🖥 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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Messages are not fully encrypted by default. That means the company could, in theory, access the content of the messages, or be forced to hand over the data at the request of a government. Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” "The inflation fire was already hot and now with war-driven inflation added to the mix, it will grow even hotter, setting off a scramble by the world’s central banks to pull back their stimulus earlier than expected," Chris Rupkey, chief economist at FWDBONDS, wrote in an email. "A spike in inflation rates has preceded economic recessions historically and this time prices have soared to levels that once again pose a threat to growth." Stocks dropped on Friday afternoon, as gains made earlier in the day on hopes for diplomatic progress between Russia and Ukraine turned to losses. Technology stocks were hit particularly hard by higher bond yields. "The result is on this photo: fiery 'greetings' to the invaders," the Security Service of Ukraine wrote alongside a photo showing several military vehicles among plumes of black smoke.
from ye
