Shares from the environmental sector have recently been less in the market’s favor. However, the expansion of renewable energies is continuing at a rapid pace and the AI boom could significantly boost demand for green electricity. Given the good growth prospects and the cheap valuation level, green stocks could currently be worth a look. Alexander Weiss, co-fund manager of the environmental equity funds ERSTE WWF STOCK ENVIRONEMNT and ERSTE GREEN INVEST, explains the background in an interview.
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International Monetary Fund/World Bank Group Spring Meetings 2024
At this year’s spring meeting of the International Monetary Fund and the World Bank, the focus was on the increasingly unlikely recession in the USA as well as the future monetary policy and the political situation. Fund manager Tolgahan Memİşoğlu reports on his impressions.
Socially sustainable investment – how does it work?
Investing sustainably in companies with a social impact – this is possible with the ERSTE FAIR INVEST equity fund. In this interview, fund manager Bernhard Selinger explains how he finds socially sustainable companies for the portfolio and why a sustainable strategy is also good for the company’s success.
Animal Spirits – Excessively positive sentiment on the markets?
The stock markets performed consistently well in the first quarter of the current year. From the USA to Europe and Japan, many indices reached new all-time highs. In view of this positive performance, can we already speak of exaggerated euphoria on the markets?
World Water Day: the (scarce) blue gold
Droughts and water shortages are also increasing in Europe – what can be done about them? When investing, it certainly makes sense to take a close look at the water risks of companies. If you want to go one step further, you can also specifically integrate the topic of water into your portfolio.
Swimming against the tide with alternative investments
Alternative investment strategies are not comparable with traditional asset classes such as equities or bonds – this is precisely their charm. But how do these strategies work and how can investors invest in them?
AI Boom Yields Strong Quarterly Gains for US Tech Giants
The topic of artificial intelligence continues to flourish on the stock market. The US chip company Nvidia recently attracted attention with another strong set of quarterly figures. How did the rest of the “Magnificent Seven” fare in the reporting season and what are the plans of the tech giants in the AI sector?
Money tip: Are biotechnology stocks at the outset of a new upswing?
Biotechnology stocks have been back in the spotlight since the beginning of the year. Successes in research and market approvals for new drugs could provide fresh impetus. Is the sector worth a look now?
Corporate bonds – Why emerging markets are worth a look
Fund manager Thomas Oposich explains in an interview what makes investments in emerging market bonds interesting and which sectors and companies he considers promising.
Stock market at all-time high: What are the reasons?
Several important stock indices have recently reached new record highs. What are the reasons for the positive sentiment, what could move the markets this year and what about the much-cited Magnificent 7?