🖥 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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Just days after Russia invaded Ukraine, Durov wrote that Telegram was "increasingly becoming a source of unverified information," and he worried about the app being used to "incite ethnic hatred." Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. Lastly, the web previews of t.me links have been given a new look, adding chat backgrounds and design elements from the fully-features Telegram Web client. And indeed, volatility has been a hallmark of the market environment so far in 2022, with the S&P 500 still down more than 10% for the year-to-date after first sliding into a correction last month. The CBOE Volatility Index, or VIX, has held at a lofty level of more than 30. Channels are not fully encrypted, end-to-end. All communications on a Telegram channel can be seen by anyone on the channel and are also visible to Telegram. Telegram may be asked by a government to hand over the communications from a channel. Telegram has a history of standing up to Russian government requests for data, but how comfortable you are relying on that history to predict future behavior is up to you. Because Telegram has this data, it may also be stolen by hackers or leaked by an internal employee.
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