29 May 2024
Apple iPhone shipments in China rebound 52% in April
Source: Bloomberg
28 May 2024
New weight-loss drug ETF
“Roundhill Investments' GLP-1 & Weight Loss ETF (OZEM), which began trading last week, pairs leaders Eli Lilly and Novo Nordisk with players developing new treatments for weight loss and diabetes. CEO Dave Mazza said his firm is capitalizing on explosive growth potential in the industry…Eli Lilly and Novo Nordisk each hold a roughly 20% weighting in the ETF. The three next largest positions are Zealand Pharma, Amgen and Chugai Pharmaceutical, each of which have a weighting under 5%”. Source: CNBC, Bloomberg
24 May 2024
Jamie Dimon does not rule out a hard landing for the US economy
Source: CNBC
23 May 2024
The return of volatility
Source: Bloomberg
23 May 2024
The implications of an aging population for investment strategies
Source: Bloomberg
22 May 2024
Bears of Wall Street
Source: Bloomberg
15 May 2024
Short squeeze in copper
Source: Bloomberg
14 May 2024
Trends in reshoring, electrification and AI are propelling US investment renaissance
Source: BNP Paribas Asset Management
