Invest in equity funds
With equity funds, opportunity-oriented investors can participate in the performance of individual companies – whether global, regional, sustainable or thematic investments.
Market outlook: equities
Exaggeration in both directions?
Just like the economic outlook, the outlook for the equity market is currently on a knife-edge: If the tariff increases are ultimately implemented in full, the market slump in the first half of April was more than justified – in the event of a US recession, new lows (below the April lows) could even be expected in the meantime.
But this is precisely what US president Trump and the Republicans cannot afford politically, so they should be highly motivated to escape from the mess they have created with compromises and significantly reduced tariffs. Their rowing back and promotion of "great deals" also points in this direction. Although a certain amount of economic damage has already been done, the equity market would probably overlook this if the tariff dispute were to be resolved quickly.
At the level of the April lows, it could therefore be argued that the market was too pessimistic, especially as many panic indicators had already reached extremes, which often triggers a strong recovery. In our view, however, the recovery has already gone too far: Stock indices, the majority of which are now trading above their levels prior to the tariff escalation (2 April 2025), leave no room for such "deals" not being feasible so quickly and successfully. Negotiations with China in particular are likely to be difficult, which Trump is clearly not yet sufficiently aware of, and it will take the pressure of significantly worse US economic data to get him to relent.
The short-term risk/reward ratio for the equity market now seems correspondingly poor after the rebound - we are downgrading equities to underweight vs. government bonds.
You can find more information on current market developments here!
As of May 2025
What influence crises have on the equity markets?
Are equity investments still worthwhile? Crises have always had a direct influence on the equity markets. The video shows the crises over the past 50 years (using the global equity index MSCI World for example). As you can see, the equity market also rise again after crises. The quintessence: As an investor, you need staying power (i.e. a long-term investment horizon) and the necessary willingness to take risks when investing in equities.
Invest in equities – for example with equity funds!
Equities offer a good opportunity to build up long-term assets, diversify the portfolio and benefit from the development of various companies and sectors. This can be done easily and conveniently with the equity funds from Raiffeisen Capital Management. You also benefit from the know-how of our investment specialists. Find out more about our range of equity funds.
Equity funds
Raiffeisen Capital Management has more than 30 years of experience in managing equities. Choose from our wide range of equity funds.
Build long-term wealth with high-dividend equities
Surprisingly few investors are aware that dividends make up a very significant share of the total long-term return of equity investments, especially if they are regularly reinvested. Depending on the market and period, the figure has been between 30% and 50% in the past, and even as high as 70% in some decades!
Fund portrait on the topic of megatrends
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.
Transitioning into the future: Raiffeisen-SmartEnergy-ESG-Aktien
At first glance, the energy segment hardly seems like a good fit for a sustainable investment. But “clean” energy is a bona fide future topic that not only offers a wide range of growth opportunities but also allows for ESG investments.
A golden age for health care stocks?
Health care stocks are considered to be defensive investments, being less influenced by economic cycles. But anyone who thinks that this is boring or involves lower earnings opportunities is flat-out wrong. The fund Raiffeisen-Health and Wellbeing-ESG-Aktien has allowed investors to tap into the earnings potential of the health care sector for many years – in a sustainable manner!
Invest in equity ETFs with Index-Selection-Equity
There are various instruments available for investing in the capital market. When it comes to investment funds, a distinction is often made between ETFs, which are passive funds that are traded on equity exchanges, and actively managed funds. These are two investment styles that can each make sense to use in different situations, depending on the investment objectives and customer needs.
Megatrend artificial intelligence - is the hype over?
In recent years, artificial intelligence (AI) has developed into a central topic in the financial markets, driving equity prices up. However, in recent months, signs have been mounting that the hype around AI technology is diminishing. What is behind this?
Invest in US equities
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.
Fund portrait on the topic of infrastructure
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.
According to its investment strategy, the Index-Selection-Equity mainly invests in other investment funds.
The funds Raiffeisen-Nachhaltigkeit-Aktien, Raiffeisen-HighTech-ESG-Aktien, Raiffeisen-SmartEnergy-ESG-Aktien, Raiffeisen-Health-and-Wellbeing-ESG-Aktien, Index-Selection-Equity, Raiffeisen-MegaTrends-ESG-Aktien and Raiffeisen-Zentraleuropa-ESG-Aktien exhibit elevated volatility, meaning that unit prices can move significantly higher or lower in short periods of time, and it is not possible to rule out loss of capital.
The following assessments of capital market prospects are a snapshot and may change at any time without notice or update. They represent a basic orientation framework and do not represent a generally binding view for fund and portfolio management. They also represent neither a binding forecast nor a recommendation for action for investors. The assessments of individual teams or fund managers may deviate significantly from this under certain circumstances. Similarly, the positioning of the investment funds, asset management products and portfolios may differ significantly from the market outlook mentioned on this page, for example due to different investment horizons, strategies and models used or discretionary decisions made by individual fund managers.