Visoka tehnologija, umetna inteligenca & Co.

Infrastructure equities offer fascinating investment opportunities in a sector that encompasses many essential goods and services, is growing and constantly changing at the same time. In addition to its numerous opportunities, however, it also harbours risks - both for the companies involved and for investors.

Napoved obsežnih carin ameriškega predsednika Trumpa v začetku aprila ("dan osvoboditve") je sprožila močan odziv trgov in v zadnjih dneh povzročila znaten padec cen delnic po vsem svetu.

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.

Megatrends bring about major changes and have a lasting impact. Companies must not only recognize these trends, but also anticipate them in order to keep pace with the future. Companies that pick up on megatrends are therefore of particular interest to investors. We have even dedicated a separate fund to the topic of megatrends.

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!

Emerging Market equity and bond markets have been dominated by the trade measures of the new US administration in recent weeks. Apart from the partly unexpectedly high levels of tariffs, it is above all the unpredictable zigzag course of the White House that is causing market participants concern.