19.12.2025 11:19:22

State Street Global Advisors: How is AI reshaping emerging market equity performance?

AI’s equity impact is beyond developed markets - it’s transforming emerging markets too

Emerging market (EM) equities head into 2026 with solid momentum, supported by a favourable macro backdrop and a softer US dollar. A key performance driver is the rapid integration of AI technologies across major EM economies.

Our latest insight explores how AI enabled productivity gains, proactive government initiatives, and improving earnings trends are positioning EM - especially India, Saudi Arabia and the UAE - for further potential outperformance. Read the full article to dive into the tailwinds, risks and ways investors can access AI driven growth opportunities in emerging markets.

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SMI
SPI
SLI
SMIM
DAX
ESTOXX
Dow Jones
S&P 500
NASDAQ 100
Nikkei 225

Novartis	125.30	1.66 %	K V
Logitech Intl	71.26	1.63 %	K V
Swisscom	724.50	0.91 %	K V
Swiss Re	127.95	0.67 %	K V
Swiss Life Hldg	828.00	0.39 %	K V
Kuehne+Nagel Int	169.90	-1.74 %	K V
Sika	138.55	-2.26 %	K V
Amrize	44.18	-2.45 %	K V
Roche Hldg G	332.40	-2.58 %	K V
CieFinRichemont	138.05	-3.26 %	K V

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Gold & Silber: Ausblick 2026 mit Torsten Dennin

Gold & Silber im Crash – was steckt hinter dem Preisrücksetzer?
Nach starken Kursanstiegen bei Gold und Silber kam es Anfang 2026 zu historischen Rücksetzern . Doch was waren die Ursachen? Und wie geht es jetzt weiter mit den Edelmetallen und dem «digitalen Gold» Bitcoin?

Im Gespräch mit Prof. Dr. Torsten Dennin, CIO von Asset Management Switzerland AG und Rohstoffexperte, analysieren wir:

Warum Silber innerhalb weniger Tage über 30 % verlor
Parallelen zum „Silver Thursday“ 1980
Welche Rolle die Fed und Zinserwartungen spielten
⚖️ Warum Silber stärker schwankt als Gold
Ob Gold wirklich ein „sicherer Hafen“ ist
Wie hoch die ideale Goldquote im Portfolio sein sollte
⛏️ Warum Gold- und Silberminen 2026 besonders spannend sein könnten
Warum 2026 ein Rohstoffjahr werden könnte (Öl, Kupfer, Agrarrohstoffe)
₿ Und was der Bitcoin-Rücksetzer mit Tech-Aktien gemeinsam hat

Spannend: Torsten Dennin hatte bereits im September eine Gold-Prognose von 4.200–4.400 USD und Silber bei 60–80 USD genannt – beide Ziele wurden erreicht bzw. übertroffen.

Ist der Rücksetzer nur eine gesunde Korrektur oder der Beginn einer grösseren Trendwende?
Jetzt reinschauen und die Einschätzung vom Experten erfahren!

Gold & Silber: Ausblick 2026 mit Torsten Dennin

18.12.25	Outlook 2026: Asiatische Aktien
03.12.25	Schroders: Outlook 2026: Robuste Gewinne und anhaltende Investitionen in neue Technologien könnten globale Aktien weiterhin stützen
28.11.25	Schroders: Outlook 2026: Aktiver Umgang mit Bewertungsrisiken und Suche nach Diversifizierungsmöglichkeiten

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