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Rising bond yields, uncertainties about the new Trump administration and in some cases very high valuations are creating headwinds, but parts of the US equity market still appear promising.

For a long time, investments in Emerging Markets provided investors with above-average returns. However, over the last 15 years, only a few Emerging Markets have managed to do so, especially in the equity markets. Are the good times now returning?

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.

Is success guaranteed when you invest in “high-tech” equities? One might be tempted to think so, since high tech is the sector with the strongest long-term growth in turnover and profits. But it’s just not that simple. Find out what's behind it here.

Pred nekaj leti smo spoznali, da je podpora preobrazbi v podnebno nevtralnost ključna točka pri odgovornem investiranju. Zato smo določili sedem področij, na katera ta preobrazba zelo močno vpliva, in se nanje osredotočili kot na Tema prihodnjega preoblikovanja: Eno od teh področij je energetski megatrend.

Healthcare equities are regarded as "defensive" (i.e. less dependent on economic cycles) investments. However, anyone who equates this with boredom or even lower return opportunities is completely mistaken. The fund Raiffeisen Health and Wellbeing ESG Equities has been unlocking the return potential of the healthcare sector for investors who are willing to accept the risks associated with equity investments for many years – and it does so sustainably!

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.

Since 2022, Scope has awarded Raiffeisen Capital Management a "AAA" rating for its excellent quality and expertise in the management of sustainable fund strategies. The renowned German rating agency last confirmed the AAA rating in August 2024.