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Global Equity Fund

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1 July 2026 to 31 August 2026 · key global_equity · 1 version · last edited by Ana Lyst

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Sources (32)
Monthly valuation pack, August 2026 Our own data
Super Amazing fund administration
Holds up: FX
Performance attribution run, August 2026 Our own data
Super Amazing performance team
Nothing in this version cites it. Kept with the report, but no passage rests on it — usually a sentence that was rewritten after the source was gathered.
Investment Committee minutes, 1 September 2026 Analyst
Super Amazing investment team
Holds up: Interest rates, Bond yields, Geopolitical events
MICROSOFT CORP - Form 8-K - FY2026 Approved site
Exhibit 99.1 Microsoft Cloud and AI Strength Fuels Fourth Quarter Results REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the followi...
Holds up: Microsoft
Microsoft (MSFT) Shares Jump as Azure Posts Fastest Cloud Growth Since 2022 - Bloomberg Approved site
Azure cloud revenue rose 43% during the fiscal fourth quarter, the company said Wednesday in a statement. That was the fastest quarterly growth since ...
Holds up: Microsoft
Microsoft’s $450 Billion Jump Is Biggest in Stock Market History Approved site
Send a tip to our reporters · Site feedback: Take our Survey · By Subrat Patnaik · July 30, 2026 at 4:55 PM UTCUpdated on · July 30, 2026 at 8:08 PM U...
Holds up: Microsoft
Microsoft Keeps Data Center Spending Steady While Peers Ramp Up AI Plans - Bloomberg Approved site
The stock jumped after the company balanced spending on AI with increasing cloud revenue Earnings · Historic $450 Billion Jump · Data Center Leases ·...
Holds up: Microsoft
US Stocks Rally With Boost From Microsoft’s Surge; Chips Jump - Bloomberg Approved site
The S&P 500 Index was up 1% at 9:49 a.m in New York, partially rebounding from a 1.5% drop on Wednesday. The Nasdaq 100 Index rose 2.7%, recovering af...
Holds up: Microsoft
ASML Earnings: Full-Year Outlook Raised as AI Boosts Demand at Chipmakers - Bloomberg Approved site
That is well above the €39.3 billion average estimate among analysts compiled by Bloomberg, as well as the upper end of the range of the company’s pri...
Holds up: ASML Holding
Watch ASML Boosts Outlook on AI Momentum; Oil Rises on Trump Warning | Bloomberg Brief 07/15/2026 - Bloomberg Approved site
Tech stocks lead equities higher after ASML results show fresh evidence of strong chip demand.
Holds up: ASML Holding
European Stocks Steady; Richemont, ASML Surge After Results - Bloomberg Approved site
European shares were muted as positive results from Richemont SA that lifted the luxury sector were offset by declines in mining and telecom stocks. ...
Holds up: ASML Holding
ASML Shares Drop After Report of China Producing DUV Chipmaking Tools - Bloomberg Approved site
ASML Holding NV shares slid to the lowest since early June after a report that a Chinese state-backed company has begun mass producing certain chipmak...
Holds up: ASML Holding
Document Approved site
Novo Nordisk reports adjusted operating profit of DKK 33,389 million for Q2 2026 and raises full-year outlook ... Q2 2026 reported sales increased by ...
Holds up: Novo Nordisk
Novo Nordisk Gets Downbeat Diagnosis as Investors Prefer Eli Lilly - Bloomberg Approved site
Even though Novo Nordisk raised its outlook this week, the Danish drugmaker’s latest earnings report did little to upend the investor perception that ...
Holds up: Novo Nordisk
US Stocks Climb as Tech Spurs Rally After Inflation Fears Ease - Bloomberg Approved site
US stocks traded higher led by the technology sector, as investors turned their focus on a bumper earnings season after a subdued inflation reading he...
Holds up: Market commentary
Stock Market Today: Dow, S&P Live Updates for August 31 - Bloomberg Approved site
A flare-up in geopolitical risks sent stocks and bonds lower as oil climbed, raising concerns about inflationary pressures that could make the Federal...
Holds up: Market commentary
Stock Market Today: Dow, S&P Live Updates for August 17 - Bloomberg Approved site
Brent crude settled near $91 a barrel, spurring speculation that inflationary pressures could make the Federal Reserve raise rates before the year is ...
Holds up: Market commentary
Stock Market Today: Dow, S&P Live Updates for August 12 - Bloomberg Approved site
WATCH: Marc Seidner, CIO for non-traditional strategies at Pacific Investment Management Co LLC discusses the outlook for inflation, the US economy an...
Holds up: Market commentary
Stock Market Today: Dow, S&P Live Updates for August 26 - Bloomberg Approved site
Wall Street traders sent stocks wavering in late hours after Nvidia Corp.’s earnings, with caution prevailing as bonds fell on bets the Federal Reserv...
Holds up: Market commentary
Big Tech Stocks Storm Back as AI Fears Fade and Euphoria Resumes - Bloomberg Approved site
August 7, 2026 at 5:54 PM UTC · Save · After spending much of the year in the stock market doghouse over fears about their profligate spending on arti...
Holds up: Attribution commentary
Tech Melt-Up Drives $3.5 Trillion Nasdaq 100 Rally in Four Days - Bloomberg Approved site
Send a tip to our reporters · Site feedback: Take our Survey · By Michael Msika, Julien Ponthus, and Jan-Patrick Barnert · August 5, 2026 at 5:26 AM E...
Holds up: Attribution commentary
Stock Market Today: Dow, S&P Live Updates for August 27 - Bloomberg Approved site
A blockbuster outlook from Nvidia Corp. spurred gains in technology stocks, bolstering confidence in the artificial-intelligence trade that has powere...
Holds up: Attribution commentary, Outlook
Software Stocks Get an Earnings Gut Check After Hot Summer Rally - Bloomberg Approved site
Since hitting a near-term low on July 23, the iShares Expanded Tech-Software Sector ETF, better known by its ticker IGV, is up 17%, way outperforming ...
Holds up: Attribution commentary
US Stocks End Down as Hormuz Deadlock Sends Oil Up Ahead of CPI - Bloomberg Approved site
August 12, 2026 at 5:49 AM GMT+9 · Save · Translate · US stocks continued to fall into Tuesday’s market close after Pakistan said a US and Iran deal t...
Holds up: Attribution commentary
Oil CEOs See Market Split With Bearish Crude, Bullish Fuels - Bloomberg Approved site
August 24, 2026 at 12:04 PM UTC · Save · The global oil market has diverged fundamentally, with a bearish outlook for crude but bullish prices for pro...
Holds up: Attribution commentary
Tech Trade May See Bigger Retail Influence After July Rout, JPMorgan Says - Bloomberg Approved site
The technology trade may be poised to become even more dependent on retail investors and more volatile after a rough July, according to an assessment ...
Holds up: Outlook
Healthcare Looks Ready to Star in Rotation Trade: Taking Stock - Bloomberg Approved site
A compelling argument is growing for healthcare stocks to be among the big winners in the rotation to more defensive parts of the market as the sector...
Holds up: Outlook
US Health Spending Set to Exceed $6 Trillion in 2026 on Prescription Drug Surge - Bloomberg Approved site
The US is expected to spend more than $560 billion on prescription medications in 2026, up 8.2% from last year as drugs for obesity and diabetes grow ...
Holds up: Outlook
Stock Market Predictions 2026: AI Boom, Dollar’s Decline and Sticky Inflation Approved site
Bloomberg · https://www.bloomberg.com/graphics/2026-investment-outlooks/ · retrieved 08 Sep 2026
The three interest rate cuts expected from the Federal Reserve by the end of 2026 and planned deregulation in the banking sector should also further i...
Holds up: Outlook
Energy Sector & Industry Performance - Bloomberg Approved site
Bloomberg · https://www.bloomberg.com/markets/sectors/energy · retrieved 08 Sep 2026
Oil climbed after the US and Iran exchanged attacks involving tankers in the Strait of Hormuz.
Holds up: Outlook
Wary Shoppers Drag Consumer Discretionary Earnings to 2020 Low - Bloomberg Approved site
Large-cap consumer discretionary companies posted their weakest earnings season in almost six years, as high fixed costs, softer demand and still-elev...
Holds up: Outlook
Consumer Discretionary Stocks Show Signs of Recovery After Steep Declines - Bloomberg Approved site
More than 50% of stocks in the S&P 500 Consumer Discretionary Index are trading 20% below their 252-day highs. That setup has preceded a 14% average r...
Holds up: Outlook

Held with the report, not printed in it.

Versions (1)
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1 08 Sep 2026, 17:02 Ana Lyst From the archive (generated 08 Sep 2026 10:38). Read
History (9)
WhenWhoWhatDetail
24 Sep 2026, 12:15 Ana Lyst Withdraw
in_review → draft
ZAP
09 Sep 2026, 10:21 Sam Ministrator Save version — refused Cannot edit a report that is 'in_review'. Editable statuses: changes_requested, draft.
09 Sep 2026, 10:20 Sam Ministrator Save version — refused Cannot edit a report that is 'in_review'. Editable statuses: changes_requested, draft.
09 Sep 2026, 10:20 Sam Ministrator Save version — refused Cannot edit a report that is 'in_review'. Editable statuses: changes_requested, draft.
09 Sep 2026, 10:20 Sam Ministrator Save version — refused Cannot edit a report that is 'in_review'. Editable statuses: changes_requested, draft.
08 Sep 2026, 18:06 Ana Lyst Save version — refused Cannot edit a report that is 'in_review'. Editable statuses: changes_requested, draft.
08 Sep 2026, 17:02 Ana Lyst Send for review
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08 Sep 2026, 17:02 Ana Lyst Save version From the archive (generated 08 Sep 2026 10:38).
08 Sep 2026, 17:02 Ana Lyst Create Created draft for global_equity / 1 July 2026 to 31 August 2026.

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