The topic of energy and electricity provides an excellent background to have a closer look at the issue of energy transition. The prevalent energy mix, which is still very much geared towards fossil fuels, is in the process of transition, as also pointed out by Erste AM’s research partners. The comeback of coal? The current […]
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Russian equities: attractive valuations and high dividend yield
After the strong stock market year 2019, the chances are good for further price gains on the Moscow stock exchange. The extremely low valuation of the shares and the high payout rates make Russian shares one of the most attractive stock market segments. Read more in the interview with ERSTE STOCK RUSSIA fund manager Alexandre Dimitrov.
Changes in mobility
Whereas in previous decades the development in the car industry had almost come to a halt, we have seen momentum picking up in recent years in the development of alternative forms of propulsion in this sector. E-car technology should prevail in the long run – our research partners agree on that. For other technologies such […]
Megatrend environment & clean energy: Leveraging the right kind of companies
Mobility, renewable energy, hydrogen – There are currently many megatrends to save the environment. How can we benefit ?
“In 2040, 60% of all new cars will be electric” – Interview with equity fund manager
Equity fund manager Clemens Klein is interviewed about promising new environmental technologies and explains what investing in renewable forms of energy can do to help the environment.
Responsible Investment Universe
The definition of the investment universe is the most important step in the construction of a fund.
The technology cycle is not over for a while
How does Bernhard Ruttenstorfer, senior fund manager of our technology fund, see the future of technology shares? Find out here.
Mega trend environmental technology
The global population will reach 10 billion people by 2100, with masses streaming into the cities. The environmental problems are becoming more challenging as we speak due to the exploitation of raw materials and the climate change, which has manifested itself via ever more frequent freak weather events. The call for the cautious handling of […]