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 Booking tracking above 2019 levels. While after two extraordinary years, it is difficult to identify yet another new normal growth rate.
With this, gaming has continued to be affected by post-covid effects as gaming decreased by 13% in the US during 2Q. We have also seen a number of performance reports and as expected we have seen a decline in net bookings. The decline we've seen compared to a year ago is not unusual, given the pandemic's huge effect on gaming last year, as more people stayed in and played more. Now that things have loosened up a bit, games have more competition.

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Inge Heydorn

December 2022 Monthly Update

Strong titles drive hardware demand, mobile remains under pressure – November US figures showed total gaming spending still down

Inge Heydorn

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

Inge Heydorn

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