All articles on the topic “Discretionary Portfolio Management”
Market update: “Boom or Bust?“
The hype surrounding artificial intelligence continues to shape the markets and ensure sustained momentum. Nvidia in particular is impressing with strong results. At the same time, there are positive signals from the political arena. You can read more about the current market situation in the latest update from Gerald Stadlbauer, Head of Asset Management.
Between the gold rush and AI hype: what can we expect on the home stretch of 2025?
The investment year is gradually approaching the home straight. And 2025 will be remembered in many ways: From the upheavals surrounding Liberation Day to the ongoing AI rally and the sharp rise in the price of gold. Gerald Stadlbauer, Head of Discretionary Portfolio Management, analyzes what the final quarter of 2025 could bring.