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SE Category: Global Esports Fund
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Global Esports Fund Monthly Report – January 2023
Read more: Global Esports Fund Monthly Report – January 2023Gaming demand still weak and big titles still dominate Gaming – NPD figures showed the US gaming market continued to struggle in December with gaming software…
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Global Esports Fund Monthly Report – December 2022
Read more: Global Esports Fund Monthly Report – December 2022Strong titles drive demand for hardware, mobile remains under pressure – November figures in the US showed that overall gaming spending was still down slightly…
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July 2022 Monthly Update
Read more: July 2022 Monthly updateTravel is back and consumer demand here is strong. Airbnb, Booking and Expedia all reported fairly solid demand for the quarter and both…
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June 2022 Monthly Update
Read more: June 2022 Monthly updateVery tactical trading the last two weeks due to 1H rebalancing of indices and manager portfolios. However, the underlying concerns are the same but…
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May 2022 Monthly Update
Read more: May 2022 Monthly updateVolatility in the market has continued during the month and the US market has at one point fallen for 8 weeks in a row. We don't have…
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April 2022 Monthly Update
Read more: April 2022 Monthly updateThe good news is that technology continues to deliver strong results in the first quarter and that the market is becoming more forgiving of weakness. Main focus…
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February 2022 Monthly Update
Read more: February 2022 Monthly updateVolatility continues in the market and the reporting season has been strong for technology, especially software. However, we have seen weaknesses in social media platforms as well as payment services. …
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November 2021: Volatility increases dramatically
Read more: November 2021: Volatility increases dramaticallyVolatility in the market has increased dramatically during the autumn and further increased in recent weeks. The Federal Reserve's comments around higher interest rates ahead along with…
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October: The market rebounded strongly
Read more: October: The market rebounded stronglyThe market rebounded strongly during October. However, the Gaming/Esport sector continues to be weaker than the market. This despite the growth figures looking good and…
