Newsletter – May 2022

Responsible Investing at Booster and our backing of two climate-focused investor initiatives – the Carbon Disclosure Project (CDP) and the Investor Group on Climate Change (IGCC).

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

This month we explore why the Middle East matters for global markets. How geopolitical tensions in the region can disrupt supply chains, influence oil prices, inflation, and economic stability worldwide.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

This month our theme is the OCR and how and why this is an important benchmark of an economy’s health.

This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.