Another volatile month for the market as tariffs and trade war threats persisted (and have clearly had a further significant impact on the market and…
February was very volatile, especially when it comes to technology stocks. Tariffs and trade wars were in focus. Companies with an AI focus were…
The year has started with volatility for the stock markets. Initially, the volatility was driven by different expectations about how Trump would implement his planned tariffs, i.e. which…
Despite the lack of real estate rally, our fund Finserve Chelverton Global Technology (name change from GP Bullhound) ended up 3,25% in December which makes…
We would like to inform you that the fund GP Bullhound Global Technology Fund and GP Bullhound Thyra Hedge Fund will change their name to...
A weak reporting week for tech companies, driven by weak consumer demand for PCs (Dell and HP) and continued weakness on the industrial semiconductor side (ADI). On…
The technology sector and the US market rose strongly in November, driven by Trump's win. Trump now gets a majority in both houses for the next 2…
October got off to a strong start for global equities, but most markets still edged lower. Our GP Bullhound Global Technology fund rose 3.58…
September started weak, but the 50 basis point increase in interest rates from the US central bank (Fed) turned the market around. At the same time, the Chinese government began to stimulate the domestic…