HUGO PATRICK BOLGER
HUGO PATRICK BOLGER @hbolger

Výkonnost
Vše

12.52%2026
2026
19.17%2025
2025
27.90%2024
2024
19.90%2023
2023
-13.73%2022
2022
34.70%2021
2021
33.10%2020
2020
34.7%0%-34.7%
Diskuse
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
22d
Interest Rates Turn Higher Again as Uncertainty Returns The global interest-rate story has changed sharply in recent months. After the rate-cutting cycle of 2024/25, investors are now facing a renewed period of monetary tightening, driven less by overheating domestic demand and more by a combination... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
2měs.
The past six weeks have provided a good reminder of just how quickly market sentiment can change. After reaching record levels earlier in the summer, global equity markets experienced a sharp correction in July, followed by a powerful rebound over the past two weeks. The S&P 500 fell roughly 4% at... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
3měs.
The recent sell-off in technology and semiconductor stocks looks more like a repricing and value capture. The market is actively questioning how much future AI growth has already been priced into valuations, rather than whether AI demand itself is ending. Recent market action has been concentrated in... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
4měs.
European markets in 2026 are navigating a difficult but gradually improving economic environment shaped by slowing inflation and industrial activity, geopolitical tensions, and cautious fiscal policy. Renewed volatility in global energy markets and weaker international trade continue to weigh on growth... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
6měs.
Investing in Japan - Outlook is Strong Opportunities Iran Ceasefire: Japan imports roughly 90% of its oil, making it one of the world's most energy-sensitive economies. The Middle East conflict posed the greatest growth headwind for Japan given its heavy energy dependence, but a reopening of the... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
7měs.
Report on Recent Developments in the US–Iran War The war between the US and Iran has rapidly escalated since the end of Feb-26 impacting the region, global energy infrastructure, and financial markets. The war was triggered by coordinated US-Israeli airstrikes on Iranian leadership, nuclear facilities,... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
7měs.
US - Iran Escalation The situation in Iran and the wider Middle East has escalated dramatically in recent days. A joint military offensive by the United States and Israel began on 28 February with a series of air strikes deep inside Iranian territory, including attacks on military infrastructure and... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
8měs.
AI Volatility - Contradicting Storylines Over the last few weeks, the big tech firms, including Microsoft, Amazon, Alphabet, Oracle, Meta and Nvidia, have seen billions wiped off their market capitalisations despite generally strong trading results. This has been driven primarily by investor concerns... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
9měs.
Key Investment Themes for 2026 (pt.5) *Technology – Software* AI & Generative AI Integration - Generative AI and large language models (LLMs) are becoming core enablers across business software, from productivity tools to customer engagement and cybersecurity. Enterprises are investing heavily to... Zobrazit více Přeložit
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irsko
9měs.
Key Investment Themes for 2026 (pt.4) *Technology - Hardware* Semiconductor Innovation & Advanced Chips - Continued demand for high-performance computing, AI acceleration, GPUs, and specialised chips continues to surge. Generative AI, edge computing, cloud infrastructure, and autonomous vehicles... Zobrazit více Přeložit

O mně HUGO PATRICK BOLGER
Irsko
Strategie: Neutrální trh

Diversified equity portfolio benchmarked on MSCI World Index and generating positive Alpha
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