Articles about “ERSTE WWF STOCK ENVIRONMENT”
Energy hunger and energy transition: what environmental technologies have to do with AI
With the rapidly growing power requirements of modern AI applications, renewable energies, high-performance grids, and flexible storage solutions are coming into focus. Read why the energy question is becoming a decisive factor in the digital future in our new blog post.
Speed to power: Why Cleantech equities keep catching up
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.
New momentum for environmental stocks?
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.
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.
Trump and green stocks – Interview with fund manager Alexander Weiss
Environmental stocks have corrected sharply in some cases as a result of the US election. We discuss with Alexander Weiss, fund manager of the ERSTE GREEN INVEST, how our fund management is positioned and what opportunities are arising for renewable equities.
Interview: Minimizing climate risks effectively
Companies have to deal intensively with the risks and opportunities that the climate crisis brings for their business model. These factors therefore also play a major role in our investment process. Stefanie Schock, Senior Research Analyst in our Responsible Investments team, explains how this works for the ERSTE WWF STOCK ENVIRONMENT equity fund.
Cleantech stocks: low valuations as opportunity?
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.
World Water Day: the (scarce) blue gold
Droughts and water shortages are also increasing in Europe – what can be done about them? When investing, it certainly makes sense to take a close look at the water risks of companies. If you want to go one step further, you can also specifically integrate the topic of water into your portfolio.
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.
Environmental equities – a good time to invest?
The sharp rise in interest rates is weighing more heavily on environmental and renewable energy equities than on assets from other sectors. Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, explains in an interview why this is the case, why environmental shares remain very attractive, and why this could even be a good time to enter the market.
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.
“Environmental themes offer potential for long-term growth phase“
Forbes Magazine ranked Clemens Klein, fund manager of ERSTE WWF STOCK ENVIRONMENT, as one of the top ten fund managers of the German-speaking region. In our interview, he talks about the investment strategy and philosophy of the fund.
The topic of water in sustainable investing
Clean water is one of the most valuable and important resources on our planet. This is one of the reasons why ERSTE WWF STOCK ENVIRONMENT invests specifically in companies that help to reduce water consumption. In this article, we explain what role the topic of water plays in sustainable investment and how water risks are taken into account in the investment process.
Cyber-Roundup 2022: Tesla shareholders demand action on social issues
At the beginning of August, this year’s Tesla Annual General Meeting took place under the name “Cyber Roundup”. The number of shareholder proposals on environmental and social issues reached a new maximum this year.
“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.
Interview with WALTER HATAK, Head of Investment Erste AM
According to the latest report from Forum for Sustainable Investments, the investments in sustainable funds/mandates (i.e. institutional clients) increased by 39% in 2019. What do you think is the reason for the drastic increase of this asset class? What has become clear during this crisis is that people are ready for big changes within short […]
Changes to the investment universe, September 2019 – November 2019
Admitted PowerCell Sweden AB (sector: Electrical Components & Equipment), EAM ESG rating 09/2019 of C; admitted into the investment universe of ERSTE WWF STOCK ENVIRONMENT in September 2019. The company was created as a spin-out from Volvo Group in 2008. PowerCell Sweden AB develops and produces modular and scalable fuel cell stacks and systems. Development […]