Newsletter
Tor Sinclair

Monthly newsletter July 2020

There was a generally strong development in the stock market in July and once again it was the technology company that acted as the locomotive. The investment interest in the cyber security sector is clear and company

Newsletter
Tor Sinclair

June 2020 monthly letter

It was again technology shares that led the market in June with an increase of just under 5 percent for the Nasdaq index. Big tech companies like Amazon (11.8%), Apple (13.6%),

Newsletter
Tor Sinclair

Monthly Bulletin May 2020

Share prices were generally strong in May, with the tech sector once again at the forefront. The Global Security Fund's holdings also had a good development, but a weakening of the USD

podcasts
Tor Sinclair

Global Security Podcast #1 - April

In Global Security Podcast - Episode 1, manager Tor Sinclair talks with Jonathan Furelid about tech investments in the security sector. Listen here

Newsletter
Tor Sinclair

April 2020 monthly letter

Massive Central Bank interventions around the world helped calm the panic in the market we saw in March, which led to increased investment appetite and stock prices that

Newsletter
Tor Sinclair

Monthly Bulletin March 2020

The revaluation of the risk premiums we saw in February escalated in March, leading to a further decline in the world's stock markets and a sharp increase