Visoka tehnologija, umetna inteligenca & Co.

Na kapitalskih trgih se končuje še eno razburljivo in zelo pozitivno leto za bolj tvegane naložbe. Zato je čas, da usmerimo pogled v prihodnost in prihajajoče leto 2025.

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?

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.

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.

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!

The past few weeks have been quite a ride: First, China surprised with the announcement of major stimulus packages, which led to a sharp short-term rise in Chinese equities. At the end of October, the much-anticipated summit of the BRICS+ countries took place. At the beginning of November, there was another striking event with Donald Trump's surprisingly clear election victory. This time, we are focusing our update on China.

Data centers have become an integral part of the IT world. However, as important as they are, their downside is high energy consumption. And yet the data-center industry is a rapidly growing sector that is worth a closer look.

Bonds from issuers in Central and Eastern Europe have delivered quite respectable returns for investors over the past twelve months. What does the outlook for 2025 look like?