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Erste Asset Management Investment Blog

Money, Funds, Stocks & more – The Investment Blog of Erste Asset Management

Markets
Between the gold rush and AI hype: what can we expect on the home stretch of 2025?
Between the gold rush and AI hype: what can we expect on the home stretch of 2025?

Between the gold rush and AI hype: what can we expect on the home stretch of 2025?

The investment year is gradually approaching the home straight. And 2025 will be remembered in many ways: From the upheavals surrounding Liberation Day to the ongoing AI rally and the sharp rise in the price of gold. Gerald Stadlbauer, Head of Discretionary Portfolio Management, analyzes what the final quarter of 2025 could bring.

Equities
Cybersecurity: A protective shield in the digital age
(c) AdobeStock
Cybersecurity: A protective shield in the digital age

Cybersecurity: A protective shield in the digital age

Phishing, deepfakes, and targeted attacks on the internet are on the rise—and with them, the cybersecurity industry is growing rapidly. How well equipped are companies to deal with these increasing threats, and where do the opportunities and risks lie for investors? Find out in today’s blog post.

Equities
Biotechnology remains an exciting stock market topic
Close-up of pipette interacting with pink liquid in a laboratory tray, showcasing advanced pharmaceutical research, bioengineering, drug testing innovation
Biotechnology remains an exciting stock market topic

Biotechnology remains an exciting stock market topic

Innovative medicines and geopolitical risks – the biotech sector remains in flux. Topics such as rare diseases, cancer and eye diseases are particularly in focus. In this interview, fund manager Harald Kober provides insights into current trends and challenges.

Gold, raw materials
Precious metal prices soaring: Silver at all-time high
Precious metal prices soaring: Silver at all-time high

Precious metal prices soaring: Silver at all-time high

Not only has the price of gold risen sharply so far this year, but other precious metals and commodities are also continuing to increase in price. One reason for this is high demand from industry, especially for the production of electronic components.

Markets
Weekly Winzer: Interest rate cuts, government shutdown, and the gold rally
Download von www.picturedesk.com am 08.10.2025 (15:43). Signage indicates the closure of the National Gallery of Art during the fifth day of a partial government shutdown in Washington, D.C., U.S., October 5, 2025. REUTERS/Aaron Schwartz – 20251005_PD14387 – Rechteinfo: Rights Managed (RM) Nur für redaktionelle Nutzung! Werbliche Nutzung erfordert Freigabe: bitte schicken Sie uns eine Anfrage.
Weekly Winzer: Interest rate cuts, government shutdown, and the gold rally

Weekly Winzer: Interest rate cuts, government shutdown, and the gold rally

While the price of gold exceeded the $4,000 mark for the first time, the government shutdown in the US also dominated the headlines recently. In today’s interview, Gerhard Winzer answers questions about the impact this is having on the stock markets and what else is happening on the markets.

Markets
Automotive market: Europe’s industry giants are feeling more optimistic again
Automotive market: Europe’s industry giants are feeling more optimistic again

Automotive market: Europe’s industry giants are feeling more optimistic again

Chinese car manufacturers are pushing into Europe – and putting pressure on the domestic industry. Nevertheless, the latter was once again optimistic about the future at this year’s IAA Mobility motor show in Munich. Read more about this in today’s blog post.

Markets
Between the gold rush and AI hype: what can we expect on the home stretch of 2025?
Between the gold rush and AI hype: what can we expect on the home stretch of 2025?

Between the gold rush and AI hype: what can we expect on the home stretch of 2025?

The investment year is gradually approaching the home straight. And 2025 will be remembered in many ways: From the upheavals surrounding Liberation Day to the ongoing AI rally and the sharp rise in the price of gold. Gerald Stadlbauer, Head of Discretionary Portfolio Management, analyzes what the final quarter of 2025 could bring.

US tariffs cause turbulence

US tariffs cause turbulence

You can find the latest information and insights on US tariffs and reactions on the stock market here 👉

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Sustainability
US climate policy: clear conditions for renewable energies
US climate policy: clear conditions for renewable energies

US climate policy: clear conditions for renewable energies

After a long period of uncertainty, there is now clarity for the renewable energy sector in the USA. The legal framework for the coming years is far better than expected. This brings new opportunities for environmental stocks, as the initial market reactions have shown.

Sustainability
World Environment Day: creating a positive impact with active ownership
World Environment Day: creating a positive impact with active ownership

World Environment Day: creating a positive impact with active ownership

Today’s World Environment Day focuses on environmental and climate protection under the slogan “Our Power, Our Planet.” Find out how we, as an active investor, are driving sustainable change in companies in today’s blog post.

Sustainability
Biodiversity: Engagement for our nature
Biodiversity: Engagement for our nature

Biodiversity: Engagement for our nature

Around 8.7 million different species live on Earth – and they all provide important “ecosystem services”. This is precisely why the protection of biodiversity is essential. In the area of engagement, this year we are focusing on the chemical and pharmaceutical industry and are making contact with one of the world’s largest corporations in this sector.