Day: May 13, 2022

Inge Heydorn
Monthly comment

December 2022 Monthly Update

Strong titles drive demand for hardware, mobile remains under pressure – November figures in the US showed total gaming spending still down slightly (3%) compared

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Inge Heydorn
Monthly comment

July 2022 Monthly Update

Travel is back and consumer demand here is strong. Airbnb, Booking and Expedia all reported fairly solid demand for the quarter and both Airbnb and

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Inge Heydorn
Monthly comment

June 2022 Monthly update

Highly tactical trading in the last two weeks due to 1H rebalancing of indices and nominee portfolios. However, the underlying concerns are the same but now have

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Inge Heydorn
Monthly comment

May 2022 Monthly update

Market volatility has continued during the month and the US market has at one point fallen for 8 weeks in a row. We have not seen this

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Inge Heydorn
Monthly comment

April 2022 Monthly update

The good news is that the technology continues to deliver strong results during the first quarter and that the market becomes more forgiving of weakness. Main focus on the market

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Inge Heydorn
Monthly comment

February 2022 Monthly update

Volatility continues in the market and the reporting season has been strong for technology, especially software. However, we have seen weaknesses in social media platforms and payment services. The software has

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