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.
The ongoing government shutdown in the US is also preventing the publication of important economic data. This makes it more difficult to assess the economic environment in the US. Chief Economist Gerhard Winzer explains possible scenarios in his weekly market commentary.
Phishing, deepfakes, and targeted attacks on the internet are on the rise—and with them, the cybersecurity industry is growing rapidly. How well equipped are companies to deal with these increasing threats, and where do the opportunities and risks lie for investors? Find out in today’s blog post.
China’s stock markets are making a strong comeback after years of weakness – driven by growing confidence among domestic investors and targeted measures by the government in Beijing. Will the rally continue?
Innovative medicines and geopolitical risks – the biotech sector remains in flux. Topics such as rare diseases, cancer and eye diseases are particularly in focus. In this interview, fund manager Harald Kober provides insights into current trends and challenges.
Despite tougher US tariff policy and political uncertainty, the emerging markets are proving surprisingly robust this year. What factors are behind this and what opportunities are there for investors? Find out more in today’s blog post!
After delivery problems at a major supplier became known last week, fears of a new chip crisis are spreading in the automotive industry. How do industry associations and leading car manufacturers assess the risk?
Despite rising stock markets, investors are increasingly seeking stability and are finding it more and more often in new ‘safe havens’. Portfolio Manager Clemens Brugner explains why this is the case and which asset classes are meant by this.
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.
China’s stock markets are making a strong comeback after years of weakness – driven by growing confidence among domestic investors and targeted measures by the government in Beijing. Will the rally continue?
While economic growth in Austria remains weak, the domestic stock market index ATX has recently climbed significantly. What is behind this strong performance?
What distinguishes high-yield bonds and how do they differ from other bonds? We explain this in today’s blog post. You will also learn which funds investors can use to invest specifically in companies in the high-yield segment.
So far, the year 2022 has brought significant price losses on the stock markets. Inflation and rising interest rates are often cited as the reason. But why is that the case?
For many investors, a fund savings plan is a useful way to build up capital over the long term. To make sure this works, our expert Johann Griener has 5 useful tips for getting over difficult market times.
After a long period of uncertainty, there is now clarity for the renewable energy sector in the USA. The legal framework for the coming years is far better than expected. This brings new opportunities for environmental stocks, as the initial market reactions have shown.
Today’s World Environment Day focuses on environmental and climate protection under the slogan “Our Power, Our Planet.” Find out how we, as an active investor, are driving sustainable change in companies in today’s blog post.
Around 8.7 million different species live on Earth – and they all provide important “ecosystem services”. This is precisely why the protection of biodiversity is essential. In the area of engagement, this year we are focusing on the chemical and pharmaceutical industry and are making contact with one of the world’s largest corporations in this sector.
