OUR VIEW:
The changing world order
Challenges and opportunities for Europe
The cornerstones of the international order that has existed since the end of WWII are on increasingly shaky ground. This presents a number of challenges to investors and companies in Europe, but also opportunities.
In the latest edition of OUR VIEW, which focuses on “The changing world order – challenges and opportunities for Europe”, we address the following topics:
- Are decades’ worth of US dominance coming to an end?
- The new “charm” of European bonds
- Quality shares in the focus of institutional strategies
- Global economic and financial market outlook
- The 2025 Sustainability Conference in retrospection
Please note that investing in securities involves risks as well as opportunities.
The changing world order Challenges and opportunities for Europe
The new “charm” of European bonds
The new “charm” of European bonds
Quality shares in the focus of institutional strategies
Quality shares in the focus of institutional strategies
Global economic and financial market outlook
Global economic and financial market outlook
The 2025 Sustainability Conference in retrospection
The 2025 Sustainability Conference in retrospection
Authors
Alexander Lechner
Head of Multi Asset Management
Gerhard Beulig
Senior Professional Fund Manager
Philip Schifferegger
Senior Professional Fund Manager
Dieter Kerschbaum
Communications Specialist
Gerhard Winzer
Chief Economist
Christian Süttinger
Senior Fund Manager
Philipp Marchhart
Communications Specialist
Source employee pictures: Stephan Huger / all rights Erste AM
Picture credit header image: MANDEL NGAN / AFP / picturedesk.com
Contact
Erste Asset Management GmbH
Am Belvedere 1,
A-1100 Vienna
www.erste-am.com
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Based in political district Vienna, FN 102018b, Vienna Commercial Court, DVR 0468703
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Editorial office: Dieter Kerschbaum
Editorial deadline: 18/06/2025
Disclaimer
This document is an advertisement. Please refer to the prospectus of the UCITS or to the Information for Investors pursuant to Art 21 AIFMG of the alternative investment fund and the Key Information Document before making any final investment decisions. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.
The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to Art 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in connection with the InvFG 2011. The fund prospectus, Information for Investors pursuant to Art 21 AIFMG, and the Key Information Document can be viewed in their latest versions at the website www.erste-am.com within the section mandatory publications or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the Key Information Document is available, and any additional locations where the documents can be obtained can be viewed on the website www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.
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Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to Art 21 AIFMG of the respective fund. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.
Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund.