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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 argument from Telegram is, 'You should trust us because we tell you that we're trustworthy,'" Maréchal said. "It's really in the eye of the beholder whether that's something you want to buy into." Two days after Russia invaded Ukraine, an account on the Telegram messaging platform posing as President Volodymyr Zelenskiy urged his armed forces to surrender. Either way, Durov says that he withdrew his resignation but that he was ousted from his company anyway. Subsequently, control of the company was reportedly handed to oligarchs Alisher Usmanov and Igor Sechin, both allegedly close associates of Russian leader Vladimir Putin. This ability to mix the public and the private, as well as the ability to use bots to engage with users has proved to be problematic. In early 2021, a database selling phone numbers pulled from Facebook was selling numbers for $20 per lookup. Similarly, security researchers found a network of deepfake bots on the platform that were generating images of people submitted by users to create non-consensual imagery, some of which involved children. He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information.
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