Erste Asset Management Investment Blog

565 results for the topic "Markets"

ARTICLES IN THE TOPIC “Markets”

ERSTE GREEN INVEST – with a tailwind towards energy transition
ERSTE GREEN INVEST – with a tailwind towards energy transition
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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.

Hydrogen – a colour theory
Hydrogen – a colour theory
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Hydrogen – a colour theory

Hydrogen has great potential as a carbon-free fuel, electricity storage or energy carrier and could play an important role in the energy transition. But not all hydrogen is the same, as Senior ESG Researcher Alexander Osojnik explains. There are certain differences depending on how it is produced, which makes the topic of hydrogen almost a color theory.

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.

Reduction in the pace of key interest rate increases
Reduction in the pace of key interest rate increases
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Reduction in the pace of key interest rate increases

More and more central banks are signalling a reduction in the pace at which they are raising key interest rates. However, as Chief Economist Gerhard Winzer explains, this does not necessarily mean that central banks are softening their focus on fighting inflation. Rather, a pause in the rate hike cycle would require a change in inflation dynamics.