After US President Donald Trump continued to demand that the US gain control over Greenland, he has now announced further tariffs against certain EU countries. How might the Greenland issue develop, and what are the possible consequences?
Erste Asset Management Investment Blog
Money, Funds, Stocks & more – The Investment Blog of Erste Asset Management

Energy hunger and energy transition: what environmental technologies have to do with AI
With the rapidly growing power requirements of modern AI applications, renewable energies, high-performance grids, and flexible storage solutions are coming into focus. Read why the energy question is becoming a decisive factor in the digital future in our new blog post.
Gold and silver prices continue record rally
While all eyes were on the conflict surrounding US President Donald Trump’s Greenland plans this week, the prices of gold and silver continued their record run unabated. The reasons for the rally are manifold and are unlikely to disappear any time soon. It doesn’t always have to be physical gold to participate in this trend. More on this in today’s blog post.
Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”
Investors around the world are wondering whether the current developments surrounding artificial intelligence (AI) are only a hype on the stock markets or actually heralding a new era of value creation. What is really behind the boom? Bernhard Ruttenstorfer, fund manager of ERSTE STOCK TECHNO, assesses the situation.
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.
Latest Posts

Economy, geopolitics and AI – that was the World Economic Forum in Davos
From geopolitics to AI, the range of topics at this year’s World Economic Forum in Davos was diverse. The conflict over the USA’s Greenland claims was the main focus of the summit. In today’s blog post, we look at what else was on the agenda at the meeting of leading politicians and economic experts.

A new “D” in the D world
With the “Donroe Doctrine”, a new term is shaping the first few weeks of the year. Despite the geopolitical events, the markets are proving robust, which is probably also due to positive economic data. Read more about this in the latest commentary by Chief Economist Gerhard Winzer.
Stock markets end turbulent year close to record highs
Trade conflicts, interest rate decisions, geopolitical tensions and the ongoing AI boom – 2025 had a lot in store for investors. Despite a turbulent year on the stock markets, the most important share indices close close to all-time highs. In today’s blog post, you can find out which sectors particularly shone in 2025 and which topics shaped the year as it drew to a close.
Markets and opinions

Fed rate cut – A Christmas present
As expected, the US Federal Reserve has lowered its key interest rate once again. This is a positive step for the markets. But how will the Fed continue with its interest rate policy in the new year?
Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”
Investors around the world are wondering whether the current developments surrounding artificial intelligence (AI) are only a hype on the stock markets or actually heralding a new era of value creation. What is really behind the boom? Bernhard Ruttenstorfer, fund manager of ERSTE STOCK TECHNO, assesses the situation.
The markets in a gold rush – overheated rally or brilliant opportunity?
Gold on the rise: Will the rally continue and what opportunities are still available for investors? Read today’s blog post to find out what is behind the development of the gold price and why shares in the gold sector might also be worth a look.
Weekly Winzer
A concise summary of what the markets are watching: the weekly market commentary by Chief Economist Gerhard Winzer 👉
Financial Know How
Back to the Basics: Understanding High Yield Bonds
What distinguishes high-yield bonds and how do they differ from other bonds? We explain this in today’s blog post. You will also learn which funds investors can use to invest specifically in companies in the high-yield segment.
What happens to equities when interest rates rise?
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?
5 tips for building capital with investment funds
For many investors, a fund savings plan is a useful way to build up capital over the long term. To make sure this works, our expert Johann Griener has 5 useful tips for getting over difficult market times.
Keeping up with the market trends
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Sustainability

COP30: What remains of the World Climate Conference?
The COP30 climate conference in Brazil did produce a new package of measures—but there was no major breakthrough. Read today’s blog post to find out why the phase-out of fossil fuels is still a long way off, what new initiatives have been launched, and how the results are being assessed.
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.
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.















