Investing in 2025: capital markets remain constructive
2024 was remarkable for the capital markets in many respects: in the US, we can look back on one of the best stock market years in history - once again supported by the Magnificent 7. What can we expect for 2025? A view from CIO Karin Kunrath.
Current analysis of Emerging Markets
In 2024, stock markets in most Emerging Markets performed well or very well, particularly in Asia. Taiwan and Turkey stood out with strong price increases, while Chinese equities recovered sharply. India's stock markets had a solid year, while Latin America, especially Brazil, stood out due to underperformance and currency losses.
Current development of megatrends equities
Megatrend equities have experienced several volatile market phases in recent years and a very positive equity environment in the last twelve months. The topic of artificial intelligence has been a particular focus for many investors. With the election of Donald Trump as President of the USA, there is new potential for surprises. These can have both positive and negative effects on equities in the megatrends segment.
Are high-yield bonds still attractive?
High yield bonds (i.e. bonds from less creditworthy and therefore more risky issuers) have been a sought-after investment instrument for a long time. But, is it currently still worth investing in high-yield bonds?
Based in Vienna, we manage portfolios for investors in Austria, Europe, the Middle East, and Asia. Many of our institutional investors are banks, companies, foundations, insurance companies, pension funds, chambers, church institutions and consultants.
Focus on Core Competencies
We stand for the ongoing development of outstanding expertise in the arears of sustainability, global emerging markets, European bonds and multi asset strategies.
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Our range of services includes customized investment solutions such as segregated accounts as well as a broad range of services and reporting. Each investment solution covers a specific asset class and a clearly defined market segment, so that different risk-return profiles can be clearly distinguished.
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personal key account manager:in or client relationship manager
regular meetings and conferences
personal investment committee meetings with the portfolio managers
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