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Erste Asset Management Investment Blog

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

Equities
Semiconductor Industry: Between AI Boom and US Tariffs
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Semiconductor Industry: Between AI Boom and US Tariffs

Semiconductor Industry: Between AI Boom and US Tariffs

The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies – but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.

Equities
Environmental stocks: How is the sector faring in the current volatile environment?
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Environmental stocks: How is the sector faring in the current volatile environment?

Environmental stocks: How is the sector faring in the current volatile environment?

The first quarter had a few surprises in store for the markets. The US tariff announcements shook the markets to the core and caused a volatile stock market environment. The environmental technology sector was not spared either. What is the outlook for the sector? We asked fund managers Clemens Klein and Alexander Weiß in a double interview.

Markets
Five years since Covid hit: a historic crash, and the lessons learned
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Five years since Covid hit: a historic crash, and the lessons learned

Five years since Covid hit: a historic crash, and the lessons learned

This week marks the fifth anniversary of the low point of the coronavirus crash. In February and March 2020, global financial markets experienced one of the fastest downturns in history. The coronavirus crisis brought the economy to a virtual standstill and caused a massive decline in stock prices, unsettling many investors.

Our new blog post looks back at the events that led to this crash and analyses what lessons investors can learn from the Covid crash. Because as quickly as prices fell, they were also largely able to recover the losses.

Markets
Get Flexible – YOU INVEST funds are starting up again
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Get Flexible – YOU INVEST funds are starting up again

Get Flexible – YOU INVEST funds are starting up again

From March, the YOU INVEST funds will be gradually reorganized. With the renaming to YOU INVEST FLEXIBLE, the funds will not only have a new name but also a more flexible investment strategy and new opportunities through additional diversified sub-funds in which the funds of the YOU INVEST family can invest from the realignment onwards. You can find all the information on the changeover in today’s blog post 👉

Markets
Trade conflict between the USA and China eases
Download von www.picturedesk.com am 13.05.2025 (10:59). National flags of China and the United States waving in the wind on a clear day. International relationship. 3d illustration render. Selective focus. – 20250203_PD16325 – Rechteinfo: Rights Managed (RM)
Trade conflict between the USA and China eases

Trade conflict between the USA and China eases

The US and China have agreed to suspend high tariffs for 90 days. While the markets are reacting with relief, some uncertainties remain.

Sustainability
Why Biodiversity matters for sustainable investing: Insights from the PRI Nature Forum
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Why Biodiversity matters for sustainable investing: Insights from the PRI Nature Forum

Why Biodiversity matters for sustainable investing: Insights from the PRI Nature Forum

The topic of biodiversity is rapidly becoming more and more recognized as a material issue among sustainable investors. Here are some insights on what . Research analyst Irina Gagloeva writes in todays blog post about what the sustainable investment industry is focusing on when it comes to biodiversity.

Markets
The first 100 days
Download von www.picturedesk.com am 30.04.2025 (11:30). US President Donald Trump arrives to deliver a speech marking his 100th day in office at Macomb County Community College Sports Expo Center in Warren, Michigan, on April 29, 2025. Trump celebrated the first 100 days of what is already one of the most radical and far-reaching presidencies in US history, but polls show Americans becoming disenchanted with the economic and political tumult. (Photo by Jim WATSON / AFP) – 20250429_PD13924 – Rechteinfo: Rights Managed (RM) Nur für redaktionelle Nutzung! Werbliche Nutzung erfordert Freigabe: bitte schicken Sie uns eine Anfrage.
The first 100 days

The first 100 days

The first 100 days of Donald Trump’s second presidency are behind us. What has happened since then? Will the structural changes continue at this pace?

Markets
Stock markets react volatile to tariff pause: what happens next?
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Stock markets react volatile to tariff pause: what happens next?

Stock markets react volatile to tariff pause: what happens next?

The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.

Markets
Turkish financial markets temporarily under pressure following political turbulence
Turkish financial markets temporarily under pressure following political turbulence

Turkish financial markets temporarily under pressure following political turbulence

The Turkish stock market has been turbulent recently: the arrest of Istanbul mayor Ekrem Imamoglu caused massive uncertainty. What does the political unrest mean for the Turkish economy and the Istanbul stock exchange?

US tariffs cause turbulence

US tariffs cause turbulence

You can find the latest information and insights on US tariffs and reactions on the stock market here 👉

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Sustainability
Mobility of the future: is the solution electric?
Mobility of the future: is the solution electric?

Mobility of the future: is the solution electric?

The European automotive industry is undergoing a transformation on the one hand, and is in crisis on the other. Both consumers and carmakers in Europe seem to be struggling with the question of the future of mobility. We therefore take a fact-based look at the direction in which the (car) journey could go.

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.

Sustainability
The ethical business case: What is the case for ESG?
The ethical business case: What is the case for ESG?

The ethical business case: What is the case for ESG?

Climate protection has long since arrived in the financial industry. Even though there has recently been political headwind for ESG in some countries, the topic remains important for investors. This is because taking sustainability factors into account makes sense for companies in a number of ways. You can find out more about this in the article.