Heloise Greeff
Heloise Greeff @rubymza

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0.34%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%
Thảo luận
Heloise Greeff
Heloise Greeff
Vương quốc Anh
16 ngày
📊 Market Update – The Bedrock Shifts Long-dated government bonds have repriced sharply this month. The US 10-year Treasury yield touched 5.22% on Thursday, its highest since 2007, and the 30-year reached 5.50%, last seen in 2004. Japan's 10-year hit a 1996 high and the UK 30-year gilt closed near... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
1 tháng
📊 Market Update – US–Iran ceasefire has broken American strikes on the Strait of Hormuz drew Iranian retaliation against the UAE and Jordan. Brent is back near $86, and 10Y Treasury yields at 4.76% (highest since January 2025), and Fed Chair Warsh has doubled down on the inflation fight and money markets... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
2thg
📊 Market Update – AI Exposure Without the Concentration Risk Bloomberg revealed this week that ~70% of Microsoft's $24.1 billion AI revenue comes from a single source: OpenAI. Strip that out, and the AI story looks a lot thinner. Analysts are now flagging this as a structural risk, rather than... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
4thg
📊 Market Update – Reading the Rotation Goldman's Christian Mueller-Glissmann is making the case for rotating *within* the AI trade suggesting a move away from semiconductors, toward the hyperscalers. The argument: SOX up ~150% in 12 months, chipmakers carry the heaviest positioning and ETF/options... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
4thg
📊 Market Update – A Breather The US–Iran ceasefire deal landed over the weekend, Brent has dropped below $83, and the S&P 500 near all-time high. Markets are exhaling. But the Strait of Hormuz still needs to be physically de-mined, the US and its allies disagree on how quickly shipping can resume,... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
5thg
📊 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... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
6thg
📊 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... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
6thg
📊 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... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
7thg
📊 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,... Xem thêm Dịch
Heloise Greeff
Heloise Greeff
Vương quốc Anh
7thg
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... Xem thêm Dịch

Giới thiệu Heloise Greeff
Vương quốc Anh
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AI-Native Capital Allocation Cycle-tested double-digit compounding since 2016 | Oxford PhD
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