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📈Инвестиционная стратегия банка Bankinter на 2025

🖥 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
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📈Инвестиционная стратегия банка Bankinter на 2025

🖥 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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What distinguishes the app from competitors is its use of what's known as channels: Public or private feeds of photos and videos that can be set up by one person or an organization. The channels have become popular with on-the-ground journalists, aid workers and Ukrainian President Volodymyr Zelenskyy, who broadcasts on a Telegram channel. The channels can be followed by an unlimited number of people. Unlike Facebook, Twitter and other popular social networks, there is no advertising on Telegram and the flow of information is not driven by an algorithm. Friday’s performance was part of a larger shift. For the week, the Dow, S&P 500 and Nasdaq fell 2%, 2.9%, and 3.5%, respectively. In February 2014, the Ukrainian people ousted pro-Russian president Viktor Yanukovych, prompting Russia to invade and annex the Crimean peninsula. By the start of April, Pavel Durov had given his notice, with TechCrunch saying at the time that the CEO had resisted pressure to suppress pages criticizing the Russian government. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. Now safely in France with his spouse and three of his children, Kliuchnikov scrolls through Telegram to learn about the devastation happening in his home country.
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