Journal to portfolio afterlife

[portfolioafterlife]

Public Pensions Want to Divest From Russia. But Can They?

After a week of rushing to enumerate their exposure to Russian assets, public pension funds have started to share their plans to divest from the country. But ongoing closures of the Moscow Stock Exchange, as well as the illiquidity of certain private assets, have made it difficult, if not...

www.institutionalinvestor.com

 

[portfolioafterlife]

Vediamo a quanto arriverà il prezzo del gas ...

Russia has warned that it might stop the flow of gas through pipelines from Russia to Germany in response to Berlin’s decision last month to halt the opening of the controversial new Nord Stream 2 pipeline.
“We have every right to take a matching decision and impose an embargo on gas pumping through the Nord Stream 1 gas pipeline,” Russian Deputy Prime Minister Alexander Novak said.
Russia supplies about 40 percent of Europe’s gas.

Ukraine latest updates: Zelenskyy calls for more support

Ukraine news from March 8: Ukraine’s president pushed for more support in address to the British parliament.

www.aljazeera.com

 

[portfolioafterlife]

Sono dello stesso avviso.

 

[portfolioafterlife]

 

[portfolioafterlife]

Reggo rispetto al benchmark nonostante l'uso molto piccolo di leva finanziaria. Ieri ho acquistato anche un po' di hste.

 

[portfolioafterlife]

Quello che vende l'Europa lo compra la Cina...

China is considering buying or increasing stakes in Russian energy and commodities companies, such as gas giant Gazprom PJSC and aluminum producer United Co. Rusal International PJSC, according to people familiar with the matter.

Beijing is in talks with its state-owned firms, including China National Petroleum Corp., China Petrochemical Corp., Aluminum Corp. of China and China Minmetals Corp., on any opportunities for potential investments in Russian companies or assets, the people said.

Bloomberg - Are you a robot?

 

[portfolioafterlife]

Allacciate le cinture ... l'inflazione decolla!

 

[portfolioafterlife]

Il settore IT americano ha perso 2 trilioni di dollari di valore da inizio anno.

 

[portfolioafterlife]

I fondi pensione americani hanno il 35% degli asset nell'azionario.

 

[portfolioafterlife]

Sicuramente l'opinione pubblica è conscia del fatto che le rinnovabili contano come il due di picche nel mix energetico...