HUGO PATRICK BOLGER
HUGO PATRICK BOLGER @hbolger

Resultat
Alla

13.50%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%
Diskussioner
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
26 d
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
3 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
4 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
5 mån
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,... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
5 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
6 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
7 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
7 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
7 mån
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... Visa mer Översätt
HUGO PATRICK BOLGER
HUGO PATRICK BOLGER
Irland
7 mån
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... Visa mer Översätt

Om HUGO PATRICK BOLGER
Irland
Strategi: Marknadsneutral

Diversified equity portfolio benchmarked on MSCI World Index and generating positive Alpha
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META
META
Stängd•29/07/26, 20:29
▴-7.16%
V/F
META
META
Stängd•29/07/26, 20:29
▴-26.91%
V/F
META
META
Stängd•29/07/26, 20:29
▴-24.12%
V/F
META
META
Stängd•29/07/26, 20:29
▴-24.36%
V/F
META
META
Stängd•29/07/26, 20:29
▴3.24%
V/F