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Erste Asset Management Investment Blog

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

Equities
Energy, security and electricity demand: why environmental technologies are entering a new phase
Photovoltaic Solar Energy Windmill New Energy
Energy, security and electricity demand: why environmental technologies are entering a new phase

Energy, security and electricity demand: why environmental technologies are entering a new phase

Since the beginning of the Iran conflict, the topics of energy independence and security of supply have been on everyone’s lips again. Renewable energies and environmental technologies can make a decisive contribution to this. This was also demonstrated at one of the most important industry meetings for renewable energies. Read more about this in the blog article by fund manager Alexander Weiss.

Equities
India remains solidly on track for growth, forming new partnerships and alliances
India remains solidly on track for growth, forming new partnerships and alliances

India remains solidly on track for growth, forming new partnerships and alliances

India’s economy is growing dynamically, with new trade agreements and investments expected to provide a further tailwind. The Indian market could also be increasingly worth a look for investors.

Beginners
Frau blickt in Ferne
Financial independence for women: a key skill in today’s world

Financial independence for women: a key skill in today’s world

On International Women’s Day, we are focusing on a key issue for the future: financial independence as the key to female self-determination. In times of economic uncertainty in particular, it becomes clear how crucial financial independence is – especially for women who want to shape their future independently of their partner or family structures.

Expert knowledge
Discover new opportunities with Private Credit
Düsseldorf, NRW, Deutschland, Business, Arbeit, w46
Discover new opportunities with Private Credit

Discover new opportunities with Private Credit

Alongside private equity and private infrastructure, private credit is one of the largest and most popular asset classes among investors in the private markets and is considered an alternative form of corporate financing.

Markets
Weekly Winzer: Outlier risk
US President Donald Trump meets with Lebanon’s Ambassador to the US, Nada Hamadeh Moawad, and Israel’s Ambassador to the US, Yechiel Leiter, at the White House in Washington, DC on April 23, 2026. US President Donald Trump met Lebanese and Israeli envoys at a new round of peace talks Thursday, with Beirut seeking a one-month extension of a shaky ceasefire set to expire. (Photo by Brendan SMIALOWSKI / AFP)
Weekly Winzer: Outlier risk

Weekly Winzer: Outlier risk

Although the extended ceasefire in the Iran conflict reduces short-term risks, the outlier risk for the economy and markets remains. Chief economist Gerhard Winzer explains in his weekly market commentary why potential energy shortages are becoming a key factor.

Markets
Gold price under pressure: Pause or trend reversal?
Gold price under pressure: Pause or trend reversal?

Gold price under pressure: Pause or trend reversal?

With the outbreak of war in Iran, the rally in the price of gold has also stalled. Despite the geopolitical risks, the precious metal has recently been weak. However, there are a number of factors that could drive the gold price back into higher spheres, as portfolio manager Gabor Minarik analyzes in his article.

Weekly Winzer

Weekly Winzer

A concise summary of what the markets are watching: the weekly market commentary by Chief Economist Gerhard Winzer 👉

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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.