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-0.76%2026
2026
29.71%2025
2025
13.64%2024
2024
10.79%2023
2023
-30.16%2022
2022
17.65%2021
2021
45.29%2020
2020
20.25%2019
2019
4.03%2018
2018
39.52%2017
2017
-11.44%2016
2016
45.3%0%-45.3%
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update: EU Chips Act II and the Slow Build-Out of European Industrial Sovereignty The EU is preparing Chips Act II for late May. The most striking change in the draft: Brussels would be able to invest directly in semiconductor fabs, not just channel state aid via member governments. The first... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update – Stocks Lifted by Intel, but the Geopolitical Overhang Has Not Gone Away US futures pushed higher overnight after Intel jumped ~19% on a strong sales forecast, extending a 17-day run in semiconductors. At the same time, oil stayed elevated and the Strait of Hormuz is still effectively... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update – A Pause in the Storm Some of the world's biggest funds (Schroders, Jupiter, Franklin Templeton, Allspring) are moving back into Treasuries, AI stocks, and defence names today as the US–Iran ceasefire takes hold and war-driven uncertainty fades. Bloomberg is calling it a decisive... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update – Hedge Fund Capitulation & Portfolio Positioning Goldman Sachs reported today that hedge funds have cut global equity holdings for six consecutive weeks. Short exposure in European macro products is at an 11-year high. Their trading desk is calling it capitulation. Historically, this... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
Interviu proaspăt în Kudika despre rolul tot mai important al femeilor în piețele de capital — de ce disciplina și gândirea pe termen lung fac diferența. Mulțumesc Irinei Vlădescu pentru conversație! 🙏 🇬🇧 Interview in Romanian Kudika about women shaping capital markets — patience over impulse. Happy... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update – Conflict Escalation & Portfolio Resilience Markets are extending their sell-off as the Middle East conflict widens. Brent crude is pressing toward $100, the S&P 500 is down over 1%, and financials are under pressure as private credit funds cap redemptions. Fear is elevated. Headlines... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Market Update – Geopolitical Shock & Portfolio Positioning Markets are opening sharply lower after a major geopolitical escalation in the Middle East over the weekend. Oil has surged, gold touched above $5,400, and volatility is at its highest level this year. This is a genuine risk-off event. Rather... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📊 Portfolio Update – Volatility, New Positions, and Staying Disciplined Market continue to be under pressure. The S&P 500 is down around 1%, small caps are off more than 2%, and the VIX has jumped again; reflecting a fast repricing of risk. The trigger was policy whiplash. A Supreme Court ruling... عرض المزيد ترجم
Heloise Greeff
Heloise Greeff
المملكة المتحدة
📈 February Check-In & Market Context Markets have had a difficult week. A renewed wave of concern around AI spending, combined with shifting expectations around US interest rates and upcoming inflation data, has unsettled sentiment across global equities. Importantly, this has been more about repricing... عرض المزيد ترجم

نبذة Heloise Greeff
المملكة المتحدة
استراتيجية: استراتيجيات متعددة

AI-Native Capital Allocation Cycle-tested double-digit compounding since 2016 | Oxford PhD
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