Erste Asset Management Investment Blog

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Strong first half of the year: What`s next for the stock markets?
Strong first half of the year: What`s next for the stock markets?
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Strong first half of the year: What`s next for the stock markets?

The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.

Investing in the bond market – the charm of short maturities
Investing in the bond market – the charm of short maturities
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Investing in the bond market – the charm of short maturities

When should one invest one’s capital in the bond market and which maturity would currently be favourable? These questions are not so easy to answer and depend, among other things, on the preferences of the respective investor. In our recent blog, expert Johann Griener gives an insight into the current market environment and clarifies the most important questions about bonds and maturity.

Benefit from the megatrend Artificial Intelligence with equities
Benefit from the megatrend Artificial Intelligence with equities
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Benefit from the megatrend Artificial Intelligence with equities

The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.