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.
The U.S. Federal Reserve is signaling a possible rate cut in September. What’s behind Powell’s message—and what does it mean for markets and investors?
The semiconductor industry is expected to continue growing strongly in 2025, despite uncertainties surrounding US President Donald Trump’s trade policy, thanks to the AI boom. The World Semiconductor Trade Statistics organisation (WSTS) recently raised its growth forecasts for this year slightly.
Fund manager Thomas Oposich reports on his trip to South Korea. There he was able to gain some insights into the innovative strength of the South Korean economy.
The stock market year to date has been volatile. Tariffs, geopolitical uncertainties and the new US tax law have dominated the headlines. The latter turned out better than expected for the environmental technology sector. Many companies have recently taken a more positive view of the future and the sector could also be worth a look from a valuation perspective.
China’s stock markets are making a strong comeback after years of weakness – driven by growing confidence among domestic investors and targeted measures by the government in Beijing. Will the rally continue?
US Federal Reserve Chairman Jerome Powell signalled a possible interest rate cut in September in Jackson Hole. The markets reacted immediately with price gains – but there is more to his words than pure monetary policy. The Fed is caught between inflation risks, a weaker labour market and growing political pressure.
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.
Despite the risks posed by the threat of US tariffs, the stock markets have performed positively since April. There are several reasons for this. Nevertheless, the current environment favors a more neutral stance in the portfolio.
Geopolitical tensions, a US president unsettling the markets and the surprising outperformance of European markets: the first half of 2025 had a lot in store for investors. What does the future hold? Gerold Permoser, Chief Investment Officer at Erste Asset Management, draws some initial conclusions and provides an outlook for the second half of the year.
The stock market has been dominated by geopolitical tensions and trade disputes so far this year. Despite this, the markets have proven surprisingly resilient. However, the environment remains challenging, which is why a balanced and broadly diversified portfolio is crucial right now. Read more in the latest market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.
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.
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?
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.
The stock market year to date has been volatile. Tariffs, geopolitical uncertainties and the new US tax law have dominated the headlines. The latter turned out better than expected for the environmental technology sector. Many companies have recently taken a more positive view of the future and the sector could also be worth a look from a valuation perspective.
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.
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.
