search
portfolio management
Trends
- 1VanEck's Frasse Says Semiconductor Rally Still Intact Despite Volatility▼MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong
Nicholas Frasse, a portfolio manager at VanEck, is downplaying recent swings in semiconductor stocks including Micron, Western Digital, SkyWater and AMD, arguing the underlying chip trade remains very strong. His comments come as investors weigh whether recent turbulence in chipmakers signals a deeper slowdown or just noise in a still-booming sector driven by AI and memory demand.
- 2
Real estate investment manager Redevco has purchased a retail park in Seville, Spain. The deal adds to the company's retail property portfolio in southern Europe. Details on the price and tenants involved have not been disclosed, but the purchase signals continued investor interest in Spanish retail real estate assets.