All articles on the topic “Discretionary Portfolio Management”
Market update: All eyes on the Middle East
The Iran war is not only affecting global supply chains, but is also increasing inflation risks worldwide. In today’s market update from Gerald Stadlbauer, Head of Discretionary Portfolio Management, you can find out which points are crucial now and how DPM is positioning itself in this environment.
Escalation in the Middle East: How we protect your portfolio – and what you should do now
The conflict between the USA and Iran escalated over the weekend. A large-scale series of attacks were launched against military targets in Iran, including the killing of the country’s spiritual leader, Ayatollah Ali Khamenei. What do the attacks mean for the markets and how do we position ourselves in response?
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.