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.
Article on tag "ERSTE GREEN INVEST"
EVs: Industry plans to drive sales with price reductions, compact models, and new batteries
Even though the car industry continues to focus on e-cars, demand has recently stalled somewhat. In addition to the major car manufacturers, more and more tech companies are entering the market. Meanwhile, a new hope for the future is emerging in the field of battery technology.
Green technologies: US elections as showstopper?
The Inflation Reduction Act has triggered billions of dollars of investment in green technologies in the USA. Are the subsidies and tax breaks for renewable energies at risk in view of the upcoming US election? Clemens Klein, fund manager of ERSTE GREEN INVEST, provides some answers.
Norway: Visiting sustainable portfolio companies
Norway has the largest oil reserves in Europe. Nevertheless, the Scandinavian country is considered a pioneer in the use of renewable energies. There are also many companies in the industrial sector that are working on sustainable value creation. Fund manager Markus Gruber visited some sustainable companies from the portfolios of the impact funds ERSTE WWF STOCK ENVIRONMENT and ERSTE GREEN INVEST.
E-vehicles boom unbroken
The automotive industry is slowly regaining momentum after the pandemic and supply bottlenecks. E-Vehicles are experiencing a real boom. How can you profit as an investor?
Demystifying the greenness of funds
The taxonomy alignment of a fund is comparable to the nutritional information of food. Investors can thus find out transparently to what extent a fund invests in “green activities”. Find out more about taxonomy alignment and how we manage it in our funds in the blog post by Analyst Hebing Dong.
ERSTE GREEN INVEST – with a tailwind towards energy transition
With the energy transition and the necessary ecologisation of the economy, “green technologies” are likely to remain one of the megatrends of the coming years. The ERSTE GREEN INVEST impact fund invests in precisely those companies whose business models could benefit from this megatrend.
“Green Rush” – The Inflation Reduction Act
The Inflation Reduction Act recently passed by the US Senate is intended to get the USA back on track in terms of climate protection. By 2030, 369 billion US dollars are to flow into renewable energies through various channels.
ERSTE GREEN INVEST’s one-year anniversary: megatrend green technologies
The subjects of environment and technology have been occupied by brokers for years. This sector also has great growth potential in the coming years. Many companies are only at the beginning of a promising development.
Impact investing: a new strategy for overcoming environmental challenges
Impact investments are currently hot property in the financial sector. Impact funds are investments that are meant to generate positive, measurable social and environmental effects in addition to financial return.