Hardly any other month is as feared on the capital markets as September. While May at least garners proverbial attention thanks to the saying “Sell in May and go away,” September has earned a particularly bad reputation in the statistics: Depending on the index and the time period under consideration, it ranks among the historically weakest stock market months of the year.
What opportunities and risks are currently emerging for investors? Which regions and sectors could shape stock market performance in the second half of 2026? And how should portfolios be positioned amid geopolitical challenges, high volatility, and growth opportunities? We posed these questions to two asset management equity experts, who painted a fascinating picture of the current situation in global stock markets.
Drought, low river levels, and scarce water reserves have long since ceased to affect only the natural world. They impact harvests, energy supplies, transportation routes, and corporate profits. Why water is increasingly becoming a financial metric—and what role managing this resource should play in investment decisions.
When AI Meets the Real World: “Physical AI” combines artificial intelligence with robots, machines, and vehicles – and opens up new opportunities for industry, productivity, and long-term growth.
South Korea and Taiwan are among the most important hubs of the global semiconductor industry. Rising demand for chips, substantial infrastructure investments, and technological pioneers are creating new momentum—and opening up attractive opportunities for investors.
Hardly any other month is as feared on the capital markets as September. While May at least garners proverbial attention thanks to the saying “Sell in May and go away,” September has earned a particularly bad reputation in the statistics: Depending on the index and the time period under consideration, it ranks among the historically weakest stock market months of the year.
The Corporate Sustainability Reporting Directive (CSRD) is intended to fundamentally revolutionize European sustainability reporting and ensure maximum comparability. In practice, however, the reality is quite different: The volume of information is growing faster than its actual analytical value. Why is this the case?
On the oil market, all eyes remain fixed on the war in Iran and the Strait of Hormuz. Iran’s peace talks with the US appear to have reached an impasse, and there is still no sign of an end to the war.
On the oil market, all eyes remain fixed on the war in Iran and the Strait of Hormuz. Iran’s peace talks with the US appear to have reached an impasse, and there is still no sign of an end to the war.
Geopolitical crises, tariffs, and uncertainty frequently dominated the headlines in the first half of the year – yet the stock markets proved surprisingly resilient. Find out why this isn’t a contradiction and what investors should keep an eye on in the second half of the year in today’s market commentary on the mid-year 2026 stock market review.
Reports are flooding in, the roadshow is underway – and on Thursday, 12 June 2026, Elon Musk’s space company SpaceX will be traded on the Nasdaq for the first time under the ticker $SPCX. A good moment to take a step back and take a sober look: What lies behind the valuation? Where are the opportunities – and where are the risks?
The European Central Bank’s monetary policy has a significant impact on the economy and financial markets. Key interest rates play a central role in this, as central banks use them primarily to steer interest rates at the short end of the yield curve. In this article, we explain the function of key interest rates, which rates are particularly relevant, and how they affect the economy and financial markets.
From financiers to trading to crypto: how GenZ invests today, which mistakes often cost money and what really matters when it comes to long-term wealth accumulation.
The world of investment has rarely been as diverse and at the same time as confusing as it is today. With so many investment opportunities, it is easy for private investors to lose track. But there are also simple and more attractive alternatives.
How can active ownership make a difference? In our new blog post, we summarize the key highlights of the 2025 Engagement & Voting Report – from voting on over 600 companies to governance and biodiversity engagements, and Erste AM’s first sovereign engagement.
Outdated infrastructure, climate change, and the boom in AI data centers make sustainable water management more necessary than ever. In this interview, fund manager Clemens Klein explains why investments in water management are also attractive to investors and what opportunities they present.
Despite political headwinds, the outlook for sustainable investing is positive. Renewable energies are continuing to gain ground, but this trend is not yet fully reflected on the capital market. Read more in the blog post by Walter Hatak, Head of Responsible Investments.
