Erste Asset Management Investment Blog

200 results for the topic "Equities"

ARTICLES IN THE TOPIC “Equities”

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.

AI Boom Yields Strong Quarterly Gains for US Tech Giants
AI Boom Yields Strong Quarterly Gains for US Tech Giants

AI Boom Yields Strong Quarterly Gains for US Tech Giants

The topic of artificial intelligence continues to flourish on the stock market. The US chip company Nvidia recently attracted attention with another strong set of quarterly figures. How did the rest of the “Magnificent Seven” fare in the reporting season and what are the plans of the tech giants in the AI sector?

Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023
(c) Arne Dedert / dpa / picturedesk.com

Stock markets review: Hopes for interest rate cuts fuelled significant gains in 2023

The international stock markets closed out 2023 with significant gains. Hopes of abating inflationary pressure and declining interest rates were the main market drivers in Q4, resulting in a strong year for stock exchanges.

Norway: Visiting sustainable portfolio companies
Norway: Visiting sustainable portfolio companies
(c) unsplash

Norway: Visiting sustainable portfolio companies

Norway has the largest oil reserves in Europe. Nevertheless, the Scandinavian country is considered a pioneer in the use of renewable energies. There are also many companies in the industrial sector that are working on sustainable value creation. Fund manager Markus Gruber visited some sustainable companies from the portfolios of the impact funds ERSTE WWF STOCK ENVIRONMENT and ERSTE GREEN INVEST.