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Global Security Podcast #4 - July and August
Global Security Fund Manager Tor Sinclair reviews the winners and losers of July and August.
2020-09-09
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Global Security Fund Manager Tor Sinclair reviews the winners and losers of July and August.
Since the stock market turning point in March, the pattern has been the same - technology companies act as locomotives and many companies are traded at a valuation that was not thought possible at
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
Global Security Fund manager Tor Sinclair goes through June's winners and losers as well as the year's development.
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%),
Global Security Fund manager Tor Sinclair goes through the fund's largest holdings and why he chose these companies as the largest holdings. The fund's development in May is being discussed
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
In Global Security Podcast - Episode 1, manager Tor Sinclair talks with Jonathan Furelid about tech investments in the security sector. Listen here
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
The corona virus has in a short time paralyzed the global economy and caused dramatic stock market declines. Shares have been sold across the board, unchecked by differences in valuation multiples. It has