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. As a result, equities in the security sector have been traded down to historically low levels, while the discount on these so-called value shares versus growth shares is still at high levels.
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Finserve Global Security Fund (GSF), a fund that invests globally in companies in defence, cyber security and space, hires Sweden's former head of the army Karl
The fund was up 2 % during the month, which is positive considering that the stock market in the US Nasdaq was down 1 % and
What a start we had to the stock market year 2023 and positive returns broadly across several asset classes. It has been risk on and risk taking