Despite tougher US tariff policy and political uncertainty, the emerging markets are proving surprisingly robust this year. What factors are behind this and what opportunities are there for investors? Find out more in today’s blog post!
The investment year is gradually approaching the home straight. And 2025 will be remembered in many ways: From the upheavals surrounding Liberation Day to the ongoing AI rally and the sharp rise in the price of gold. Gerald Stadlbauer, Head of Discretionary Portfolio Management, analyzes what the final quarter of 2025 could bring.
Clean tech stocks continued to catch up in the third quarter. Above all, the energy demand generated by AI remains a key driver for renewable energies and environmental technologies.
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.
Despite rising stock markets, investors are increasingly seeking stability and are finding it more and more often in new ‘safe havens’. Portfolio Manager Clemens Brugner explains why this is the case and which asset classes are meant by this.
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?
The hype surrounding artificial intelligence continues to shape the markets and ensure sustained momentum. Nvidia in particular is impressing with strong results. At the same time, there are positive signals from the political arena. You can read more about the current market situation in the latest update from Gerald Stadlbauer, Head of Asset Management.
The takeover battle for Warner Bros. Discovery is making headlines: Following Netflix’s planned acquisition of the media group, Paramount has responded with a surprise counteroffer. Who will prevail in the battle between the streaming and film companies, and what does the bidding war mean for investors? Find out more in today’s blog post.
Erste AM is launching a new private equity fund of funds, Erste Diversified Private Equity II. Thomas Bobek, Head of Private Markets, talks about the investment approach and the private markets segment in an interview.
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?
While economic growth in Austria remains weak, the domestic stock market index ATX has recently climbed significantly. What is behind this strong performance?
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.
Clean tech stocks continued to catch up in the third quarter. Above all, the energy demand generated by AI remains a key driver for renewable energies and environmental technologies.
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.
