Strong titles drive demand for hardware, mobile remains under pressure – November figures in the US showed total gaming spending still down slightly (3%) compared
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
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
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
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
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
Investing in mutual funds always involves a risk. The value of your investment can go up and down depending on factors affecting the market including interest rates. Historical returns are not an indicator of future returns. Investors may lose parts or the entire amount invested. For more information on risks, read more in the Fund's KIID and prospectus.
Copyright 2020 Finserve Nordic AB. All Rights Reserved