HUGO PATRICK BOLGER
HUGO PATRICK BOLGER @hbolger

Performance
Tout

1.03%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%
Discussions
HUGO PATRICK BOLGER
Irlande
17 j
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 integrate... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
17 j
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 are... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
17 j
Key Investment Themes for 2026 (pt.3) *Industrials* Electrification & Smart Grid Infrastructure - The global push toward renewable energy integration and grid modernisation required by AI is creating a massive opportunity for industrials involved in electrification, power distribution, and smart grid... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
17 j
Key Investment Themes for 2026 (pt.2) *Energy* Oil & Gas Optimisation & Energy Security – Despite the energy transition, oil and gas remain critical for global energy security. Investment themes focus on capital discipline, operational efficiency, extraction and transport infrastructure, and strategic... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
17 j
Key Investment Themes for 2026 (pt.1) *Basic Materials* Critical Minerals & Energy Transition Metals – Demand for lithium, copper, nickel, cobalt, and other rare earths continues to accelerate as the world electrifies and decarbonises. These materials are essential for electric vehicles, battery storage,... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
1 m
The second half of 2025 delivered a complicated and sometimes contradictory story across stock markets and the global economy, with tariff policy and inflation uncertainty sharpening near-term risks but strong corporate earnings and hope of rate cuts boosting the case for cautious resilience. Equity... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
4 m
The US Shutdown The United States quietly reentered the familiar, and rarely welcome, territory of a government shutdown, after Congress failed to pass continuing funding legislation. The shutdown reflects deep partisan divisions over health care subsidies, federal spending levels, and rescissions... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
4 m
The Federal Reserve and the Bank of England have taken diverging paths on monetary policy, reflecting differences in their domestic economies and inflation outlooks. On September 17, 2025, the Fed lowered its benchmark interest rate by 25 basis points to a range of 4.00 to 4.25 percent. This marks the... Afficher plus Traduction
HUGO PATRICK BOLGER
Irlande
5 m
Modifié
S&P 500 – Risk Trends in Passive Investing and Concentration The S&P 500 has long been seen as a safe and diversified way to invest in the US stock market, but recent shifts in market dynamics raise important questions about its risk profile. A growing share of money in the index is held through... Afficher plus Traduction
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SPX500
6902.79
-7.54 (-0.11%)
HUGO PATRICK BOLGER
Irlande
6 m
Global Trade Reshaped: Full List of Tariffs Implemented Today and What’s Coming Next Today, the US has implemented sweeping tariffs on dozens of countries under Trump’s 'reciprocal trade' strategy, imposes tariffs between 10% and 50%, depending on the success of negotiations over the last 90... Afficher plus Traduction

À propos de HUGO PATRICK BOLGER
Irlande
Stratégie: Marché neutre

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