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Деньги. Инвестиции. Налоги

Дивиденды.pdf

Кибербезопасность.pdf

📈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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Недвижимость.pdf

Полупроводники.pdf

Портфель.pdf

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Create: 2025-01-13
Last Update: 2025-03-09 00:21:28

📈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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Date: 2025-03-09|

"We as Ukrainians believe that the truth is on our side, whether it's truth that you're proclaiming about the war and everything else, why would you want to hide it?," he said. 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%. Telegram Messenger Blocks Navalny Bot During Russian Election On Feb. 27, however, he admitted from his Russian-language account that "Telegram channels are increasingly becoming a source of unverified information related to Ukrainian events." "And that set off kind of a battle royale for control of the platform that Durov eventually lost," said Nathalie Maréchal of the Washington advocacy group Ranking Digital Rights.
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