”Kombination av högre inflation och räntor som sedan spillt över på teknikbolagen, då man tror att de högbelånade teknikbolagen kommer att gå sämre. Återigen är det kvalitet som man måste söka.
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The Magnificent Seven—comprising Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta, and Tesla—have been the driving force behind the S&P 500’s performance in recent years. Their dominance has reshaped market dynamics, fueled by technological innovation, economic resilience, and investor enthusiasm for growth-oriented…
Possible equity market implications of Trump tariffs On February 1, 2025, President Donald Trump announced significant tariffs on imports from Canada, Mexico, and China, marking a substantial shift in U.S. trade policy. The tariffs include a 25% levy on Canadian…
Bjorn Thelander The former Chief Investment Officer (CIO) of James Dyson’s family office, Weybourne, has joined Neox Capital, a quantitative equity portfolio provider. He is presently an advisor to the Neox board. Thelander, who had been one of London’s top…