{"id":7678,"date":"2024-11-15T15:26:40","date_gmt":"2024-11-15T13:26:40","guid":{"rendered":"https:\/\/finserve.se\/?p=7678"},"modified":"2024-11-15T15:26:41","modified_gmt":"2024-11-15T13:26:41","slug":"global-technology-fund-oktober-2024","status":"publish","type":"post","link":"https:\/\/finserve.se\/en\/global-technology-fund-oktober-2024\/","title":{"rendered":"Global Technology Fund \u2013 October 2024"},"content":{"rendered":"<p class=\"wp-block-paragraph\">October got off to a strong start for global equities, but most markets still edged lower. Our GP Bullhound Global Technology fund rose by 3.58 % on the month, also helped by the stronger USD. News flow in the technology sector continued to be mixed, with AI very strong. Jensen Huang, CEO of Nvidia, stated that demand clearly exceeds supply for their new GPU Blackwell. The entire supply chain around AI was very strong, while consumer spending on smartphones such as the new Apple iPhone 16 was subdued. In addition to this, demand for PCs also seems to have been weak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Corporate investment remains stable in the technology sector but with a clear focus on AI, while other areas are clearly weaker and are being prioritized by companies. We have not made any major changes to the portfolio ahead of November, but we will be quite active during the reporting season to scale up and down holdings in the portfolio, in order to manage risk and optimize returns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We have also recently seen Trump become President of the United States again and we will need to adjust our thinking around this event.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/finserve.se\/wp-content\/uploads\/2024\/09\/GP-Bullhound-Global-Technology-Fund-August-2024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Read more in PDF<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Oktober b\u00f6rjade starkt f\u00f6r globala aktier, men \u00e4nd\u00e5 slitade n\u00e5got ned\u00e5t p\u00e5 de flesta marknader. V\u00e5r GP Bullhound Global Technology-fond steg med 3,58 % under m\u00e5naden, ocks\u00e5 hj\u00e4lpt av den starkare USD. Nyhetsfl\u00f6det inom tekniksektorn fortsatte att vara blandat, d\u00e4r AI var mycket starkt. Jensen Huang, VD f\u00f6r Nvidia, uttalade att efterfr\u00e5gan tydligt \u00f6verstiger tillg\u00e5ngen [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":7352,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"view_count":"1535","footnotes":""},"categories":[26],"tags":[],"class_list":["post-7678","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-tech-fund"],"_links":{"self":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/7678","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/comments?post=7678"}],"version-history":[{"count":0,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/7678\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media\/7352"}],"wp:attachment":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media?parent=7678"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/categories?post=7678"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/tags?post=7678"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}