Meeting half-way
June saw a continuation of this year’s themes, with US equity markets continuing their 20-month bull run, led by the technology sector, and AI-related names in particular.
By Greg Smith, Head of Retail at Devon Funds
It was another month of milestones. The S&P500 (+3.6%) made a new record high, as did the Nasdaq (+6%). Nvidia powered on, surpassing US$3 trillion in market cap, and becoming for a brief period the most valuable company in the world. Microsoft and Apple both though quickly regained their spots, again driven by AI themes.
However...MORE»
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