs

The boom in weight loss products has long since spread to the stock markets. While the shares of pharmaceutical companies Novo Nordisk and Eli Lilly are benefiting from the high demand, other industry giants are also looking to follow. However, experts are also warning of possible side effects of the drugs, which were originally developed to treat diabetes.