Peter Vanham

1 month ago | fortune.com | Peter Vanham

In January, you said the best thing to do was the opposite of everyone else: sell US tech stocks, buy China. Is that also what you’ve done in recent months, and do you continue to be more bullish on China and bearish on the US? We have a pretty strict mandate. It’s not like we change geographical allocation often, because it is in the mandate. We were down 0.6% in the quarter. That’s 40 billion dollars, which is less than 10% of the combined increase in the fund in the prior two years.

1 month ago | finance.yahoo.com | Peter Vanham

Unlock stock picks and a broker-level newsfeed that powers Wall Street. Peter Vanham Thu, May 1, 2025, 3:42 AM 3 min read In today’s CEO Daily: Peter Vanham talks to Nicolai Tangen, CEO of Norges Bank Investment Fund. The big story: U.S. and Ukraine sign a mineral deal. The markets: Not bad! Analyst notes from EY on employment, Wedbush on auto tariffs, Convera on consumer confidence, and Goldman Sachs on equities. Plus: All the news and watercooler chat from Fortune. Good morning.

1 month ago | fortune.com | Peter Vanham

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1 month ago | fortune.com | Peter Vanham

2 months ago | cryptostudent.io | Peter Vanham

[[{„value”:”In today’s CEO Daily: A European scooter maker tells Peter Vanham why the tariffs won’t make them open a factory in the U.S. The big story: Trump isn’t backing down on the tariffs despite global opposition. The markets: A brief period of respite. Analyst notes from JPMorgan, Wedbush, UBS, and Goldman Sachs on Trump, tariffs and recession. Plus: All the news and watercooler chat from Fortune. Good morning.