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SE Category: Global Tech Fund
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Tech letter for Global Technology Fund week v48 (November 25-29)
Read more: Tech letter for Global Technology Fund week v48 (November 25-29)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…
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Global Technology Fund – October 2024
Read more: Global Technology Fund – October 2024October got off to a strong start for global equities, but most markets still edged lower. Our GP Bullhound Global Technology fund rose 3.58…
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Global Technology Fund – September 2024
Read more: Global Technology Fund – September 2024September 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…
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GP Bullhound Technology Fund – August 2024
Read more: GP Bullhound Technology Fund – August 2024Market volatility within the big tech names has continued to be high as concerns about AI returns have arisen. However, the fundamentals of the industry have not changed and…
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GP Bullhound Technology Fund – July 2024
Read more: GP Bullhound Technology Fund – July 2024Volatility in the market for the large technology companies has increased sharply in recent times. However, the fundamentals of the industry have not changed…
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GP Bullhound Technology Fund – June 2024
Read more: GP Bullhound Technology Fund – June 2024Volatility in the major tech stocks has increased over the past month. However, the industry fundamentals have not changed and the strength in the areas around AI continues,…
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Tech Thoughts v10-2022
Read more: Tech Thoughts v10-2022Our weekly market round-up with Inge Heydorn and Nejla-Selma Salkovic. Today's episode covers this week's market update, the impact of the Ukraine war…
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November 2021: Tech hit hard
Read more: November 2021: Tech hit hardWe have seen a clear increase in market volatility in recent weeks driven by concerns around the new version of covid and the US Federal Reserve's…
