Erste Asset Management Investment Blog

5 results for keyword "AI"

Article on tag "AI"

US tech stocks: Mixed feelings after earnings figures
US tech stocks: Mixed feelings after earnings figures

US tech stocks: Mixed feelings after earnings figures

The shares of the major US technology companies, which had performed very well for a long time, have also fallen recently. The latest half-year figures left the market with mixed feelings: although the figures were largely as expected, there were hardly any increases in profit expectations. Nevertheless, the outlook remains positive, which for fund manager Bernhard Ruttenstorfer has several reasons.

Strong first half of the year: What`s next for the stock markets?
Strong first half of the year: What`s next for the stock markets?
(c) pexels

Strong first half of the year: What`s next for the stock markets?

The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.

Benefit from the megatrend Artificial Intelligence with equities
Benefit from the megatrend Artificial Intelligence with equities
(c) unsplash

Benefit from the megatrend Artificial Intelligence with equities

The megatrend of artificial intelligence is also on everyone’s lips on the financial markets. Some companies from the AI sector have posted significant gains in their stock price so far this year. We show you with which investments you can profit from the AI boom and what you need to bear in mind.

China’s future: long-term growth initiatives and dangerous asymmetries
China’s future: long-term growth initiatives and dangerous asymmetries
iStock

China’s future: long-term growth initiatives and dangerous asymmetries

The People’s Republic of China is one of the winners of globalisation – but the strong economic growth has also created asymmetries within the Chinese economy. Read more about how the “Made in China 2025”-strategy will help and what role the new silk road plays.