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