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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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The next bit isn’t clear, but Durov reportedly claimed that his resignation, dated March 21st, was an April Fools’ prank. TechCrunch implies that it was a matter of principle, but it’s hard to be clear on the wheres, whos and whys. Similarly, on April 17th, the Moscow Times quoted Durov as saying that he quit the company after being pressured to reveal account details about Ukrainians protesting the then-president Viktor Yanukovych. The SC urges the public to refer to the SC’s I nvestor Alert List before investing. The list contains details of unauthorised websites, investment products, companies and individuals. Members of the public who suspect that they have been approached by unauthorised firms or individuals offering schemes that promise unrealistic returns In 2014, Pavel Durov fled the country after allies of the Kremlin took control of the social networking site most know just as VK. Russia's intelligence agency had asked Durov to turn over the data of anti-Kremlin protesters. Durov refused to do so. To that end, when files are actively downloading, a new icon now appears in the Search bar that users can tap to view and manage downloads, pause and resume all downloads or just individual items, and select one to increase its priority or view it in a chat. "There are several million Russians who can lift their head up from propaganda and try to look for other sources, and I'd say that most look for it on Telegram," he said.
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