IPE Conference & Awards 2024

There is an old stock market adage that says that share prices rise in stable bull markets despite negative news and various risk factors. So the stock markets climb along a wall of fears and worries. The year 2024 is likely to be seen as yet another example of this phenomenon.

Climate protection is and will continue to be one of the main aspects of sustainable investment, and lower carbon emissions are a particular focus for governments, regulatory authorities, and institutional investors. For the latter, R-Ratio-GlobalAktien and R-Ratio-USAktien provide investment solutions that are intended to largely mirror the return and the volatility of their benchmarks (the MSCI World and MSCI USA, respectively) while at the same time achieving a significantly lower carbon footprint. Targeted exclusion criteria round out the sustainable concept of these funds pursuant to Article 8 of the SFDR*.

More and more investors are looking for responsible investment opportunities that also offer plannable, regular returns. Raiffeisen Capital Management already offers one fund with quarterly disbursement. We are now expanding the product range to include a new mixed fund with more dynamic orientation and higher regular returns.

Renewable energy, especially solar and wind power, are playing an increasingly important role in the global energy landscape. In recent years, however, many equities from this field have come under intense pressure, after share prices for companies involved in this business area had sometimes risen sharply. Is the party over? Or is right now a good time to enter this market segment?