🖥 Технологии Apple, Amazon, Microsoft, Alphabet, Meta, Amadeus, Netflix Фонды: Franklin Technology, Janus Henderson Horizon Global Tech, Fidelity Global Technology
💾 Полупроводники ASML, TSMC, Nvidia, AMD и Broadcom Фонды: iShares MSCI GLB Semicndct A
🔒Кибербезопасность Palo Alto, Fortinet, Okta, CyberArk, Gen Digital и CrowdStrike Фонды: Allianz Cyber Security
💉Фарма Eli Lilly, Novo Nordisk и Intuitive Surgical Фонды: Bellevue Medtech & Service
🏢Недвижимость Vonovia, Colonial, Merlin, AEDAS, Welltower, Prologis и Digital Realty Trust Фонды: Janus Henderson Horizon Global Property Equities и JH Horizon Paneuropean Property Equities
🏗 Инфраструктура Vinci, Sacyr, Cellnex, ACS и Ferrovial Фонды: M&G Global Listed Infrastructure и Franklin Clearbridge Infrastructure Value Fund
⚡️Энергетика Iberdrola, E.On, Redeia, Enel и Constellation Energy Фонды: Nordea Climate and Environmental и BGF Sustainable Energy
🏦 Банки JP Morgan, Morgan Stanley, BoA, Caixabank, Intesa и Unicredit, Axa, Allianz, Mapfre Фонды: Ishares S&P 500 Financials
В файлах - отдельные обзоры по секторам, правда, на испанском
🔥Не является индивидуальной инвестиционной рекомендацией
🖥 Технологии Apple, Amazon, Microsoft, Alphabet, Meta, Amadeus, Netflix Фонды: Franklin Technology, Janus Henderson Horizon Global Tech, Fidelity Global Technology
💾 Полупроводники ASML, TSMC, Nvidia, AMD и Broadcom Фонды: iShares MSCI GLB Semicndct A
🔒Кибербезопасность Palo Alto, Fortinet, Okta, CyberArk, Gen Digital и CrowdStrike Фонды: Allianz Cyber Security
💉Фарма Eli Lilly, Novo Nordisk и Intuitive Surgical Фонды: Bellevue Medtech & Service
🏢Недвижимость Vonovia, Colonial, Merlin, AEDAS, Welltower, Prologis и Digital Realty Trust Фонды: Janus Henderson Horizon Global Property Equities и JH Horizon Paneuropean Property Equities
🏗 Инфраструктура Vinci, Sacyr, Cellnex, ACS и Ferrovial Фонды: M&G Global Listed Infrastructure и Franklin Clearbridge Infrastructure Value Fund
⚡️Энергетика Iberdrola, E.On, Redeia, Enel и Constellation Energy Фонды: Nordea Climate and Environmental и BGF Sustainable Energy
🏦 Банки JP Morgan, Morgan Stanley, BoA, Caixabank, Intesa и Unicredit, Axa, Allianz, Mapfre Фонды: Ishares S&P 500 Financials
В файлах - отдельные обзоры по секторам, правда, на испанском
🔥Не является индивидуальной инвестиционной рекомендацией
#инвестиции #европа
BY Деньги. Инвестиции. Налоги
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Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” Following this, Sebi, in an order passed in January 2022, established that the administrators of a Telegram channel having a large subscriber base enticed the subscribers to act upon recommendations that were circulated by those administrators on the channel, leading to significant price and volume impact in various scrips. For tech stocks, “the main thing is yields,” Essaye said. Telegram has gained a reputation as the “secure” communications app in the post-Soviet states, but whenever you make choices about your digital security, it’s important to start by asking yourself, “What exactly am I securing? And who am I securing it from?” These questions should inform your decisions about whether you are using the right tool or platform for your digital security needs. Telegram is certainly not the most secure messaging app on the market right now. Its security model requires users to place a great deal of trust in Telegram’s ability to protect user data. For some users, this may be good enough for now. For others, it may be wiser to move to a different platform for certain kinds of high-risk communications. And while money initially moved into stocks in the morning, capital moved out of safe-haven assets. The price of the 10-year Treasury note fell Friday, sending its yield up to 2% from a March closing low of 1.73%.
from ar
