Articles about “Discretionary Portfolio 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.